quoting

Quoting

Fieldmotion’s quote module lets you complete field surveys that can be turned into quotes in the office and sent directly to the customer’s email for approval. This ensures a quick turnaround from quote approval to job creation, keeping staff and customers updated at all times.

Key features include:

  • Customized quote forms for tailored proposals

  • Effortlessly create and send quotes for client approval

  • Quick turnaround from approval to job creation

  • Automatic quote creation from surveys in the field

  • Easily build quotes based on stock, schedule of rates, and free text

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  • Custom fields in quotes to suit templates

  • Use multiple quote form templates dependent on job type

  • Multi-page quotes to meet various requirements

  • Export quote data into CSV for reporting

  • Dashboard reports on quotes, including value of outstanding quotes, quote-to-win ratio, and more

Other Software Features: