plan the work
Quote from the job. Convert without re-typing.
Produce and send quotes from the work in front of you, and turn the accepted ones into scheduled work orders.
what it does
What Estimates & Quotes does
Quoting usually happens away from the job record, in a separate document that then has to be manually recreated as work once it is accepted.
Here the quote is attached to the job it describes. What was quoted, what was approved and what was eventually done stay connected.
When a quote is accepted it becomes scheduled work directly, carrying the scope with it.
- Build quotes against the job and the site
- Send for approval and track what is outstanding
- Convert accepted quotes into scheduled work orders
- Keep quoted scope alongside what was actually done
how it works
Four steps, and none of them are magic.
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build
The quote starts from the work, not a blank page
Pull in the asset, its history, the labour the job implies and the parts it needs. A quote for a machine you have serviced before begins with what that machine has actually cost to fix.
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price
Rates come from your book
Labour rates by skill and time of day, parts at your pricing, contract discounts where the customer has an agreement. Margin is visible while you build, not after you have sent it.
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send
Approval is tracked
The customer receives it, views it, accepts or asks for a change, and each of those is on the record with a time against it.
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convert
An accepted quote becomes the job
Approved scope becomes a work order with the parts reserved and the labour scheduled. Nothing is retyped, so what was sold is what gets dispatched.
data and integration
What it reads, what it writes, what it sits beside.
Nothing here is a separate database. Estimates & Quotes works off the same work order, customer and asset records as everything else, which is the whole reason the modules are worth running together.
reads
Asset and service history, labour rate cards, parts pricing and stock, contract entitlements.
writes
Work orders on acceptance; reserved parts into Inventory; the quote and its approval trail into Customer 360.
alongside
Your accounting system for tax treatment, and AI Lead Generation upstream.
questions we actually get
Before you ask us on the call.
Yes, by value, by margin, or by customer. Quotes above a threshold can be held for a manager.
Every version, with what changed and who changed it. When a customer refers to \u201cthe price you gave us\u201d you can see which one they mean.
While you build it, against your cost of labour and parts. Whether technicians see margin is a permission you set.
Tax treatment follows the rules configured for the customer and jurisdiction, and is applied consistently between quote and invoice so the two do not disagree.
elsewhere in the platform