Estimates & field work
Build the quote. Keep the whole job.
Choose the work, add the parts and see the price take shape. Then follow the proposal into a customer decision and a documented job.
Reuse a service or material with its price instead of typing the same quote again. Try adding a line below.
Quantities and line totals roll into one clear amount. Findings and scope stay with the work.
Show the customer the same proposal, with the decision recorded against that version.
The accepted scope, materials, photos and related visits remain connected as the team completes the work.
Sample prices only. The public illustration does not send a proposal or create a work order.
Explore the actions in this area
The customer’s decision and the crew’s instructions come from the same scope.
Estimates
Build itemized proposals, track versions and keep the customer’s acceptance with the quote.
- 01Select services and quantities
- 02review the itemized total and version
- 03retain the customer’s acceptance with the proposal.
Price book
Reuse services, parts and prices instead of rebuilding every estimate.
- 01Save a repeatable service or part
- 02set its price
- 03reuse that item on the next proposal.
Work orders
Give every job a scope, assigned crew, progress and supporting documentation.
- 01Open the assigned job
- 02review scope and address
- 03record progress, materials and completion evidence.
Job chains
Connect related visits and their estimate, job, invoice and payment records.
- 01Start with the enquiry
- 02follow related visits and proposals
- 03find the matching invoice and payment without losing the job context.
Quality & inspections
Collect inspection findings, photographs and quality issues against the relevant job.
- 01Use the relevant inspection
- 02attach findings and photographs
- 03review issues against the specific job.
Inventory
Track parts, stock locations and materials consumed on a job.
- 01Locate a part in branch stock
- 02record the quantity used on the job
- 03inspect the remaining stock and material history.
See where your day
could come together.
Explore the sample workspace, then talk through the setup your team needs.
Explore the demoTalk to us