FieldTechSchedulerQuotes & jobs
The repair your tech spotted becomes revenue, not a sticky note
A cracked skimmer lid, a failing capacitor, grub damage in the back lawn: your tech reports it from the stop with photos and a severity, and it lands in the office as a quote lead. Price it, send it, and the customer approves from their phone. Approved quotes schedule themselves onto the board.
Lead → quote → approval → scheduled job
Leads born in the field
Issue reports carry category, severity, a note, and photos, captured at the stop even offline. Tick "also create a quote lead" and the office sees it with all the context attached.
A composer that remembers
Build quotes from freeform lines or your saved line items. Re-saving a label updates its price for next time. The tech's report and photos sit right above the lines as you price.
Approval from the couch
Customers open the quote from an email link, photos included, and approve or decline from their phone. You see when it's been viewed, and declines capture a reason.
30-day validity, handled
Quotes carry a visible "valid until" date. An expired quote shows a calm expired card instead of stale Approve buttons, and resending revives it with a fresh window.
Two taps to schedule
Approved quotes appear on the needs-scheduling board as jobs. Pick a tech, pick a day, and the job lands on the route, and the completed visit bills at the quoted price automatically.
Pipeline you can read
The quotes list groups by lifecycle with an open-pipeline total of everything sent and pending: what's waiting on a customer, what's waiting on you.
Quote the next issue in minutes
See the field-to-approval loop with real photos in the demo.