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Mobile Quoting App - Build Quotes On-site Using Our Mobile App!
Technicians can create quotes from the field
Your field technicians can use our App to generate quotes from the field. This app feature speeds up the quoting process, so you can get the quote into the client’s hands for approval and start the job as quickly as possible. They can add additional jobs and materials to the quote, and assign it to an existing appointment rather than creating a new one.
The Eworks Manager App syncs directly to the admin system so that the quotes can be monitored by admin staff in the office, without losing any paperwork.
Create Quotes On-site
Create accurate quotes from our App! Select/add your customer details and select a range of pre-populated products. These products enable you to build up the quote for the clients on the spot. Our system also offers quote templates to simplify the quoting process for you!
You can add new products as you go, or work from a set of predefined lists and prices. You can email the quote while on-site and even add photos of the job to the system. All your business's quotes are stored in your admin system for editing or actioning at a later stage.
Convert Quotes to Jobs Instantly
Once approved and accepted, you can convert the quote into a new job immediately. The app syncs all the quote and job information to the admin system. All quotes are saved in the system for future use or duplication and can be emailed straight to the client from the app.
Full Business Reporting
View your quote statuses for future sales and conversion tracking. Our full management reports section lets you see who your most productive fieldworkers are and where you made the most profit.
Our system integrates with leading accounting software packages like Xero, Quickbooks and Sage One, so that no data is ever copied or lost. Our system's export feature lets you export information required by your accountant or bookkeeper.
The Complete Business System
Some additional features that would benefit your business
Mobile Quote FAQs
Creating Mobile Quoting App saves time for both your company and your customers. When a customer requests a quote for a product or service, the App's Quoting Software will assist you in building an accurate quote quickly.
Your technicians can access customer data from the app while they are on-site, and build a quote for your customer on the spot! View your jobs, attached documents, notes and tasks from the app and accurately track your time while you're on the job.