Business workflow
Quote requests & estimates
Collect project details, review a sample estimate, and turn an inquiry into a quote.
The problem
Project details arrive across calls, texts, and emails before you can prepare a quote.
Try this
Configure a service and submit a sample request. Switch to Business view to review it and send a quote, then accept it as the customer.
How it helps
Collect consistent project information and give each inquiry a clear next step.
Build around your business
Discuss a quoting workflow.
Collect consistent project information and give each inquiry a clear next step.
Could connect to: Customer records, photo uploads, email notifications, booking, and payments.