Quote fast from the truck, turn an emergency call into a bigger job, and let the customer e-sign on the spot. Service or install, your numbers stay consistent.
Join the waitlistThe customer wants a number now. Writing it on a work order in the driveway looks rough and gets disputed later.
An emergency call could be a repipe. Without an easy way to present the bigger fix, you patch the leak and leave the upsell behind.
Service rates, install rates, parts. Keeping it straight on the fly means inconsistent quotes and lost margin.
Pull line items from your catalog, set scope and timeline, and send a branded estimate in minutes.
They open it from one emailed link — no account — and sign to approve or ask for a change right there.
The contract pre-fills from the accepted estimate, e-signatures are built in, and the SOP checklist maps the work before the crew arrives.
“What used to be a whole evening turning a quote into a contract is now a two-minute job. The client signs from his phone and the invoice is in QuickBooks before I've packed up the truck.”
Yes — build and send an estimate from the truck, and the customer can e-sign on the spot.
Yes. Your catalog holds both, so the right rate drops in every time.
Easily — present the larger fix as added line items and let the client choose right there.
No. They open a link and sign — that is it.