Create Professional Estimates in Minutes. Win More Jobs.
Stop losing bids to slow, inconsistent, or unprofessional proposals. Our integrated system helps you respond faster and win more profitable work.
Turn More Proposals into Projects
Standardize your process to increase speed, accuracy, and your win rate.
- Create Estimates Faster
- Increase Your Win Rate
- Ensure Pricing Consistency
- Track Every Sales Opportunity
- Improve Professionalism
- Integrate with QuickBooks Online
Step 1: Build Your Foundation with a Standardized Catalog
Inconsistent pricing leads to lost profits and confused customers. Our system helps you build a central item catalog to ensure every estimate is fast, accurate, and profitable.
- Centralize Your Items: Manage your full list of parts, plants, and labor rates in one place. Syncs seamlessly with QuickBooks Online.
- Create Bundles for Speed: Group frequently used items (e.g., "15-gallon tree installation package") into bundles for one-click adding.
- Ensure Pricing Consistency: Eliminate guesswork and ensure every salesperson and manager is quoting from the same professional price list.
Step 2: Capture Every Detail On-Site, Faster
The faster you deliver an accurate proposal, the more likely you are to win. The Field Assistant app replaces the clipboard, allowing your team to capture every required detail—from materials to labor notes and site photos—right on their phone during the client walkthrough.
- Drastically Reduce Turnaround Time: Eliminate the delay between the site visit and sending the proposal.
- Prevent Errors and Missed Details: Use your standardized item list and add photos to ensure the data captured is 100% accurate.
- Look Prepared and Professional: Build client confidence by using a modern, digital tool for on-site data capture instead of a notepad.
Step 3: Track Every Opportunity from Proposal to Profit
An estimate is worthless if you lose track of it. Our management dashboard gives you a complete overview of your sales pipeline, so you can follow up effectively and convert approved bids into scheduled work with one click.
- Manage Your Sales Pipeline: See all your open, approved, and rejected estimates in one place to stay on top of every opportunity.
- One-Click Conversion: Instantly turn an approved estimate into a scheduled job for your crews, complete with all materials and notes.
- Seamless QuickBooks Integration: Generate a professional QuickBooks Online estimate directly from Field Service Cloud, eliminating double entry.
