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Field Service Quoting Software

Field Service Quoting Software

Streamline field service quotes and estimates with Joblogic’s business quoting software.

The ability to deliver professional, detailed quotes to customers is key to the success of any field service business. Joblogic’s field service quoting software gives you the tools you need to centralise, speed up and customise your quotes and estimates to ramp up productivity and win more contracts with customers

CONVENIENCE CUSTOMISATION MONITOR AUTOMATION STREAMLINED TRACKING

Create Professional Quotes Anytime, Anywhere

Professional quotes and estimates are essential when it comes to winning new customers and increasing revenue. The simplicity of our quoting software makes it the ideal solution for field service businesses. With Joblogic, you can:

Create and view quotes in Joblogic digital library

Professional quotes and estimates are essential when it comes to winning new customers and increasing revenue. The simplicity of our quoting software makes it the ideal solution for field service businesses. With Joblogic, you can:

  • Create quotes from anywhere. Engineers can use their Joblogic mobile app to create an initial quote on-site which can be sent to the back-office for pricing and final approval
  • Attach supporting material to quotes. Back office staff can attach supporting notes, files, images and videos which may have been captured by field staff.
  • Speed up quote approval. When your estimates are complete, you can get immediate client approval via our customer portal software.
  • Use Quick Filters to easily find Quotes, Invoices, PO’s and PPM Contracts.
  • Break quotes down into multiple sections. Each section has a section total which may then be either approved or rejected by the back office user or customer. This allows for options on quotes and avoids having numerous quote revisions.
  • Speed up quoting with templates. Create editable quote templates for commonly quoted jobs that can be used again and again. You can also use previous quotes instead of starting from scratch when quoting for the same or a similar job and edit it as required.

Customise Your Field Service Quotes

Customise your quotes with your branding

Customise Your Field Service Quotes

Winning new customer contracts can be highly competitive. That's why it's important to capture your client's attention straight away with professionally branded quotes and estimates. With Joblogic, you can select an existing template from our document library or create a custom-built quote yourself. In doing so, you can keep your recognised branding at the very forefront and tailor job specifications to match the needs of your customer. When you have a template you're happy with, you can save it to your favourites for quick and easy access the next time you need it. This, in turn, becomes a great time-saver when you're creating multiple quotes on the go. With just a few clicks, your new, professional-looking quotes can be sent directly to your customers. Quick, simple and very effective.

Monitor All Quotes & Enquiries with Real-Time Dashboards

Joblogic's real-time dashboards help to streamline your field service operations by centralising all quotes and enquiries in one place. They act as a great forecasting tool by allowing you to visualise:

Real time dashboard view of quotes and enquiries

Joblogic's real-time dashboards help to streamline your field service operations by centralising all quotes and enquiries in one place. They act as a great forecasting tool by allowing you to visualise:

  • How many quotes have been raised overall or by customer/site.
  • The value of quotes that are still outstanding.
  • The percentage chance of converting each quote to a job.
  • The average quote values.

Create interactive, bespoke dynamic dashboards to analyse business performance by identifying areas of profitability and enhanced productivity. Choose from a huge suite of management reports or build custom reports from your chosen data and metrics. Improve data visualisation with pie charts, bar graphs, or league tables.

Field service quoting software also lets you review the status of your pending quotes via email. If you’re awaiting quote approval but haven't had a customer response, you can easily monitor their email open and click rates to see whether they’ve engaged with your original messages. From here, you can assess the need to send a follow-up email to prompt your customer.

Convert Quotes to Jobs Automatically

Convert quotes to job sheets

Convert Quotes to Jobs Automatically

Joblogic quote software removes a considerable admin burden by automatically converting all Upgraded quotes into live jobs. This saves you so much time as 99% of the job information has already been entered into the original quote. Once approved by the customer, all details and attachments from the quote will be copied across to your engineer's job sheet via the mobile app. As a result, jobs can be deployed to field staff in record time which allows for more work to be completed daily.

  • Upgrade quotes to jobs quickly and easily. Take payments and raise purchase orders at the same time as upgrading a quote to a job. No more tedious back-and-forth between different systems and software.
  • Improve the accuracy of quotes by adding the make and model of assets to both the Job Asset and Quote Asset sections. Helping you improve your asset management by making it easier to keep track of work quoted and carried out on each asset.
  • View the profitability of your job as you’re quoting. A breakdown of each job's profitability is shown in your quote summary so you can determine if the job is worth your time in advance.

Let Your Customers Approve Quotes Online

Dashboard view of quotes and stats for customers

Let Your Customers Approve Quotes Online

Back office users of our software can send quotes via email to clients, making the approval process even quicker. Customers can view their quote online, approve it and also pay a Deposit (if payment integration has been set up) all via the customer portal. Sharing this information with clients in real-time lets you minimise admin and showcase your company's professionalism.

Links to specific quotes and jobs in the customer portal can also be easily generated in just a few clicks and sent to the customer for direct access outside of the customer portal.

Send a portal link to your customer to allow them to approve a simple quote and approve or decline multi-section quotes.

Track Labour and Parts

Track labour and parts with Joblogic software

Track Labour and Parts

It's important to make sure that the work you're doing is worthwhile. That's why Joblogic cloud quoting software lets you specify the costs of both labour and parts (with appropriate price mark-ups) when creating new quotes. With our Schedule of Rates feature, users can quickly and efficiently price jobs and sales invoices by adding items to a quote or job.

This is a great way of assessing the profitability of a new quote and whether it is worth following up. When creating your quote you can add additional information with tags for uplifts and discounts in addition to subcontractor sub-totals allowing for even more clarity. You can even choose whether you would like your customer to have access to the cost breakdown by sending a Detailed quote instead of a Totals Only quote.

Taking payment has never been simpler with our Stripe Payments integration. Edit the deposit amount (choose from no deposit, partial and full) and take payment when upgrading a quote. You can also change the deposit type and update the deposit value of partial deposits before taking payment.

With these features, Joblogic helps streamline your business operations, giving you more time to focus on your core business activities.

Create Professional Quotes Anytime, Anywhere

Professional quotes and estimates are essential when it comes to winning new customers and increasing revenue. The simplicity of our quoting software makes it the ideal solution for field service businesses. With Joblogic, you can:

Create and view quotes in Joblogic digital library

Professional quotes and estimates are essential when it comes to winning new customers and increasing revenue. The simplicity of our quoting software makes it the ideal solution for field service businesses. With Joblogic, you can:

  • Create quotes from anywhere. Engineers can use their Joblogic mobile app to create an initial quote on-site which can be sent to the back-office for pricing and final approval
  • Attach supporting material to quotes. Back office staff can attach supporting notes, files, images and videos which may have been captured by field staff.
  • Speed up quote approval. When your estimates are complete, you can get immediate client approval via our customer portal software.
  • Use Quick Filters to easily find Quotes, Invoices, PO’s and PPM Contracts.
  • Break quotes down into multiple sections. Each section has a section total which may then be either approved or rejected by the back office user or customer. This allows for options on quotes and avoids having numerous quote revisions.
  • Speed up quoting with templates. Create editable quote templates for commonly quoted jobs that can be used again and again. You can also use previous quotes instead of starting from scratch when quoting for the same or a similar job and edit it as required.

Customise Your Field Service Quotes

Customise your quotes with your branding

Winning new customer contracts can be highly competitive. That's why it's important to capture your client's attention straight away with professionally branded quotes and estimates. With Joblogic, you can select an existing template from our document library or create a custom-built quote yourself. In doing so, you can keep your recognised branding at the very forefront and tailor job specifications to match the needs of your customer. When you have a template you're happy with, you can save it to your favourites for quick and easy access the next time you need it. This, in turn, becomes a great time-saver when you're creating multiple quotes on the go. With just a few clicks, your new, professional-looking quotes can be sent directly to your customers. Quick, simple and very effective.

Monitor All Quotes & Enquiries with Real-Time Dashboards

Joblogic's real-time dashboards help to streamline your field service operations by centralising all quotes and enquiries in one place. They act as a great forecasting tool by allowing you to visualise:

Real time dashboard view of quotes and enquiries

Joblogic's real-time dashboards help to streamline your field service operations by centralising all quotes and enquiries in one place. They act as a great forecasting tool by allowing you to visualise:

  • How many quotes have been raised overall or by customer/site.
  • The value of quotes that are still outstanding.
  • The percentage chance of converting each quote to a job.
  • The average quote values.

Create interactive, bespoke dynamic dashboards to analyse business performance by identifying areas of profitability and enhanced productivity. Choose from a huge suite of management reports or build custom reports from your chosen data and metrics. Improve data visualisation with pie charts, bar graphs, or league tables.

Field service quoting software also lets you review the status of your pending quotes via email. If you’re awaiting quote approval but haven't had a customer response, you can easily monitor their email open and click rates to see whether they’ve engaged with your original messages. From here, you can assess the need to send a follow-up email to prompt your customer.

Convert Quotes to Jobs Automatically

Convert quotes to job sheets

Joblogic quote software removes a considerable admin burden by automatically converting all Upgraded quotes into live jobs. This saves you so much time as 99% of the job information has already been entered into the original quote. Once approved by the customer, all details and attachments from the quote will be copied across to your engineer's job sheet via the mobile app. As a result, jobs can be deployed to field staff in record time which allows for more work to be completed daily.

  • Upgrade quotes to jobs quickly and easily. Take payments and raise purchase orders at the same time as upgrading a quote to a job. No more tedious back-and-forth between different systems and software.
  • Improve the accuracy of quotes by adding the make and model of assets to both the Job Asset and Quote Asset sections. Helping you improve your asset management by making it easier to keep track of work quoted and carried out on each asset.
  • View the profitability of your job as you’re quoting. A breakdown of each job's profitability is shown in your quote summary so you can determine if the job is worth your time in advance.

Let Your Customers Approve Quotes Online

Dashboard view of quotes and stats for customers

Back office users of our software can send quotes via email to clients, making the approval process even quicker. Customers can view their quote online, approve it and also pay a Deposit (if payment integration has been set up) all via the customer portal. Sharing this information with clients in real-time lets you minimise admin and showcase your company's professionalism.

Links to specific quotes and jobs in the customer portal can also be easily generated in just a few clicks and sent to the customer for direct access outside of the customer portal.

Send a portal link to your customer to allow them to approve a simple quote and approve or decline multi-section quotes.

Track Labour and Parts

Track labour and parts with Joblogic software

It's important to make sure that the work you're doing is worthwhile. That's why Joblogic cloud quoting software lets you specify the costs of both labour and parts (with appropriate price mark-ups) when creating new quotes. With our Schedule of Rates feature, users can quickly and efficiently price jobs and sales invoices by adding items to a quote or job.

This is a great way of assessing the profitability of a new quote and whether it is worth following up. When creating your quote you can add additional information with tags for uplifts and discounts in addition to subcontractor sub-totals allowing for even more clarity. You can even choose whether you would like your customer to have access to the cost breakdown by sending a Detailed quote instead of a Totals Only quote.

Taking payment has never been simpler with our Stripe Payments integration. Edit the deposit amount (choose from no deposit, partial and full) and take payment when upgrading a quote. You can also change the deposit type and update the deposit value of partial deposits before taking payment.

With these features, Joblogic helps streamline your business operations, giving you more time to focus on your core business activities.

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