servicesight software quotation screen

Raise quotations from customer requests via the web, from your office or directly on the mobile app. Job quotes allow you to capture labor hours and materials needed as well as work descriptions and terms.

Quotes can be emailed or viewed and accepted by customers online immediately. Once accepted jobs are raised from the quote automatically ready for assigning to a technician.

  • Create quotes with description, notes, labor, materials needed
  • Choose your quote format before emailing to your customer
  • Customer can view & accept quotes on web portal
  • Technicians can raise quotes on mobile app
  • Turn a quote into a job with on click
  • See which quotes have been successful
  • Jobs linked back to quote for visibility

Key Benefits

Manage sales quotations efficiently

  • Create, track & view quotes easily
  • See status updates in real-time
  • Search, sort & filter your quotes list
  • Mark as ‘won’ or ‘lost’ with one click

Respond immediately to customer requirements

  • Raise quotes on mobile app whilst on site
  • Capture customer requirement face to face
  • Quotes are emailed or available online for customer approval

Track materials needed for your work orders

  • Add specific materials to quotations
  • On acceptance material items are automatically transferred to job
  • Items also appear on sales invoice
  • Apply individual customer discounts & pricing to quotations

Get quotes accepted and work planned faster

  • Sales quotes can be accepted online via the customer web portal
  • Once accepted they are automatically turned into jobs
  • Quoted Jobs can then be planned and allocated easily