The simple way to create job quotes

Creating clear, detailed quotes is a huge part of running a successful field service business. With Commusoft’s work order management software, you can centralize, speed up and streamline the entire process, right from the initial meeting through to accepting the quote.

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A customer accepts a quote via the quoting portal

It’s been proven over and over that professional quotes are a great way to win new customers and increase revenue. Your technicians will love the simplicity of Commusoft’s quoting software.

Professional job quotes in minutes, from anywhere

Create quotes on site

With professional work order management software, your technicians can produce engaging estimates and quotes using their mobile device while at the customer property

Attach images and videos

Need to grab a photo or video of the proposed location for that new installation? You can capture it through the Commusoft app and store it alongside the quote.

Get immediate approval

As soon as quotes have been completed, you can get them approved with a digital signature, so you can move on to booking the job right away

quotes software templates in commusoft job management system

Save time with estimate and quote templates

Every business will have a few jobs that come up time and time again when customers are requesting an estimate or quote for some work. Without templates, you’ll find yourself typing out the same information over and over. Commusoft allows you to create professional estimate templates through the web app that your technician can use when in the field.

Estimates software options

Provide multiple options for estimates and quotes

There’s almost always a couple of different ways to get a job done, whether it be with different parts or with different methods. Many customers like to hear what their options are. Commusoft allows your technicians to create multiple estimate options and send them all at once for approval or rejection. For example, you could send 3 differently priced quotes, offering a budget, standard, and high end service.

Quotation software turning estimate into a job

Automatically convert quotes into jobs

Why spend time copying over estimate information and setting up a new appointment when work order management software can do it all automatically? As soon as the customer has approved your quote with a digital signature, the system will convert it into a job. All the details will be copied over to the technician’s job sheet so they can get to work.

Financial reporting and analytics profit report

Ensure your work is profitable

When a technician creates an estimate or quote, they can specify the costs of both labor and parts (with the appropriate price markup) so you can check the profitability of a potential job. Don’t worry, your customer won’t have access to the cost breakdown when they receive the quote for approval.

Sent requests to suppliers for estimate parts

Include parts with your estimates and quotes

Ensure that quotes are as complete and as accurate as possible by including the exact parts that are required for the work. By sending price requests to vendors, you can get the best possible prices for your business and be in control of your profit margins. With our estimate parts portal, you can see prices the moment your vendors provide them, even without being logged in to the app. Managing your estimates and quotes has never been easier.

Accept estimates online via the Commusoft portal

Let customers accept quotes online

Tired of following up your quotes and chasing deposits? With Commusoft’s online quoting portal, your customers can respond to and accept quotes with a few easy clicks, straight from their email. If there is an initial deposit due you can even take the payment right there and then.

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