FieldQuo

Contatti e preventivi

Dalla richiesta al prezzo approvato — preventivi, extra, revisione IA, stime istantanee.

40 articoli

  1. The Leads boardEvery enquiry that reaches your company, on one four-column board, scored Hot, Warm or Cold, with the lead panel where you assign it, note it and turn it into a quote.
  2. Lead scoring: Hot, Warm, ColdHow FieldQuo scores every lead out of 100 from what the person told you, why the reasons are printed on the lead, and what changes the score.
  3. Where leads come fromThe ten ways an enquiry reaches your Leads board — your forms, your links, your ads, the receptionist and imports — and what every one of them has in common.
  4. The lead form on your websiteThe Request a quote form: what it asks a homeowner, where to get the link and the embed code, and what lands on your Leads board when they press Send.
  5. Facebook lead formsWhat happens when a homeowner fills in the form on one of your Facebook or Instagram ads: which connection reads it, how it becomes a lead, and what each control changes. The full setup is its own guide.
  6. Import leadsBring a list you bought or exported from another tool onto your Leads board from a CSV, scored the same way as an inbound enquiry.
  7. Convert a lead to a quoteWhat the Convert to quote button does: the client it creates or matches, the draft quote it opens, what carries over, and why the lead is not Won yet.
  8. The Quotes listEvery quote your company has written, with status chips that filter, a search box, and the quotes waiting on a client promoted to the top.
  9. Build a quoteThe quote builder from top to bottom — client, assignee, language, services, lines, cost and margin, notes, photos, totals — and the three ways out of it.
  10. Quote types and takeoffsSettings → Services & Pricing: the quote types you turn on, the four ways a type prices — takeoff, unit grid, tiers or questions — the rate card behind each, and custom types.
  11. Lines from your price bookSettings → Products & Services: the items you can drop onto any quote with their price already on them, how to add and import them, and how they appear in the builder.
  12. Group a quote by room or scopeHow a quote is organised into scope groups — one per service or section — and how the painting takeoff breaks a job down by area, so the client reads it the way they think about it.
  13. Painting priced by production rateMeasure the room or the elevation, say what is painted in it, and the quote works out the hours from your production rates and the gallons from coverage — with a rate set per kind of estimate that you keep in Settings.
  14. Photos on a quoteWhere the photos, videos and PDF plans on a quote come from, how to add your own from the site visit, the limits, and where they do and do not show up.
  15. AI quote review Solo in FieldQuoBefore a quote goes out, FieldQuo checks what is missing, how the price sits against the quotes you have already won, and whether any line needs plainer words — and suggests, never edits.
  16. The AI deep photo read Solo in FieldQuoThe one thing that reads the photos on a quote — up to 8 of them at full resolution, paid per run — and lists what to check on site.
  17. Upsell add-ons the client can accept Solo in FieldQuoOptional extras at the bottom of the quote, each with its own price, that the client ticks on the approval page — the total updates, and the server does the pricing.
  18. Good, better, best optionsThree linked quotes at three prices for one job. The pricing and the numbering exist behind the scenes; the screen to build a trio does not yet — so today you build the three yourself.
  19. Cost and margin on a quoteWhat the job costs you — labour, materials, overhead — and what is left, worked out beside the price while you quote. Internal, and never shown to the client.
  20. The break-even price Solo in FieldQuoThe lowest price a job can go out at and still cover the business — your real monthly overhead divided by how many jobs you can take on — and where that figure shows up on a quote.
  21. Send a quoteOne button emails the quote from your company's name, in the client's language, with the PDF attached and an approval link — and records that it went.
  22. The quote PDFThe PDF attached to every quote email carries your logo, your brand colour and your name — nothing on it says FieldQuo — and its sections can be reordered or dropped under Settings → PDF Templates.
  23. Quote statuses, and what each one meansDraft, Sent, Approved and Declined — what puts a quote in each, what each unlocks, and the badges that sit beside the status on the Quotes list.
  24. How long a quote stays validEvery new quote starts with a Valid until date 30 days out; you can move or clear it. After the date the client can no longer approve online, the list flags it in red, and nothing else changes on its own.
  25. A quote keeps its languageYou pick the language a quote is written in when you create it, and it stays in that language for life — the PDF, the approval page and the covering email all follow it, and nothing is machine-translated at send time.
  26. Online approval and signatureThe client opens the link on their phone, reads, ticks any extras, types their name, draws a signature and approves — and FieldQuo stores the signature with a fingerprint of exactly what they agreed to.
  27. Deposits on quotesA deposit is a line in your payment terms that prints on every quote as a percentage card — and, with a payment schedule switched on, an invoice request that goes out by itself the moment the client approves.
  28. Edit a quote that was already sentA sent quote can still be edited in place — the link the client holds shows the new version, and Send again emails a fresh copy — until the client accepts or declines.
  29. What happens when a quote is approvedAn approved quote becomes a job waiting for a date, a draft invoice, a to-do to schedule it and a Won lead — the same whether the client clicked the link or you recorded it by hand.
  30. Quotes sent with no responseHow the Quotes list surfaces the quotes nobody has answered, what Follow up sends, and how a follow-up rule chases them for you.
  31. Estimate Reviews: approve instant estimates Solo in FieldQuoEvery price FieldQuo computed for a homeowner waits here until a person confirms it — you approve at a figure, adjust it, or open the quote — and nothing can be sent before that.
  32. Instant quotes on your website Solo in FieldQuoTurn a trade on, set your rates and choose whether the homeowner sees a range — every estimate lands in Estimate Reviews, and your rate card never leaves the building.
  33. The self-quote form Solo in FieldQuoA public three-step form where the homeowner picks a service, gives rough numbers, photos or a PDF plan, and their contact details — it arrives as a scored lead, with no price shown to anyone.
  34. Roof measurement from the air Solo in FieldQuoType an address and FieldQuo measures the roof from Google's building model — sloped area, pitch, squares and the linear details — and fills the roofing takeoff, with an Undo and a refusal when the pin is on the wrong building.
  35. The kitchen designer Solo in FieldQuoDraw the run, pick the finish, and the cabinetry prices itself from Cabinet Pricing into the quote; the client gets a link to move cabinets on their own version, and the drawing prints on the quote and the invoice.
  36. From a phone call to a draft quote Solo in FieldQuoThe receptionist takes the call and never quotes a price; afterwards, one button reads the recording into the instant-quote form, prices it from your own settings and lands a draft in Estimate Reviews — or hands you the builder with what was heard already filled in.
  37. Import a subcontractor's quoteWhen another FieldQuo company sends you a quote, pull it into one of your own quotes as a marked-up cost line — your client sees one price, the sub never sees your markup, and the cost lands in job costing when the job is won.
  38. References and before-and-after photos in the quote emailTwo optional sections of the email that carries a quote — past clients who agreed to take a call, and photo pairs from finished jobs — set once under Settings → Quote Email and switched on or off per quote.
  39. Scope of work and payment terms on every quoteTwo boxes under Settings → Company: a default scope of work copied onto every new quote and editable there, and payment terms printed on every quote and invoice — with trade templates to start from and bracketed blanks you must fill.
  40. The large-quote alertAn email to every owner and administrator when someone on the team creates a quote above an amount you set — checked once a day, from Settings → Notifications.