FieldQuo

FieldQuo 独有

其他产品里找不到的功能。

34 篇文章

  1. FieldQuo AI: ask about your own businessAn assistant that answers questions from your company's own quotes, invoices, clients and schedule, declines everything else, and runs inside a monthly allowance.入门
  2. AI quote reviewBefore 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.线索与报价
  3. The AI deep photo readThe 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.线索与报价
  4. Upsell add-ons the client can acceptOptional 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.线索与报价
  5. The break-even priceThe 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.线索与报价
  6. Estimate Reviews: approve instant estimatesEvery 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.线索与报价
  7. Instant quotes on your websiteTurn 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.线索与报价
  8. The self-quote formA 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.线索与报价
  9. Roof measurement from the airType 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.线索与报价
  10. The kitchen designerDraw 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.线索与报价
  11. From a phone call to a draft quoteThe 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.线索与报价
  12. Safety incidents and near-missesA crew member reports an injury, a near-miss or property damage from the site in under a minute; a manager follows up, sets the status and records what was done.工单与排程
  13. A chat room for every jobEvery scheduled job gets its own room in Chat, with the crew booked on its visits and the office already in it — nobody adds anybody by hand.工单与排程
  14. Bank debit in Canada: 1% capped at $5Where pre-authorized bank debit is offered, what it costs, how long a debit takes to clear, and why the $5 cap is the cheapest way to collect a large bill.发票与收款
  15. Service plans (recurring billing)Sell a repeat — spring and fall, monthly, quarterly — and let each visit raise its own invoice, or charge the client's saved card or bank account automatically.发票与收款
  16. Service plans paid by bank debit: the mandateWhat the client agrees to before a plan can charge them, how a Canadian pre-authorized debit is set up and settled, and what stops it.发票与收款
  17. Client equipment and warrantiesRecord the furnace, the panel or the cabinets you installed at a client's property with its warranty date and service history — and get a call list of the warranties about to run out.客户
  18. Payroll runsHow approved hours and saved rates become a pay run with payslips — Calculate, save as draft, approve, record as paid — and the one thing FieldQuo deliberately does not do: move the money.团队与权限
  19. Vehicles and fleetThe vans: what is due, what is expiring, who has each one — insurance, registration and service by date or by mileage, a maintenance log, documents, and the running cost for those who may see it.团队与权限
  20. Purchasing: orders, stock and suppliersWho you buy from, what you have on order and what is on the shelf — purchase orders taken delivery of line by line, a stock level summed from movements, and a reorder alert for materials with a threshold.团队与权限
  21. The website builderDescribe how your site should feel, and FieldQuo writes it from the details you already entered — then Save, Publish, and change it by typing again.营销与网站
  22. Lead funnelsMobile-first, tap-through quizzes for your ads and link-in-bio that qualify a visitor and drop a scored lead on your Leads board — with a drop-off report per step.营销与网站
  23. Pamphlet and door-hanger routesPlan a door-to-door distribution as a list of addresses, let FieldQuo order them into a route, and tick off each doorstep from a phone — with a doorstep conversation turning straight into a client and a visit.营销与网站
  24. The Marketing DesignerDesign one ad on a canvas and get it in every size Instagram, TikTok, Facebook and YouTube ask for — templates, your own photos, stock photos, text and shapes free; AI images on credit; approval before anything goes out.营销与网站
  25. The Messages inboxWhere your Facebook Page, Instagram and WhatsApp Business conversations land, how they are grouped, and what every button on the screen does.消息
  26. WhatsApp Business messagesYour own WhatsApp Business number answered in the same inbox as Facebook and Instagram, with the 24-hour rule WhatsApp itself enforces — coming soon: built, and waiting on Meta's approval before any company can connect a number.消息
  27. The AI employee: drafts you approveHire an assistant for one job — closer, receptionist or tech support — that answers a customer's message from your own price book and material, writes a draft, and waits for you to send it.消息
  28. The phone receptionistAn AI receptionist on a local number: what it does on a call, how to set it up in seven cards, what each control changes, what a minute costs, and what nobody else's pricing page lists.消息
  29. Quote callbacksThe assistant rings a client after their quote goes out, the day before a visit, and on a new enquiry — which quotes, the eight checks before it dials, the consent it needs, and the card that says why a quote was not called.消息
  30. The crew inbox: photos and updates by textYour crew text photos and notes to one number and they file themselves to the right job — no app, no login. The setup panel, the queue of photos that need a person, what each text costs, and who sees what.消息
  31. Team chatThe company talking to itself: #general for everyone, a room per active job for the crew booked on it and the office, direct messages, @mentions that reach a phone — and nothing that leaves the company.消息
  32. How You Compare: your prices against the platformInsights opens on an anonymised pricing comparison: your average per service category against every opted-in company's average — how to opt in, exactly what goes into the average, and what the page never shows.报表与洞察
  33. The KPI dashboardOne screen for sales, money flow, business costs, profit, execution, quality, cash and customer — the period buttons, what each section holds, how a card reads when it has no data, and who can open it.报表与洞察
  34. Nothing says FieldQuoEvery quote, invoice, page and email a homeowner sees carries your logo, your colour and your name — where that comes from, how one colour becomes a readable document, and the short list of places FieldQuo's own name can appear.客户看到的内容