Quote Management

Professional quotes to win more business

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Use historical data to increase your profit margins

Access historical quotes for similar jobs to help you build a proposal that is accurate and professional. Reduce the likeness of unexpected costs and increase your profit margins going forward with WorkPal.

Instant customer sign-off

Email quotations directly to customers and capture approval signatures instantly. Work in collaboration with your customers to get the job done faster, simpler and smarter.

Office staff can generate jobs directly from the quotation and schedule engineers proactively, allowing for better planning and faster response times.

5 Ways Field Service Management Software Can Benefit Your Business.

5 Ways Field Service Management Software Can Benefit Your Business.

Embrace paperless for streamlined operations 

No more missing quotations or site survey forms. All information is stored digitally with the WorkPal software and accessible from anywhere at any time.

Simply create a quotation within WorkPal, export as a PDF or email directly to the client.

Use quote status information for easy management

Create your own customised status’ to show at a glance how your quotations are progressing. Never miss another opportunity because of lost quotes or failure to follow up. 

Management teams can see which quotations are in progress, closed or lost. This gives key information for future decision making and developing a growth strategy.

Plan better with cost forecasting

With WorkPal you can see all upcoming and recurring jobs that need to be quoted for. With this, you can plan better, forecast costs and create more accurate proposals for your clients.

Connected, to get the job done

“Having parts and assets stored allows us to send professional looking quotes to prospective clients.”

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