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.
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.