How it works12 steps
The quote chain, end to end.
A request arrives by email. Scroll: every step happens without you, except one click.
The 12 steps of a quote, from request to payment
- A client asks for a quoteby email, as always.
- The reply goes out by itself,with the questions that matter.
- The facts are in:two visit slots go outfrom your calendar.
- The day of the visit comes:the techniciantakes his notes.They file themselves.
- A detail forgotten?The question goes out by itselfto the right person.
- Everything gathered:the quote is ready, priced.You click: it's sent.
- No answer after a week?The chase goes out automatically.
- The client signs online.The deposit arrives with the signature.
- The order writes itselfand goes outto your supplier.
- The order is ready:two slots are offeredto the client, and their choicelands in the calendar.
- The job is done:the invoice goes out.
- 12 stepsOne click