A field-to-quote workflow for contractors—capture what you learn on site, organize the estimating details, and carry that information forward into a professional scope.
A field-to-quote workflow for contractors—capture what you learn on site, organize the estimating details, and carry that information forward into a professional scope.
Keep photos, notes, measurements, nameplate information, files, and job details together.
Organize labor and materials by the work being quoted instead of rebuilding the visit from memory.
Move work from pre-quote through estimating and ready-to-quote stages with clearer ownership and status.