Manage site visits before the job starts
Plan inspections, record what you find, and make the next step clear for customers who need work quoted at their property or location.
A clearer way to run the work
- Protect time spent travellingChoose a site visit fee, make the visit free, or set a condition that waives the fee when the customer accepts the proposal.
- Turn findings into a proposalKeep notes and job context together so the quote reflects the visit rather than starting again from a blank document.
- Keep customers informedGive customers a clear next step from the inspection through to approval, payment and the final invoice.