- ProblemPreparing each quote took ten minutes, but quotes could sit waiting for days.
- ApproachUse survey data directly for the quote and report, from the field service app.
- ResultThe customer receives a proposal immediately. Less administration and clearly documented agreements.
The survey was done. The quote was not.
After a site survey, the quote still had to be prepared. This took around ten minutes, but it could take days before someone got to it. The customer waited for a proposal even though all the necessary information had already been collected.
Missing details or verbal agreements could also lead to surprises later. Additional work during installation can quickly eat into the margin.
Record it once. A complete proposal, immediately.
We connected the site survey to quote preparation in the field service app. The information the technician records on site is used to prepare the quote. The survey report is included automatically.
Survey → wait → prepare quote
Pass the information to the office. Around ten minutes to prepare each quote. Sometimes days of waiting before the customer receives a proposal.
10 minutes of administration per quoteSurvey → send quote
The quote is ready using the recorded survey data. The technician sends it immediately, together with the survey report.
No extra time for the technicianFrom survey data to a proposal on the phone
An anonymised demo of the survey app, using example data. Interface shown in Dutch. Click a screen to enlarge it.
Customer communication is also part of the app. If delayed, the technician can send a prepared message with one button. After the job, they can show a QR code that lets the customer leave a review immediately.
Less quote preparation. Clarity for the customer, sooner.
saved on preparing quotes.
Calculated at 60 quotes per month and around 10 minutes of preparation per quote, based on the team's time estimate.
A proposal immediately after the survey
The quote no longer has to wait for the office to process it. The customer receives a proposal immediately and can decide straight away.
Accurate quotes and clear agreements
Survey data and customer agreements are recorded and included. The customer, office and technician all have the same information. This helps prevent miscommunication and unexpected work that eats into the margin.
A professional update with one button
Is the technician running late? They send a prepared message with one button. The customer gets a clear, professional update without the technician having to rush to type a message.
Leave a review without searching
The technician shows the review QR code in the field service app. A happy customer can easily leave a review on the spot.