Quote and Proposal Management for Pest Control
Quote and proposal management turns an inspection into a priced quote for a one-off treatment or a yearly AMC. Quotes are sent, followed up on a list and closed as won or lost.
From inspection to price
Follow-up
Every quote sits on a list with the date it went out and the date somebody should call. What the customer said on that call goes on the same record. After a few conversations the list shows which customers are still deciding.
Friday quote list
- Quotes sent this week with no answer yet
- Quotes approaching their validity date
- Who surveyed, and how many of those quotes close
- Lost quotes with the reason written against them
Follow-up remains a call
The follow-up appears on the list on the day it is due. A person in your office still calls the customer, and that call is where the job is won. The module removes the excuse that a pending quote went unnoticed.
Frequently asked questions
Can the quote go out from the site?
Yes, where the survey is done on a phone. The surveyor finishes, the quote is raised, and it reaches the customer by email or as a WhatsApp message made ready to send.
Can we quote a one-off treatment and an AMC together?
Yes. They appear side by side, which lets the customer compare a single job with a yearly contract on one page.
What happens when the customer says yes?
The quote becomes the contract or the job, and visits are laid out from the start date. Nothing is retyped. The price agreed is the price billed.
Tell us what you need.
Send a short brief and one of our engineers will come back to you within one business day.
- No obligation
- A reply within one business day
- Your details stay private