How to quote a job on-site without losing the room
The best time to win a job is while you're standing in it. Here's how to quote fast without the hard sell.
When you're standing in the customer's space, you have their full attention. Wait until you're home to write the quote and that attention is gone. Quoting on-site, while the interest is hot, wins more jobs.
Capture the details before you forget them
Between measuring and talking, details slip. Tap the mic and say the job out loud, and let the app fill in the lead for you. No typing with dusty hands.
Price it while you're there
You already know your numbers. Build the quote on your phone, add the line items, and you're ready to send before you pack up.
Send it before you leave
- 01Text the customer a link to the quote.
- 02They review it on their phone, with no app and no login.
- 03They approve and pay a deposit on the spot.
A quote in their hand before you drive off beats one that lands three days later. Speed is the edge.