Internal Quoting Overview

This video goes over what doing an internal quote looks like.

  • Quote multiple Scopes of work at the same time. You can send your customers a deep clean quote, recurring quote, and even multiple frequencies all on the same quote.

  • Automatic saving of each step and the ability to navigate back to previous steps quickly.

  • You can create dynamic questions that are hidden or shown based on your workflow. Your questions can be designed in such a way to guide your salespeople through the process from start to finish in an organized and logical path.

  • Quote by Square footage and or Rooms depending on the Scope selected.

  • Tooltips that help you understand how the price was calculated and the hours that have been created for that scope.