Here at Inspect Point, we frequently hear about how helpful fire protection companies find our proposal features, especially the ability to link deficiencies and convert those quotes into work orders once they’re accepted. With Inspect Point’s latest product update, our sales tools are even more versatile, allowing teams to generate proposals when on-site and need to quote additional work or propose new inspection or installation work.
On-Site Quoting During or After Service Visits
From the field or office, teams can quickly and easily build out proposals related to service visits, selecting from Price Book items and utilizing ready-made proposal templates for a swift turnaround. You can even capture a signature and down payment on-site or send out the proposal digitally with the click of a button.
These tools make generating professional proposals for follow-up service visits quicker than ever. Management, reporting, and automation features within Inspect Point’s web app make it easy to identify proposal statuses at a glance and streamline follow-ups to get them approved.
New Business Proposal Creation
Creating a proposal associated with a work order also empowers your team to quote new service, inspection, or installation jobs.
Whether you dispatch a work order for a job walk to quote a new inspection or installation job or an estimate for repair work not tied to an existing inspection, you can leverage all of Inspect Point’s proposal features to create a quote, either from the mobile or web app.
Plus, Inspect Point’s ability to generate an inspection from a proposal allows you to seamlessly create an inspection series for the contract, enabling easy oversight and management of contracted inspection work.
Experience the Efficiency of Inspect Point’s Workflow
If you’re a current customer interested in learning more about how to use our proposal features, contact your CSM to schedule a consultation. You can find their information in the upper-right corner of your Office application.
Not yet a customer, but want to see how it works? Request a demo here to learn more!
