Lead & Quotes Module

Capture potential sales opportunities by creating records of basic customer information within the Leads section. Take note of their interests and requirements to follow up and maximise conversion rates.

When a lead shows interest in your services, seamlessly convert their lead into a formal quote. Easily transfer their information and preferences from the Leads section to create a detailed quote that aligns with their needs and expectations.

Create professional quotes with ease using RemoteWorkr's intuitive interface. Include all necessary details, such as services, materials, and pricing, to create a quote that is ready to send to your potential customer.

Effortlessly send a quote document directly to a customer at the click of a button. Provide them with a clear overview of the proposed job and pricing, making it easy for them to review and make a final decision.

When the customer accepts the quote, you can convert it directly into a job within RemoteWorkr. Transfer all relevant information and details from the quote, ensuring a smooth transition from quote to job completion.