Quoting Tool

Tool for creating quotes in Attik. Web based and can be sent to the client directly and monitored.

Key Features

• Make quote within the same order form as a job.

• Client portal to view and accept the quote or make changes.

  • Client can pick a slot based on auto slot recommendation API.

  • Client can reject quote.

• Quotes can trigger communication workflow.

• Reminders, discounts, etc.

• Can be Email OR SMS based.

  • Can select phone number from current call (Aircall - see Call Scheduling block )

  • Can select contact from Spectora (Spectora Integration)

• Quote List

  • Accept quote and convert to job

  • Show Action Flow Activity

  • Updating services, inspector, contacts, address

  • Resend quote
    

Phase 2

• Dashboard tool to monitor won and lost quotes.