Real-time visibility into the status of your prospects makes it easy to develop comprehensive marketing, sales and operations plans. Have a bunch of open estimates you expect to sell soon? Prepare your operations team for a busy future. Don't have many opportunities at the top of the funnel? Create a campaign to build your sales pipeline.
Sell Faster. Sell Smarter. Sell More.
Crush Sales Challenges
Identify New Sales Opportunities
Visibility and real-time access to accurate contract information not only increases billing velocity, it also empowers your team to identify new sales opportunities. Dashboards show you how many agreements are set to expire and which customers need a follow up.
Whether you are bidding on new work, or your technician in the field needs to provide a quote for additional work, FIELDBOSS enables you to easily transition from quotes to work orders, or apply a quote to an open work order.
Track Analytics On Quotes
Dashboards can track the analytics on quoting by customers, job type, open and closed quotes, and more. Measure the success of your quotes by margins and profitability, and how many quotes turned into jobs.