Creating estimates and quotes has traditionally been a slow and painful process. Going out in the field, creating estimates on site, and driving back to the office to finalize and send them to the customer is highly inefficient.
Our mobile app allows you to quickly create professional-looking estimates out in the field and send them directly to customers by email. Estimates created out in the field also sync instantly so your office staff can access them for reporting or printing when needed.
Highlights of using mHelpDesk’s Estimates and Quotes
- Fully-customizable design
- Add your logo and terms and conditions
- Works on mobile and desktop
- Integrates with QuickBooks Desktop ® & QuickBooks Online ®
- Faster estimates using templates (item groups)
- Automated online customer approvals
Leave a great, professional impression
Handwritten estimates can be hard to read and homeowners can misplace them, leading to misunderstandings and delays. With our professional digital templates, your branding is front and center and they’re always available and legible.
Create Estimates Faster
Create re-usable estimate templates or choose from items in your preset price list. Creating estimates is quick and easy.
Send estimates right away
Calculate job costs and profits on the fly, and then email or print estimates for your customer immediately, on site or when you’re back in the office.
Capture signatures and take deposits
Confirm that the customer is in agreement with the estimated work and parts by capturing a digital signature on site–they can just sign with their finger on your mobile device or their own and the signature will be automatically attached to the estimate. Then take and record deposits to get the job moving along.
Easily create multiple versions
Customers often want to have access to several different options for any given job. With mHelpDesk, you can easily create multiple estimates for a customer, ranging from “top of the line” to “bare-bones” and have them select what’s best for them.
Convert estimates into invoices
Once you’ve been selected for the job, it’s just a couple of clicks to turn your estimate into a job in mHelpDesk. You spend less time copying data over, and more time making sure you and your team do high-quality work.
Take Your Field Service Company to the Next Level with mHelpDesk
See all of mHelpDesk’s Features
Generate More Leads | End-to-End Job Management | Mobile Access | Customer Tools | Billing and Payments | Reporting | Integrations