A quote with the full context
Preparing a quote without the history of the enquiry increases the risk of missing an important requirement.
The quote stays linked to the customer and the site scope.
WHY IT MATTERS
A clear scope reduces disputes and costly rework.
Agreements on price and scope are easily lost when the quote, decisions and documents are kept apart. Link them to the customer and the right project.
PROBLEMSOLUTIONRESULT
Confirmed decisions
A verbal agreement is hard to reconstruct when the person handling the matter changes.
A recorded approval makes it easier for the team to work from shared agreements.Changes without ambiguity
Additional work without a confirmed scope leads to misunderstandings at handover and settlement.
You document the change and return to the site history when you need to confirm its scope.
USE IN YOUR COMPANY
For teams that agree scope and changes with the client.
Preparing quotes, confirming decisions and documenting changes apply to every project. Their shared history makes life easier for the office, the manager and the customer.
Are both sides working from the same agreements?
An unconfirmed change or a quote without the full context can come back as a dispute over scope, deadline or settlement.
WHAT THE SYSTEM CHANGES
- 01Enquiries and quotes linked to the customer and the project.
- 02Approvals and documents available to the team.
- 03A clear history of agreements when the scope changes.
HOW THE MODULE WORKS IN PRACTICE
From enquiry to an approved scope of work.
Example: a customer asks for a quote, and once work starts extra scope appears. Linking the contact, quote and approval to the right site reduces disputes over what was agreed.
DATAWORKDECISION
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01
Record the customer and the enquiry
Add a contact, an object and the scope to be quoted. The history doesn't depend on who answered the first call.
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02
Prepare a quote
Break the quote down into work items, quantities and prices. You can go back to versions and documents assigned to the customer and the site.
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03
Get a decision
Send the customer a secure link to a quote or status. The approval is saved against the right matter, with no need to create a separate customer account.
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04
Settle a change of scope
Describe the additional work, its value and its impact on the deadline. Keep the customer's decision in the site history before carrying it out.
REAL VIEW / CUSTOMER HISTORY
The history of the relationship is visible in the customer's data.
The customer profile shows active projects and the value of the relationship month by month. It helps you prepare for a conversation using work already recorded in the system.
THREE STEPS TO WORKING TOGETHER
From the enquiry to approve the scope.
ENQUIRYQUOTEDECISION
Enquiry
The customer history holds earlier contacts, sites and the agreed scope of work.
A starting point for the siteQuote
The scope and terms are recorded against the customer and the later project.
A shared basis for the conversationAcceptance
A confirmed decision stays with the project. It is easy to go back to the agreed version.
A clear decision history
PROJECT DELIVERY HISTORY
Every decision has its place.
SCOPEQUOTECHANGEHANDOVER
You set the scope
You record what the work involves and which documents and photos are needed.
You present the terms
A quote sets out the scope, price and next steps before work begins.
You document progress
Photos, documents and reports stay with the same project.
You update the agreements
A new scope has its own decision, document and place in the site history.
The history stays with the project
You can return to the scope, photos and agreements even after the work is finished.
TRY IT ON YOUR OWN SITE
Start with the customer you are working with today.
Add an enquiry, prepare a quote and keep the agreements with the project. Judge whether this way of working suits your team.
The site history starts with the first conversation.
- Where do I start? From the enquiry and the first quote.
- What happens after the trial period? If you do not activate the licence, the trial account will expire.
- A cut-down version? The full system, all modules.