How to Quote Jobs On Site: No More Phone Call Back to the Office
On this page
Quick answerWhat it actually costsWhy it keeps happeningA practical checklistTry this weekWhat fixed looks likeHow Crittiks handles itBe honest about the limitsWhy Speed Wins JobsMaking On-Site Quoting PracticalTesting the FlowRelated ReadingFrequently Asked QuestionsYou’re on the roof. The customer is waiting. The price is in your head and the template is on a laptop.
“I’ll email it tonight.” You’ve just given them time to call someone else.
Explore the plans: see Crittiks pricing or try the savings calculator on the pricing page.
What it actually costs
The delay between inspection and quote is where jobs go to competitors.
Why it keeps happening
On-site quoting depends on tools that work on a phone, with prices to hand. Without that, quoting waits until the evening.
A practical checklist
- Standardise common job prices.
- Keep templates ready.
- Collect the customer’s details on site.
- Send the quote before leaving.
- Follow up the next day.
Try this week
Time your quote-to-send gap over the next five jobs.
What fixed looks like
Fixed means quote on the spot, send for signature, finish the conversation.
How Crittiks handles it
Crittiks supports quoting from a phone on-site and sending the contract for signature before you leave. Test the mobile experience in your trial against your own jobs.
Be honest about the limits
No tool fixes habits on its own. Crittiks helps when the team adopts the workflow, and it won’t suit every business: if you need deep specialist features in a single area, a dedicated tool may serve you better. Try it inside the 14-day trial against your real work before you commit.
Why Speed Wins Jobs
A customer comparing quotes tends to favour the one that arrives first and is clear. If you inspect on Tuesday and send the quote on Wednesday night, a competitor may already have sent theirs. The quote is not only a price; it’s a demonstration of how you work.
Making On-Site Quoting Practical
- Standardise common jobs with set prices or ranges.
- Keep templates ready on your phone.
- Capture contact details and the job description on the spot.
- Send the quote from the driveway if possible.
- Ask for acceptance while you’re there.
- Follow up the next day if you haven’t heard.
Testing the Flow
Before relying on any tool for on-site quoting, test it on a real job: signal, screen size, speed and how the customer experiences signing. A flow that works at your desk may not work on a roof.
Related Reading
- Crittiks pricing
- Platform overview
- Who Crittiks is for
- How to Get Client Approvals Faster
- How to Consolidate Business Software: Fewer Tools, Fewer Arguments
- Best-of-Breed vs All-in-One Software: An Honest Take
Frequently Asked Questions
Can I quote from my phone?
Yes. Test in trial.
Can the customer sign on the spot?
Yes, e-signature.
Does it dispatch crews?
No.
Is Xero supported?
Yes.
Can customers sign a quote on their phone?
Yes, electronic signature works on phones. Check that the flow suits your customers and the type of work.
Is there a free trial of Crittiks?
Yes. New workspaces get a 14-day trial. A card is required to start, but nothing is charged during the 14 days, and you see the exact plan and first charge date before your card is used.
Pricing note: Crittiks Pro is $99.95/month (8 seats included), Platinum is $139.95/month (15 seats included) and Diamond is $179.95/month (30 seats included); annual billing saves 20%. Enterprise is custom. Every tier includes all six suites; tiers differ by capacity (seats, mailboxes, AI credits), not features. New workspaces start with a 14-day trial (card required, nothing charged during the trial). Confirm current pricing at crittiks.com/pricing.
Crittiks pricing: Pro $99.95/mo (8 seats included), Platinum $139.95/mo (15 seats included), Diamond $179.95/mo (30 seats included), Enterprise custom; annual billing saves 20%. All six suites are included in every tier; tiers differ by capacity (seats, mailboxes, AI credits), not features. New workspaces start with a 14-day trial (card required, nothing charged during the trial). Confirm current pricing at crittiks.com/pricing.
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