Product Update: Versatile Quoting with Inspect Point’s New Work Order-to-Proposal Workflow

Here at Inspect Point, we frequently hear about how helpful fire protection companies find our proposal features, especially the ability to link deficiencies and convert those quotes into work orders once they’re accepted. With Inspect Point’s latest product update, our sales tools are even more versatile – teams can generate proposals when on-site and need to quote additional work, or propose new inspection or installation work.

On-Site Quoting During or After Service Visits

From the field or office, teams can quickly and easily build out proposals related to service visits, selecting from Price Book items and utilizing ready-made proposal templates for a swift turnaround. You can even capture a signature and down payment on-site or send out the proposal digitally with the click of a button.

These tools make generating professional proposals for follow-up service visits quicker than ever. Management, reporting, and automation features within Inspect Point’s web app make it easy to identify proposal statuses at a glance so your team can easily know where to focus their time.

New Business Proposal Creation

Creating a proposal that is associated with a work order also makes it easier when it comes time to quote new service, inspection, or installation jobs.

Whether you create a work order for a an estimation or quote not tied to an existing inspection, you can leverage all of Inspect Point’s proposal features to create a quote, either from the mobile or web app.

Plus, Inspect Point’s ability to generate an inspection from a proposal allows you to seamlessly create an inspection series for the contract, enabling easy oversight and management of contracted inspection work.

Experience the Efficiency of Inspect Point’s Workflow

If you’re a current customer interested in learning more about how to use our proposal features, contact your CSM to schedule a consultation. You can find their information in the upper-right corner of your web-based Inspect Point instance.