Best For
- Estimators building service, project, or repair proposals.
- Sales managers reviewing approvals, discounts, and win rate.
- Operations teams preparing for accepted work.
Quotes & Estimating
Sell work faster with proposals that are easier to build, easier to approve, and easier for customers to say yes to.
See it in action
Most trades businesses do not lose quoted work because they lack technical skill. They lose it because estimating is slow, pricing gets inconsistent, approvals stall, revisions are hard to manage, or the customer experience between quote and sold job feels clumsy. Service Opus is designed to make quoting a cleaner revenue workflow from first draft through acceptance and handoff.
Business Needs It Solves
- Speed without sacrificing accuracy: Estimators need to build detailed proposals quickly without retyping the same scope on every quote.
- Margin protection: Sales teams need pricing guardrails and approval rules so discounting or high-value work stays controlled.
- Professional customer experience: Quotes should look polished, be easy to review, and be simple to approve online.
- Clean sales-to-operations handoff: Once a quote is accepted, the office should not have to rebuild the job from scratch.
How Service Opus Helps
- Detailed quote builder: Create quotes with line items, sub-line items, discounts, tax, notes, expiry dates, and customer linkage in one workspace.
- Templates, packages, and reusable structure: Reuse common quote layouts, proposal sections, alternate packages, and add-ons so quoting stays consistent while still allowing customization.
- Internal approval workflow: Use employee approval limits, approval reasons, and policy-based triggers so large or risky quotes get reviewed before they go out.
- Customer-facing quote delivery: Send branded emails, generate PDFs, and share secure portal links where customers can review the proposal and accept online.
- Revision control: Track versions, compare revisions, resend revised quotes with highlighted changes, and require reacceptance when scope changes matter.
- Follow-up and collaboration: Keep internal notes, collaboration entries, approval history, and follow-up tasks attached to the quote instead of spreading them across inboxes.
- Revenue handoff: Convert accepted quotes directly into jobs or invoices so the sold scope carries forward with less admin work and fewer mistakes.
- Performance visibility: Measure win rate, quote value, aging, close reasons, package mix, and rep performance so your sales process improves over time.
What This Means for Your Sales Process
Service Opus helps smaller teams quote with more structure and helps larger teams scale quoting without losing control. Estimators move faster, approvers see what needs attention, customers get a cleaner buying experience, and operations receives a more reliable handoff once the work is sold.
Best next step: Quotes become even more valuable when paired with Leads for pipeline control, Job Management for operational handoff, and Invoicing & Payments for downstream billing.
User Guide
Turn qualified demand into professional proposals that protect margin and hand off cleanly to operations.
Before You Start
- Maintain item, labor, tax, terms, and template defaults before quoting at volume.
- Define approval thresholds for discounts, margin, and high-value work.
- Confirm customer and site details before sending external proposals.
Recommended Workflow
- Start from the customer, lead, job, or quote list depending on the source of demand.
- Add scope, line items, labor, materials, taxes, discounts, exclusions, and terms.
- Use templates for repeatable proposal language and service packages.
- Submit for approval when policy requires it.
- Send the quote, track customer response, and revise when scope changes.
- Convert accepted work into a job or invoice workflow with the quote details preserved.
Review Checklist
- Scope is clear enough for the field team to execute.
- Pricing, taxes, discounts, and payment terms are reviewed before sending.
- Approval status is resolved before customer delivery.
- Accepted quotes have an operational handoff owner.
Common Handoffs
- Leads for pre-sale qualification.
- Jobs for execution after acceptance.
- Inventory for material readiness.
- Invoicing and Payments for deposits, progress billing, or final billing.
Ready to apply this workflow?
Use the guide to evaluate fit, then start a trial or talk through how Service Opus maps to your team, trade, and current operating process.