Win and keep good work
Price the work clearly and protect the margin.
Itemized proposals, templates, approval controls, customer acceptance, and conversion.
Useful to the people doing the work
Where quotes and estimating fits
CSR and office
Capture the right details and keep the next action visible.
Sales
Move opportunities forward with the history and ownership intact.
Owner or manager
See where work is being won, delayed, or lost.
See quotes and estimating in Service Opus
How the work moves
A practical way to run this workflow
Turn qualified demand into professional proposals that protect margin and hand off cleanly to operations.
Who uses it
- Estimators building service, project, or repair proposals.
- Sales managers reviewing approvals, discounts, and win rate.
- Operations teams preparing for accepted work.
Set it up right
- 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.
Run the 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.
Do not let this slip
- 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.
What it hands off to
- Leads for pre-sale qualification.
- Jobs for execution after acceptance.
- Inventory for material readiness.
- Invoicing and Payments for deposits, progress billing, or final billing.
See it with your process
Walk through quotes and estimating using the way your company works today.
No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.