Sending Quotes to Customers

Once a quote has been reviewed and is ready to be shared, it can be sent directly to the customer.

Sending quotes through FieldHive helps keep customer communication connected to the quote, making it easier to track activity and manage future work.

Preparing a Quote

Before sending a quote, it is worth reviewing:

• Customer information

• Job details

• Services and items

• Pricing

• Quote descriptions

Taking a few moments to review the quote can help ensure customers receive accurate and professional information.

Quote Formats

FieldHive supports different quote formats, allowing you to decide how much detail is shown to the customer.

Depending on your requirements, quotes can be presented as:

• Simple pricing

• Materials and labour breakdowns

• Detailed itemised quotes

This allows you to tailor quotes to different customers and types of work.

Sending a Quote

When sending a quote, FieldHive generates a professional quote document that can be shared with the customer.

The quote remains linked to the customer record, making it easier to review communication and activity later.

Tracking Progress

After a quote has been sent, its status can be updated to reflect customer responses and progress.

Statuses help distinguish between quotes that are awaiting a decision, accepted work and opportunities that have not proceeded.

Following Up

Not every customer responds immediately.

Keeping quote statuses up to date makes it easier to identify quotes that may require follow-up and helps ensure opportunities are not overlooked.

Keeping Everything Connected

Quotes are connected to customers and can later be linked to bookings and invoices.

This helps create a clear workflow from initial pricing through to completed work, reducing duplicated administration and keeping information organised.

Building a Professional Experience

Clear, well-presented quotes help customers understand the work being proposed and the costs involved.

Using FieldHive to create and send quotes helps maintain a consistent and professional experience across your business.