Quoting

Structure and visibility over every quote. Win more of the jobs you bid.

Create, customize, and approve estimates inside the same platform that runs the rest of your operations. No disjointed processes, no missing context.

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The Problem

Your Quoting Process is Slow, Manual, and Disconnected

For many industrial service companies, quoting is still a mix of manual input and tracking paired with inconsistent processes and fragmented communication. Quoting can be one of the most time-consuming steps in the job cycle. Between spreadsheets, emails, and manual calculations, even simple quotes can take hours to assemble, review, and send, slowing down projects and leaving revenue waiting on approvals.

Inefficient Processes

Re-entering the same information from emails into work orders and back again?

Missed Opportunities

Unable to identify opportunities to upsell because of a lack of visibility?

No Pipeline Visibility

Can’t predict accurate revenue or won/lost jobs due to disorganized processes?

Inconsistent Pricing

Different estimators giving different pricing, causing a lack of consistency and accountability?

Wasted Time

Taking hours to piece together different communications from different people to create one quote?

Bottlenecks

Lacking a single source of truth for key metrics, making it hard to see where you can improve?

The Solution

crewOS Field Service Management Software

Teams can create and manage quotes directly inside of crewOS.

Instead of starting from scratch or switching between systems, teams can manage quotes from start to finish, with all job, customer, and cost data already in place.

Turn quotes into work orders instantly,

crewOS lets you create a quote and convert it into a work order in just a few clicks, saving time, eliminating duplicate work, and increasing overall efficiency for your team.

All information is easily found in one place.

Quotes are automatically linked to customers, assets, and work orders, ensuring that every estimate is backed by accurate, up-to-date information.

Manage with real-time insight.

Managers can approve, revise, or convert quotes to work orders instantly, keeping projects moving and visibility high.

Win more jobs.

Quotes aren’t stuck in bottlenecks during the process. See what the quote’s status is at any time, and send it directly to the customer from crewOS to ensure quick turnarounds, easy tracking, and increased job revenue.

01

Quote-to-Work Order Conversion

Once approved, a quote can be converted into a work order with a single click. All related details, pricing, customer notes, and scope, flow seamlessly into the next stage of the job lifecycle.

02

Approval and Revision Tracking

Gain full visibility into quote status. crewOS keeps a history of every version, approval, and edit, so your team always knows where a quote stands and what’s changed.

03

Dynamic Quote Building

Easily built detailed quotes using live data from your crewOS environment, including customer information, job details, and standardized pricing. crewOS makes it simple to create, edit, and send quotes quickly, all in one place.

The Payoff

Benefits of Using crewOS for Quoting

Faster turnaround

Create and approve quotes in minutes, not days.

Increased accuracy

Automatically pull customer and rate data from one source of truth.

Improved visibility

Track every quote from draft to approval in real time.

Stronger margins

Ensure consistency and eliminate under- or over-pricing errors.

Seamless handoff

Move from quoting to execution without rework or data loss.

Increased job wins

A seamless quoting process saves your team time and increases visibility, ensuring customer satisfaction and more job proposal wins.

With crewOS, quoting becomes more than a pricing step, it becomes the first link in a connected, intelligent workflow that unites your teams from proposal to completion.

Customer Reviews

“With crewOS we have a one-source solution that lets us have all of the information we need in one spot.”

Tray Ivey, President, DESHAZO

DESHAZO Case Study

With crewOS, DeSHAZO reduced the length of their billing and job tracking workflows thanks to built in features like Quoting. They replaced expensive manual data entry with seamless automation.

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crewOS Quoting

Frequently Asked Questions

How does quoting integrate with work orders?

Once a quote is approved, it can be instantly converted into a work order with all associated details, saving hours of setup time and keeping your data consistent.

Can multiple users collaborate on a single quote?

Absolutely. crewOS supports team collaboration and tracks every edit, so you’ll always know who made changes and when.

Is there a way to report on quote success rates or performance?

Yes. You can view quote status and outcomes directly in crewOS dashboards, helping leadership monitor conversion rates and identify trends over time.

Can I send a quote directly from crewOS to my customer?

Yes. You can easily email a completed quote to a customer directly from the crewOS software. Your customer will instantly receive a link to your professional, branded quote.

It’s Time To Get Started

We’ll help you be the hero every field service operation needs.

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