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Quoting
Bring structure, visibility, and control to your quoting process. Save time, win more jobs, and increase your revenue.
crewOS Quoting gives teams the ability to create, customize, and approve estimates right inside the same platform that runs the rest of their operations. No more disjointed processes or missing context, just faster, professional, accurate quotes that help work move forward and gives you more job wins.
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 PROBLEM
Your Reporting Systems Are Outdated
Most industrial service teams either have no reporting tool at all, or rely on outdated systems that are slow, rigid, and hard to customize. Even when data exists, it’s often buried in disconnected systems or requires technical support to extract. That leads to missed insights, delayed responses, and missed opportunities.
crewOS Smart Reporting solves that by connecting all your field data, like labor hours, inspections, expenses, timecards, safety forms, and more, into one powerful system, and then letting you analyze it in seconds.
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.
Ready for a Beter way?
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.
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.
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.
Benefits of Using crewOS for Quoting
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.
- 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.
Visibility. Accountability. Margin.
We Are The Solution You've Been Searching For
CUSTOMER REVIEWS
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.
crewOS Smart Reporting
Frequently Asked Questions
crewOS Smart Reporting
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.