Quote and Sales Module


The Quote and Sales module is a comprehensive field-sales solution designed for technicians to:

  • View and edit scheduled and assigned quotes / jobs
  • Create and present options to the customer, with items such as pre-builds, catalogue items, labour rates, service fees, and memberships
  • Save quotes / jobs with options as drafts before they are sent to Simpro Premium
  • Email quotes to the customers.

If you have access only to the Quote and Sales module, you receive notifications for:

  • activities
  • message notifications sent from the schedule
  • new / adjusted schedules on service quotes / jobs without discounts or fees applied
  • when you are assigned / unassigned to service quotes / jobs without discounts or fees applied.

You also have the option to complete jobs and quotes in either the Quote and Sales module or Service module. Learn more in How to Complete a Quote. Each module includes some exclusive functionality that is relevant to that module. For example the Quote and Sales module includes Memberships, to aid in upselling. The Service module includes the ability to record times and manage attachments. Ensure that you use the correct module to support your workflow.

Learn more in Simpro Mobile Settings.