Capture signatures and take deposits
Confirm that the customer is in agreement with the estimated work and parts by capturing a digital signature on site–they can just sign with their finger on your mobile device or their own and the signature will be automatically attached to the estimate. Then take and record deposits to get the job moving along.
Easily create multiple versions
Customers often want to have access to several different options for any given job. With mHelpDesk, you can easily create multiple estimates for a customer, ranging from “top of the line” to “bare-bones” and have them select what’s best for them.
Common ProblemCreating estimates and quotes has traditionally been a slow and painful process. Going out in the field, creating estimates on site, and driving back to the office to finalize and send them to the customer is highly inefficient.
Our SolutionOur mobile app allows you to quickly create professional-looking estimates out in the field and send them directly to customers by email. Estimates created out in the field also sync instantly so your office staff can access them for reporting or printing when needed.
Last Updated By: Rochelle Sanchirico