Turn enquiries into signed quotes before anyone else calls back
Take requests from your website and your phone, send quotes clients can say yes to in a tap, and follow up on every job a property still needs.
Quotes your clients can say yes to
Build a quote from your own services, products and materials, add optional lines, and send it. The client picks the options they want and signs - online, or on your phone in the driveway.
- Optional lines the client chooses between
- Signature and acceptance online or in person
- Take a deposit when they accept
- Turn an accepted quote into a job without retyping
Nothing sits in someone's head
Requests, quotes and jobs on boards you move by dragging, so you can see what is waiting on you and what is waiting on the client.
- Boards for requests, quotes and jobs
- Drag to move a stage
- Follow-ups that come back at the right time
Never lose the upsell
When the crew spots a worn part or a unit near the end of its life, they log it with photos. crewduo follows it up, reminds the client, and turns the yes into a quote.
- Logged on site from the phone, with photos
- A follow-up queue so nothing slips
- Automatic client reminders and visit summaries
- Equipment at a property and the maintenance it is due
Win more work, feature by feature
Each one shows the plan it comes with. Compare plans.
Requests
Capture every enquiry - from the phone, the website or the office - in one place.
Quotes
Line items from your catalogue, discounts, taxes and a total the client understands.
Clients and properties
Every client, their addresses, contacts and history in one record.
Quotes and invoices as PDF
Email a tidy PDF from any plan, including Free.
Client options and e-signature
Clients choose optional lines and sign online or in person.
Quote templates
Save a quote you send often and start the next one from it - on the web or the phone.
Message templates
Reusable wording for quotes, reminders and follow-ups.
Branded client emails
Your logo and colour on every client email, with wording you can edit and test.
Find and merge duplicates
Spot the same client entered twice and merge them with all their history.
Duplicate for another client
Copy a quote or job to a new client in one step.
Pipeline boards
Requests, quotes and jobs as boards you move along by dragging.
Follow-up board
A board of open follow-ups you move along by dragging.
Recommendations
Log work a property needs, follow it up and turn it into quotes.
Equipment and maintenance due
What is installed at each property, and when it next needs service.
Lead capture widgets
Drop a lead form on any page you own and route it into the inbox.
See it with your own jobs - free
The free plan runs the work for as long as you like. Want to see everything first? There is a 14-day free trial on Fleet, our top plan with every feature - no card needed.