PREPARING ESTIMATES

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PREPARING ESTIMATES

Instead of the time consuming process in takes to create and estimate our app can be used via mobile to create a professional estimate in no time and forwarding to customers directly.

With auto sync you will always be connected and never miss a beat.

Features of our customer portal

Upload your custom logo to your estimates
Accessable via mobile and desktop
Connects with QuickBooks Desktop ® & QuickBooks Online ®
 
Ability to prepare estimates quick using templates
Customer being able to approve online with live notifications to owners
 

Making customer service #1

Forget about the messy handwritten estimates, Forget about customers losing estimates, Forget the misunderstandings and delays. With our system everythings is always legible and never lost always filed in your personal database.

Saving customer signatures and take deposits

With the approval on jobs from customers the system will save customer signatures to their file. Any deposits will be saved into the system to get the project moving forward.

Faster Estimates

Adding estimate templates or choose from items in your preset price list can be reused for every customer. Create customer estimates in no time.

Being able to create serval versions

Offering access to different options for jobs. With Smart Deskpal, have access to create several estimated for one customer from “highest quality” to “money saver” with them being able to approve which works best for each customer.

Customers receiving estimates quickly

Adding all costs and profits with it directly syncing into system. Being able to forward to customers immediatly with one touch of a button.

Convert estimates into invoices

After job created in a couple easy steps you can easily switch an estimate into an invoice once job is near completion. Smart Deskpal will save you lots of time making sure all is accurate upon conversion.

Frequently Asked Questions

Smart Deskpal is a field service management software that is optimized to cater for the needs of various industries such as HVAC and Refrigeration, Fire And Life Safety, Security System Businesses, Medical Equipment Businesses, IT & Communications Service Firms, Construction Companies, Oil & Gas Enterprises, Electrical Contractors, Facilities Management companies and lots more.

 

 

 

Field service management is the practice of coordinating field service operations, including the scheduling of work orders, dispatching servicemen, tracking work hours, job statuses, and invoicing completed tasks.

 

 

Smart Deskpal is available on Android and iOS devices. The availability of our software on your smartphone devices makes it easy to set up and manage team activities on the go. Even better is the fact that the program synchronizes automatically with our web application, making sure that your crew is kept in the loop every time.

 

 

 

No matter the size of your personnel, Smart Deskpal helps you simplify your operations by automation. It also helps you manage personnel activity to boost your enterprise’s productivity, increase revenues, and facilitate customer satisfaction.

 

 

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All The Features, All The Support, And No Credit Card Required.

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Integrations Built for your Workflow

Smart DeskPal seamlessly integrates with your favorite apps and software so you can focus on what you do best—running your business.

Paypal

PayPal makes it easy to get paid securely wherever you do business. Collect payments in the field or online.

Square

Process all major credit cards and get paid fast with Square. Collect payments online or use the free Square reader to get paid in the field.

Quickbooks

QuickBooks is easy-to-use online accounting software for small businesses. QuickBooks organizes all your bookkeeping and accounting.

Stripe

Accept payments online or in the field with Smart DeskPal Stripe integration. Stripe handles billions of dollars in transactions every year around the world.