Kaizen
iPhone app · Quote to paid, from the phone

Quotes & sales orders

Quotes and sales orders are two tiles on the home grid and two buttons on the dashboard, because they are the money. A quote is built on site from the customer record, with voice-to-quote transcription for the technician who would rather talk than type, and sent before the truck leaves. When the customer accepts, the quote becomes a sales order with the same details, and the order is what the schedule and the invoice are built from. The home grid shows how many quotes are awaiting review and how many orders are in fulfilment at any moment.

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Kaizen CRM iPhone app: The home grid. Every part of the workspace one tap away, each with a live count: companies, people, pipeline, quotes, orders, leads, photos, calendar, schedule.
The home grid Every part of the workspace one tap away, each with a live count: companies, people, pipeline, quotes, orders, leads, photos, calendar, schedule.
01

What it does

01

Quote from the customer record

Customer, site, and history are already there. The quote is the next thing on the record, not a document built elsewhere and attached later.

02

Voice-to-quote

Describe the job out loud at the truck and the transcription becomes the quote's working text. Edit, price, send.

03

Quote becomes order

Acceptance converts the quote into a sales order with nothing re-keyed. The order carries the operations the schedule plans from.

04

Counts you can see

Quotes awaiting review and orders in fulfilment are live counts on the home grid and tiles on the dashboard, so "what is outstanding" is a glance.

02

Why it matters in the field

Every day between the visit and the quote lowers the close rate. The customer cools, a competitor sets the price frame, and the quote arrives as a PDF rather than a continuation of the conversation. Quoting from the driveway removes the delay, and voice-to-quote removes the reason the delay existed: typing a quote on a phone is slow, and talking is not.

The quote-to-order step is where re-keying usually happens, and re-keying is where the evening admin comes from. One record from quote to invoice is the point.

03

On a Tuesday

  1. On siteWalk the job, talk the scope into the quote, price it from the catalogue, send it by text before pulling away.
  2. Day 2The follow-up sequence sends the first check-in on its own. The customer replies with a question; the sequence pauses.
  3. AcceptedConvert to a sales order. The schedule gets the operations; the invoice will come off the order when the work closes.
04

The office view of the same thing.

Field and office are not two systems that sync. They are one record, opened from two places.

app.kaizencrm.app/quotes
Office view · live
Live UIFilter to what must close this week — then watch one book itself into an order.

The office side of the same flow: quotes becoming sales orders becoming invoices, without re-keying.

05

Common questions

Can I create a quote from the Kaizen iPhone app?
Yes. Quotes start from the dashboard's Quote button or the customer record, with the customer and site already filled, and send by text from the phone. Voice-to-quote transcription lets you describe the job aloud instead of typing it.
What is voice-to-quote?
You record the scope of the job in your own words at the truck, and the transcription becomes the working text of the quote. You then edit, price, and send it. It exists because typing a quote on a phone is the reason quotes wait until the evening.
What is a sales order in Kaizen?
An accepted quote. Converting the quote creates the order with the same details and the operations the schedule plans from, and the invoice is later built from the order at completion. Nothing is re-entered between the three.

Keep exploring

Deal pipeline Quote to cash Quotes taking days to send Kaizen in the field

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