On-Site Mobile Quoting
Turn technicians into closers. Build, present, and sell accurate estimates right from the field.
The Problem: When a technician tells a customer, "I'll have the office email you a quote tomorrow," you've already lost the sale. The customer's urgency drops, they start calling competitors, and your close rate plummets. To win the job, you have to strike while the iron is hot.
How It Works
Opsler puts the entire power of your sales process into a fast, intuitive mobile app.
- Step 1: Rapid Line Item Entry — Technicians use the global search to quickly add services and parts from your pre-configured pricebook, automatically pulling in correct pricing and margins.
- Step 2: Build Tiers (Optional) — If desired, the tech can easily categorize items into Good, Better, and Best tiers to present multiple options and increase the ticket size.
- Step 3: Present to Customer — The tech flips the tablet or phone into 'Presentation Mode', hiding costs and margins, and showing a clean, professional summary of the options.
- Step 4: Sign & Start — The customer signs directly on the glass. Opsler instantly converts the quote into a work order, allowing the technician to start the job immediately.
Who Uses It & Business Impact
Dramatically shorten your sales cycle and win more jobs.
- For Technicians — It makes selling easy and professional. They don't have to do mental math in front of the customer or fumble with paper pricing sheets. The app does all the heavy lifting.
- For Business Owners — Your close rate will skyrocket. By presenting a professional quote and securing a signature while the customer is still feeling the pain of their broken equipment, you eliminate the chance for competitors to swoop in.
Frequently Asked Questions
No. Because the mobile app syncs with your centralized Pricebook, the technician simply searches for a service or part, taps it, and all the pre-written customer-facing descriptions, photos, and prices instantly populate.
Yes, but with limits you control. You can configure role-based permissions that allow technicians to apply predefined discounts (like a 'Senior Discount' or 'Military Discount') or a maximum percentage off, without needing office approval.
The technician can tap 'Send via Email/SMS' instead of asking for a signature on the spot. The customer will receive a secure token link to view the quote later on their own time, and Opsler will track when they open it.
Yes. Opsler's offline-first architecture allows the tech to build the entire quote, calculate totals, and even collect a digital signature with zero cell service. The data syncs to the office as soon as they reconnect.
Ready to Run Your Business Without the Chaos?
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