Manage customer expectations with accurate cost estimates
Send detailed, professional cost estimates to improve conversions by providing clarity and transparency.
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- Speed up decision-making with detailed cost estimates
- Create branded estimates with PDF templates
- Allow customers to approve estimates digitally
Why do you need cost estimates?
By sending comprehensive cost estimates, you offer customers a clear understanding of the service process, required parts, and associated costs. This empowers customers to make informed decisions and cuts out ambiguity and misunderstandings throughout the service delivery process.
Bring clarity with accurate cost estimates
Create detailed cost estimates for service requests by specifying the necessary services and parts. You can also include taxes, make adjustments, and offer discounts to arrive at a ballpark figure. By providing transparent cost estimates upfront, you can manage customer expectations and reduce the chance of misunderstandings.
Send professional, branded estimates with PDF templates
Impress customers with visually appealing cost estimates that present necessary information with clarity. Use Zoho FSM's PDF templates and customize them to align with your brand. You can view the documents in your preferred format before sending them to customers.
Enable speedy conversions with easy estimate approvals
Eliminate lengthy estimate approval processes by allowing customers to digitally approve estimates directly from their email. Customers can also reject estimates and provide their reasons. This reduces multiple phone conversations and results in speedy conversions.
Frequently asked questions
The cost estimate on Zoho FSM provides complete information on the list of services to be completed and the parts required to do so. Along with this, the cost information, tax details, and other adjustments and discounts are also detailed to ensure transparency and streamline the work order management process.
Customers can approve the estimate by clicking the Accept button in the email they receive. Zoho FSM also allows team members to approve the estimate on the field service app to cater to scenarios where customers consent in person or through a phone call.
While creating an estimate, you can choose its validity. By default, the estimate is valid for 7 days. This helps maintain accurate pricing and speeds up service delivery in your field service business.
Zoho FSM lets you attach the cost estimate as a PDF while you mail it to the customer. You can choose an existing PDF template or customize it, and tick the check box to attach the PDF while sending the email.