Sales & Quotations
Win work from lead to priced quote.
Capture leads, schedule site visits, build itemised quotations, and convert to jobs — all in one place. No spreadsheet handoffs, no lost follow-ups.
What it does
Concrete outcomes
- Capture leads from calls, walk-ins, or web forms and assign them to a salesperson.
- Schedule and log site visits with date, notes, and photos so the office sees progress.
- Build line-item quotations with your price book, attach terms, and send as PDF.
- Convert accepted quotes into jobs with one click — crew, materials, and timeline carry over.
- Track every customer interaction in a timeline so nothing slips through the cracks.
How it works
Step by step
Enter the customer name, contact, and requirement. Tag the source so you know what is working.
Schedule a site visit, capture photos and measurements, and add notes from the field.
Pick items from your price book, add quantities, apply discounts, and generate a branded PDF.
Track quote status, send reminders, and convert to a live job when the customer approves.
Business growth
How it helps you grow
Structured follow-ups mean fewer leads go cold. Your team knows exactly who to call and when.
Price-book quotations eliminate guesswork. Margins stay healthy because every line item is costed.
See open leads, pending quotes, and conversion rate at a glance so you can forecast revenue.
Quotes become jobs in one click. Customer details, line items, and scope carry forward automatically.
In Konnect
Modules you will use
Capture and assign incoming enquiries.
Schedule, log, and review field visits.
Maintain a single customer record with full history.
Build, price, send, and track quotations.
FAQ
Common questions
Can I import my existing customer list?
Yes. You can upload customers from a CSV or Excel file. Duplicates are flagged automatically. Talk to us or email hello@codingroof.com.
Does the quotation include tax calculations?
Quotations support tax groups so line items show the correct GST or VAT breakdown. Talk to us or email hello@codingroof.com.
What happens after a quote is accepted?
You convert it to a job. The crew, materials, and customer details move over so there is no re-entry. Talk to us or email hello@codingroof.com.
Ready to see it in action?
Get a walkthrough of Konnect tailored to your business.