Create and present proposals from custom or imported price books
Build and present beautiful proposals from templates or from scratch in the customers home.
Getting started is as easy as importing a price book or entering your basic tasks in our quick and easy interface. The heart of Field Nimble is our unique proposal system. You know how your techs should be presenting your business and we give you the power to pre-configure proposals that you know work. Know that someone’s furnace is 15 years old? Your tech can pick a pre-made template for a replacement opportunity and then modify it to fit the client. Find something you didn’t expect. No problem! Technicians can also make proposals from scratch.
Presenting to the client is a breeze. Every part of the proposal is clearly outlined, including any terms and conditions, policies, or other material you want to include. Clients get clear and direct presentation of exactly what they are getting and for how much. Need to negotiate on price? Our simple discount and coupon options give you the flexibility to get your price where you want it. Do you have VIP customers or want to provide discounted rates to Senior Citizens and Servicemen? Setup price levels for items and clearly present the savings to the customer.
Don’t lose the moment! Capture the momentum with a signature right then and there. Once you’ve agreed on service and pricing, clients can sign to accept your proposal. We know not every job can be done right then on site, so Field Nimble offers the flexibility to do the work now or schedule it for later. And because better cash flow means better business, you can collect full or partial payment on site. And once you've got your process down, Field Nimble lets you do more to make you proposals more powerful, like customizing templates by adding manufacturer's product images, videos, and documents. Not every win happens on site. Field Nimble tracks rejected proposals so you can figure out what went wrong and how to fix it. Plus, rejected or on-hold proposals are aways available to propose the next time you are on site or when you're ready to offer a discount to fill a hole in your schedule.