Blue collar
The person who quotes it is the person who does it.
In a field business the estimator is usually the owner, the foreman or the one who answers the phone, and the quoting happens after a day on the tools. Signal is built for that: the quote goes out from the ute, the follow-up happens without anyone having to remember it, and the customers you already have get rung before somebody else rings them.
14 days free. No credit card.
- 14 days free
- No credit card
- Unlimited users
The problem
The work is won on site and lost in the office.
Nobody in a field business has a spare afternoon for admin, so the admin is what costs you.
Three ways it goes
The quote is written at nine at night
From a photo of a notebook, using last job’s document, with a real chance last job’s prices survive the find and replace.
Nobody chases the ones sitting there
A quote sent and never followed up is the most expensive thing in the business, because the job was already measured, scoped and priced.
Good customers go unrung for a year
The site runs fine, so nobody visits. Then the plant fails and they ring whoever put a sticker on it, which is not you.
How it works
Built around the quote and the follow-up.
The week
Book the site visit without four phone calls
Send a link and let them pick a time. A thirty minute site assessment is its own event type with your real availability behind it, and the booking creates the job with the address and the notes already on it.
- Your own event types and working hours
- Reminders a day before and two hours before, which is what cuts no-shows
- The booking lands on the record, so nothing is retyped
Quote at the right price, from wherever you are
Labour, materials, plant and call-out rates come from one catalogue, so the figure is current and the same whoever wins the job. Build the quote from the deal and send it as a link before you have driven back to the yard.
- One price list, so a rate rise reaches every quote the day you make it
- Rate cards when different customers are charged differently
- Sent as a link that opens on a phone and cannot bounce for size
And the chasing happens without you remembering it
You can see which quotes have been opened and which have not, and the follow-up sits in a day list rather than in your head. The quotes you have already written are the cheapest work you will ever win.
- Engagement per quote, so the call is timed rather than guessed
- Overdue follow-up in front of you, not buried in a filter
- Coverage across the customer base, so a quiet account is visible
What you get
For a business that runs on quotes and callbacks.
For field businesses
Same-day quoting
Priced from your catalogue, built from the job, sent as a tracked link.
Learn moreSite visit bookings
A link they can use, with the reminders that stop the no-shows.
Learn moreOne price list
Labour, materials, plant and call-outs, current, and the same for everyone.
Learn moreFollow-up that holds
The quotes sitting unread, in a list, rather than in somebody’s memory.
Learn moreEvery job on the customer
What you did, what you quoted and who you spoke to, two years later.
Learn morePatches by address
Territories from the billing address, with an owner, so nobody doubles up.
Learn moreGetting started
Quoting faster by next week.
Four steps
- 1 hour
Load the price list
The twenty things you quote most. The rest can wait until somebody asks.
- 20 minutes
Import the customers
From the spreadsheet or the accounting system. ANI maps the columns.
- 30 minutes
Build one quote
From a live job, in your own wording. That becomes the shape you reuse.
- This week
Ring the quiet quotes
Everything sent in the last three months that never got an answer.
Go deeper
Find the page for your trade.
By what you do
Trades and field services
Quotes out the same week as the site visit.
Learn moreCommercial cleaning
Contracts won site by site, and renewals you saw coming.
Learn moreCommercial HVAC
Service agreements and plant replacement, worked as two different sales.
Learn moreWholesale and distribution
A trade base that reorders, and the accounts nobody has opened.
Learn moreQuestions
Field business questions, answered.
Is this a job management system?
No. Signal is the sales side: finding the work, quoting it, chasing it and knowing what is going to land. Scheduling crews, timesheets, compliance records and invoicing stay in the system you already use for those.
Can I quote from my phone on site?
Yes. The quote is built from the job with line items from your own catalogue, and it sends as a link the customer can open on a phone. No attachment and nothing to download. More on proposals and quotes.
Will everyone quote the same price?
Yes, if the price is in the catalogue, which is the point of having one. Change a rate once and every new quote uses it, while quotes already sent keep the figure they went out at.
We are three people and nobody is a salesperson.
Most of what is here is quoting and follow-up, which you already do. Every plan includes unlimited users, so the office, the estimator and whoever answers the phone can all be in it without adding to the bill. See pricing.
What about maintenance agreements and renewals?
They sit on the customer record with the rest of the history, and the renewal call turns up in the follow-up list. Activity coverage tells you what share of your customers nobody has rung this quarter. More on accounts.
Does it work if half the team is not office based?
It is built for that. The parts that matter on site are a booking link, a quote and a follow-up list, and all three work from a phone.
Question not answered here? Ask ANI and get a straight answer.
Get the quote out before they get another one.
14 days free. No credit card. Unlimited users from the first minute.