Automated follow-up on pending proposals
Features · Proposals
Turn deficienciesinto revenue.
Build the quote from the deficiency while the customer is still paying attention, and let the reminders do the chasing.
Riverside Medical PlazaWet system · riser 2REC 88-1042 · Mar 18
Deficiency D-214Alarm check valve leaking past the clapper
Proposal P-0912Valve rebuild · approved by the owner
$1,240Approved · from the field record
Day 4 · priced from the finding
Acceptance 2× proposal acceptance rateFollow-up Automated remindersCash up front Down payments on proposalsSignatures Gathered in the field
Quotes with the evidence attached.
Built from the deficiency
Identify and document deficiencies, then link them to a proposal with photos, detailed notes, and code references. The customer sees exactly why.
Templates and the price book
Reusable sections for summary, scope of work, exclusions, and terms, with pricebook items making estimates fast and accurate.
Markup and markdown at scale
Adjust prices item by item, or increase and discount at scale.
Signed on the spot
Field signatures on acceptance, or email and Customer Portal publishing with a full status timeline: received, viewed, accepted.
Reminders go out until the proposal gets an answer.
Automated reminders do the chasing instead of the office. Take a down payment or require a card on file at acceptance, so commitment is locked before work begins.
Also in this stage4 capabilities
Reminders
Down payments
Partial payment secured up front
Status timeline
Received, viewed, accepted, at a glance
Dashboards
Acceptance time, counts, dollars by status
Quote to collection
Synced downstream
Proposals sync to your CRM and accounting, so acceptance flows straight to invoicing without re-entry.
The assistant sends the reminders
Inspect Point Assistant handles the work that eats a sales coordinator's afternoon, like sending a reminder on every proposal over 14 days old.
Where it connects
Proposals sit between deficiencies and work orders in the inspection-to-collection workflow. All integrations →
Proposal ledgeropen
| P-0912 | Valve rebuild · $1,240 | Accepted |
|---|---|---|
| P-0916 | Sprinkler heads · $420 | Viewed |
| P-0902 | Panel repair · $3,180 | Sent |
| Reminder | P-0902 · day 14 · auto | Queued |
Getz Fire EquipmentIllinoisExtinguisher, suppression, alarm
20% → 70%+
Deficiency proposals accepted, up from one in five. Proposals go out the same day with photos attached.
“It's more than just inspection software. It's an extension of my business.”Jason Getz · President, Getz Fire Equipment
Watch · 2 minGetz Fire Equipment, Peoria, Illinois
The reminders chase the quote
so your office doesn't have to.
Bring a quote you lost to slow follow-up. That's the one this fixes.