CREATE ACCUSRATE QUOTES AND TURN APPROVED QUOTES INTO JOBS
Quotation Management
Create quotes for reactive work, planned maintenance and larger projects with Atom. Build accurate estimates, keep quotes linked to the relevant customer and site, and turn approved work into jobs without re-entering the information.
Quote with confidence.
Win the work.
Get the job moving.
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MORE THAN JUST CREATING QUOTES
Everything you need to manage your quotations
Atom’s Quotation Management tools help you create, organise and manage quotes for reactive work, planned maintenance and larger projects. Keep estimates, customer and site information, and supporting documentation connected, giving your team a clear view of quotations from initial preparation through to approval and job creation.
These are just some of the key features available within Atom’s Quotation Management tools. From preparing detailed estimates to managing revisions and turning approved quotes into jobs, Atom helps streamline the quoting process, reduce administration and keep work moving.
Reactive Quotations
Create quotes for reactive work directly from customer enquiries, helpdesk tickets or service requests. Include labour, materials, travel and other costs to build accurate estimates, keeping the quotation connected to the relevant customer and site.
Planned Maintenance Quotes
Prepare quotations for planned preventive maintenance, recurring servicing and scheduled inspections. Build estimates for ongoing maintenance requirements and, once approved, use the agreed work to create planned maintenance schedules within Atom.
Engineer Quote Requests
Allow engineers to identify additional work while completing jobs on site. Using the Atom Site Engineer mobile app, engineers can select Quote Required when closing a job, automatically creating a quotation in Atom for the office team to cost, prepare and send to the customer.
Quotation Management
Keep quotations organised and accessible throughout the approval process. Review estimates, manage quotation details and track the progress of proposed work, giving your team a clear view of what has been quoted and what is awaiting approval.
From Quote to Job
Turn approved quotations into jobs without having to enter the same information again. Keep quoted work connected to the customer and site, then schedule and assign jobs through Atom’s interactive appointment dashboard.
Connected Job Information
Keep quotation details linked to the wider job management process, from initial customer requests through to approved work. Give office teams access to relevant costs, job information and supporting records, helping reduce duplicated administration and maintain consistency throughout the process.
Quotation Management
Keep quotations organised and accessible throughout the approval process. Review estimates, manage quotation details and track the progress of proposed work, giving your team a clear view of what has been quoted and what is awaiting approval.
From Quote to Job
Turn approved quotations into jobs without having to enter the same information again. Keep quoted work connected to the customer and site, then schedule and assign jobs through Atom’s interactive appointment dashboard.
Connected Job Information
Keep quotation details linked to the wider job management process, from initial customer requests through to approved work. Give office teams access to relevant costs, job information and supporting records, helping reduce duplicated administration and maintain consistency throughout the process.