Plenty of jobs cannot be priced over the phone. You have to go and look. That visit is now a proper booking in its own right, rather than something you scribble in a calendar and hope to remember.
- Same service, different purpose. You book the service you always book, then say whether you are going out to do the job or to price it. Everything else stays familiar.
- A visit is short, the job is not. Each service carries how long a quoting visit takes and what it costs, because cleaning a house is three hours and quoting one is fifteen minutes.
- It ends in a proposal, not an invoice. Finish the visit and draft the estimate straight from it, carrying the job across instead of starting from a blank page.
- Credit the visit fee back. If you charge for the visit, you can have that amount appear as a credit line on the proposal, so the customer sees you taking it off.
- Customers can book their own. Send them to your booking page and they can book the quoting visit themselves.
- It does not eat your allowance. Quoting visits are excluded from your monthly booking count, so going out to win work never costs you a booking.