The Estimating and Quoting Engine That Closes More Jobs
Move beyond simple quotes with a powerful surveying and quoting workflow that streamlines everything from recording site information to collecting e-signatures.
A Smarter Sales Process, from Survey to Payment
Capture Relevent Data
Commusoft offers surveyors and estimators a workflow to reliably capture site information through photos, forms, and notes – all from their smartphone. Survey forms are customisable by opportunity type, ensuring your sales team records the exact details required to build a quote.
Streamline Proposal Building
Once a site survey is complete, Commusoft automatically surfaces the data right where you draft your proposals. Review and insert details with a single click, or automate the process entirely using Smart Tags to eliminate tedious double data entry.
Unlock Actionable Sales Insights
Move beyond basic record keeping with our powerful Reporting feature. With your sales and job data connected, your new reports tell you why you’re winning or losing opportunities, who sells the most, and how much you’re actually earning, giving you the information you need to scale.
Capture Relevent Data
Commusoft offers surveyors and estimators a workflow to reliably capture site information through photos, forms, and notes – all from their smartphone. Survey forms are customisable by opportunity type, ensuring your sales team records the exact details required to build a quote.
Streamline Proposal Building
Once a site survey is complete, Commusoft automatically surfaces the data right where you draft your proposals. Review and insert details with a single click, or automate the process entirely using Smart Tags to eliminate tedious double data entry.
Unlock Actionable Sales Insights
Move beyond basic record keeping with our powerful Reporting feature. With your sales and job data connected, your new reports tell you why you’re winning or losing opportunities, who sells the most, and how much you’re actually earning, giving you the information you need to scale.
Commusoft offers surveyors and estimators a workflow to reliably capture site information through photos, forms, and notes – all from their smartphone. Survey forms are customisable by opportunity type, ensuring your sales team records the exact details required to build a quote.
Once a site survey is complete, Commusoft automatically surfaces the data right where you draft your proposals. Review and insert details with a single click, or automate the process entirely using Smart Tags to eliminate tedious double data entry.
Move beyond basic record keeping with our powerful Reporting feature. With your sales and job data connected, your new reports tell you why you’re winning or losing opportunities, who sells the most, and how much you’re actually earning, giving you the information you need to scale.
From Opportunity to Booked Job
This isn’t just a quoting tool; it’s a fully integrated part of your operational workflow. When a client accepts a proposal online, Commusoft automatically converts it into a job.
Once the work is complete, the system seamlessly turns the job details into a professional invoice, ready to send. This end-to-end process eliminates double-entry, reduces errors, and accelerates your cash flow through faster Invoicing.
Commusoft Sales gives us the chance to sell to customers more visually and cuts down on lengthy paragraphs of text. We can incorporate photos and videos, which help the customer to decide on the options within our proposals, and make it a more personalised experience.
Win More Bids with Professional Proposals
Create stunning, multi-option quotes with Sales+. Impress clients, offer financing, and make it easier for them to say yes to profitable jobs.
Reporting Helps Prioritise Your Leads
Be proactive in your sales outreach. Quickly identify open opportunities and generate ‘hit lists’ for your salespeople to work from.
Move beyond basic spreadsheets and start leading your sales pipeline with data-driven precision.
Get the power of complex enterprise reporting without the implementation bloat or "clinical" delays.
Access reporting that dives deep into the value each client and channel brings your business, along with the effectiveness of your sales personnel.
Eliminate the uncertainty of the sales process while gaining the enterprise grade insights you've been missing.
Eliminate Lead Leakage From The Field
Technicians on the job can be your best source of new business, but their on-site discoveries often vanish the moment they leave.
Stop losing revenue to forgotten verbal reports or vague job notes. By capturing asset defects and site recommendations digitally, you ensure every identified opportunity is instantly logged with the office, creating a reliable pipeline of future work.
Key Quoting Features to Maximise Profitability
FAQs
Can I include MCS yield estimates and BUS grant deductions in my quotes?
Yes. Commusoft’s proposal software allows you to build tiered digital quotes that clearly display system performance estimates and Boiler Upgrade Scheme (BUS) deductions. By using Commusoft’s AI assistant, Ai:den to draft technical descriptions for "good-better-best" options—such as a standard heat pump versus a solar-ready setup—you shift the homeowner's focus from the upfront cost to long-term energy savings. This automated formatting ensures your residential quotes are professional, compliant, and delivered faster than the competition.
Can AI really speed up my quoting process for complex residential renewable energy installation?
Yes. AI speeds up residential quoting by instantly drafting survey summaries and job descriptions. While you remain in control of labour and material pricing, AI:den pulls from your historical data to automate the repetitive writing tasks. This allows you to send professional, branded estimates to homeowners immediately after a site visit, helping you win more jobs by being the first to respond.
Can I track how my proposals are performing?
Yes. Powerful Reporting is a core component. You can track key metrics like your proposal acceptance rate, the total value of outstanding quotes, and sales performance by team member. This data is essential for understanding your sales cycle and making informed decisions to improve it.
Simplify your workflow. Start your free trial today.
Commusoft is a versatile field service software that helps businesses streamline job conversions, optimise scheduling, and enhance customer service.
Commusoft needs the information you provide to contact you about our services. You may unsubscribe from communications at any time. For details, please see our Privacy Policy.
English (United States) 
English (UK)