Win more deals by moving faster than your competitors. Smart Quoting allows technicians or sales reps to build accurate, beautiful estimates from the field. Pull items directly from your synchronized price book, attach photos of the problem, and email the quote instantly. Clients can review the estimate on their phone, sign digitally, and pay a deposit—all without a single phone call.
Everything you need to automate your workflows, minimize errors, and scale your operations without friction.
Legally binding e-signatures captured directly from a smartphone.
Convert an approved quote into an active work order with one click.
Offer tiered options to easily upsell clients on premium services.
Force a credit card deposit before a job can be scheduled.
See how Smart Quoting solves critical pain points across your entire organization.
Whether you have 50 or 5,000 employees, the infrastructure scales dynamically to handle millions of data points without any performance degradation.
Every action, click, and modification within Smart Quoting is logged immutably, ensuring you are always ready for internal or external security audits.
Data flows instantly between the mobile app, the dispatcher hub, and the customer portal, ensuring everyone is looking at the single source of truth.
No, SerDeck provides a unified ecosystem. Smart Quoting is included in our Professional and Enterprise tiers by default.
Thanks to our visual builders and dedicated onboarding team, most clients fully transition their existing workflows into SerDeck within 14 to 30 days.
Yes. All SerDeck modules share a universal API layer that natively connects with QuickBooks, Xero, Sage, and hundreds of other enterprise tools.
Access your business from anywhere, on any device, with zero installation required.
Built on cutting-edge edge architecture, delivering sub-second load times globally.
Your data is encrypted at rest and in transit. We take your security seriously.
Join thousands of service businesses scaling effortlessly with SerDeck.
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