Platform / Quotes & Client Management
Quotes & Client ManagementClear expectations before the job. Every interaction on the record.
Profit is often lost between the job and the client: in vague quotes, scope that changes on site and requests buried in an inbox. chx4-work keeps quotes, approvals and client requests connected to the work they're about, alongside your existing financial systems.
From first quote to final record
One thread from the quote to the job to the client.
- QuoteBuilt from your catalogue
- ApproveReviewed internally, signed online by the client
- DeliverScheduled and tracked against the job
- SupportRequests and issues through the service desk
- RecordThe full history, searchable
Quotes
Make your first impression your best impression.
Clear, consistent quotes set expectations before any work starts, and approval is captured online so there's no argument later about what was agreed.
Where Field Service Profitability Breaks: Between the Job and the ClientCapabilities
- Build quotes from a catalogue of products and services
- Clearly set out expectations and assumptions
- A review and approval step before anything is sent
- Acceptance captured online with digital signatures
Benefits
- Clear communication with clients
- Transparent costs and expectations
- Templates that standardise quote layout and content
Service desk
One place for clients to request changes and report problems.
An online portal where clients log requests, and your team answers them on the record, so nothing depends on who happened to read the email.
The Hidden Cost of Poor Maintenance CoordinationCapabilities
- Clear communication of changes and issues
- A complete history of every discussion about a request
- A dashboard and graphs showing open items at a glance
- A request form you can tailor to capture your business's details
Benefits
- Every interaction logged and searchable
- Metrics on closure rates and open times
See it with your own work
Ready to bring jobs, people and finance into one system?
See how chx4-work runs for a business like yours: your crews, your jobs, your approvals, connected to Xero.