Field Service Estimate Software
Create Fast, Accurate Estimates From Anywhere.
Create professional estimates with labour, materials, travel and mark-ups, then send them to your customer and move approved work into your job schedule.
- Professional, customisable estimates.
- Keep your team up to date.
- No Card Required. Cancel Anytime.
Create Professional Estimates Without the Back-and-Forth
Whether you are pricing a new installation, repair, maintenance visit or larger project, Automio makes it easy to build clear and professional estimates from the office, on site or while you are out visiting customers.
Build Estimates Quickly
Add labour, materials, travel and mark-ups to create an accurate estimate without having to start from scratch each time.
- Labour and materials
- Mark-ups and additional costs
- Works across devices
Send Estimates to Customers
Present your pricing clearly and send professional estimates to customers from wherever you are working.
- Professional branded layout
- Email and SMS delivery
- Customer-ready estimates
Turn Approved Estimates Into Jobs
Once the customer accepts the work, move the estimate into your job management workflow and continue with scheduling and delivery.
- Convert approved work
- Continue into job scheduling
- Keep customer history connected
Keep Track of Every Estimate
Once an estimate has been sent, your office can keep track of where it stands and know which customers need a follow-up.
Keep estimates connected to the customer and the work that follows, giving your team a clear record from the initial enquiry through to the completed job.
When an estimate is accepted, you can continue into job management and job scheduling without having to recreate the information elsewhere.
Estimates That Fit the Way Your Business Works
Automio is designed for trade and field service businesses that need a straightforward way to manage estimates alongside the rest of their day-to-day work.
Use it from the office or while you are out on site, then keep the estimate connected to your customer records, scheduled work and invoices.
With your estimates, jobs and customer information in the same system, your team has the information it needs without having to switch between separate tools.
Make Estimating Part of Your Job Management Workflow
From the first customer enquiry through to the completed job, Automio keeps the important information connected so your office can manage work more efficiently.
Start With the Enquiry
Turn new customer opportunities into estimates using enquiry management to keep the early stages of the job organised.
Create a Clear Estimate
Build accurate pricing with labour, materials, travel and other costs, then send a professional estimate to your customer.
Schedule the Approved Work
Once the customer accepts, move the work into your job scheduling process and keep your team organised.
Manage the Job
Keep the estimate and customer information connected to the job as your team carries out the work.
Invoice the Customer
Continue from completed work into field service invoicing without having to recreate the job details.
Understand Your Business
Use dashboard reporting to get a clearer view of your business activity and the work moving through your system.
Ready to Create Better Estimates?
Give your team a simple way to create, send and manage estimates while keeping them connected to the rest of your job management process.