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Quote operations

Job details in.
Quote ready.

Kreality uses the job details and prices you approve to prepare a clear quote for your team to check and send.

Get your free revenue gap audit See it work with the tools and rules your team already uses.
Quoting and Estimating
Bring the scope together

Incoming

A switchboard upgrade

The enquiry already contains useful detail.

✓

Switchboard upgrade

02

Site notes attached

03

Customer details saved

1Structured quote record
3Inputs: scope, rules, notes
0Forgotten verbal promises
100%Of consequential sends can require approval

Quoting and Estimating

Less chasing.
More work gets done.

Scope captured

Start with the details already collected.

Calls, forms, chats, and field notes can feed the customer, job, and agreed scope into one draft.
Quoting and Estimating
Bring the scope together

Incoming

A switchboard upgrade

The enquiry already contains useful detail.

✓

Switchboard upgrade

02

Site notes attached

03

Customer details saved

Approved pricing logic

Use your rules, not invented numbers.

Kreality applies the pricing guidance and templates you provide, with clear review where judgement is required.
Quoting and Estimating
Apply your pricing

Incoming

The scope is ready

Kreality starts with your approved template.

✓

Labour · approved rate

02

Parts · approved list

03

Review required

Prepared for review

Quote follow up

Keep the decision moving.

Approved reminders and status tracking make outstanding quotes visible without relying on memory.
Quoting and Estimating
Follow up clearly

Incoming

The quote has been sent

Its status stays visible to your team.

✓

Quote delivered

02

Reminder scheduled

03

Reply tracked

Prepared for review

How it works

Built around the way
your team already works.

  1. 01

    Map quote inputs

    Identify the details required before a quote can be drafted.

  2. 02

    Load pricing rules

    Add approved rates, templates, exclusions, and review thresholds.

  3. 03

    Choose approval points

    Decide what can be prepared, reviewed, sent, and followed up.

Built for real service teams

Quotes are prepared while the job is still fresh.

Kreality handles the repeatable work. Your team stays in control when a person is needed.

What changes

A simpler day.
Nothing gets lost.

Faster draft preparation

The quote starts from information your team already captured.

Clearer commercial control

Pricing and approvals follow explicit business rules.

Fewer quiet opportunities

Outstanding quotes have a visible follow up path.

Questions, answered

Quoting and Estimating FAQs

The practical detail before you connect a workflow.
Does Kreality decide our prices?+

No. It uses pricing guidance and rules you approve.

Can every quote require approval?+

Yes. Approval can be required for all quotes or only those outside defined conditions.

Can it quote from a call?+

A call can supply the initial details, but the workflow should require any inspection or judgement your business normally needs.

Can it use our template?+

Supported document and system options are confirmed during setup.

Can it follow up automatically?+

Yes, within the timing, channel, and stopping rules you approve.

What if details are missing?+

The draft is held and the missing information is requested or routed for review.

Start with one useful workflow

See Quoting and Estimating
work in your business.

We will show you how it fits the tools, rules, and people you already have.Get your free revenue gap audit