Quotes & Conversion
Turn more quotes into confirmed jobs faster
Work Planner helps you create accurate quotes, manage follow-up, and convert approved quotes into jobs in one smooth workflow.
Create professional quotes quickly
Build clear, accurate quotes in minutes with consistent formatting and pricing details that help customers decide with confidence.
- Generate polished quotes with clear line-item pricing
- Track quote status from draft to customer approval
- Keep your quoting process consistent across your team
Convert approved quotes into jobs instantly
Turn winning quotes into scheduled jobs with one click, reducing rekeying and helping your team move from sale to delivery faster.
- Create jobs directly from accepted quotes
- Avoid duplicate admin by reusing quote data automatically
- Speed up handoff from sales to operations
Improve close rates with better quote follow-up
Use clear pipeline visibility to follow up at the right time, reduce lost opportunities, and keep your sales process moving.
- Monitor open, won, and lost quotes in one place
- Prioritize follow-up actions by quote stage
- Increase conversion with a repeatable sales workflow