Quoting larger jobs often means a polished PDF, a covering email, and then silence. The customer is comparing options, waiting on a committee, or simply busy. Your quote sits in their inbox without a clear next step — and when they finally reply “go ahead”, someone rebuilds the scope in a new document to start the job.
Where traditional quoting slows deals down
- No visibility on whether the customer opened or shared the quote
- Acceptance captured in a vague email that does not match the original lines
- Scope changes negotiated by phone but not reflected on the record
- Handover from sales to dispatch requires retyping the same details
Give customers a clear path to say yes
Fixxr includes proposal workflows with line items, labour, callouts and pricing built from your job data — and a customer-facing page where authorised recipients can review and accept. That replaces the ambiguous “just reply to confirm” email with something trackable, professional and tied to the job that follows.
When a proposal is accepted, you are not starting from scratch. The scope, customer, site and priced lines already live in Fixxr, ready for assignment, scheduling and eventual invoicing through Xero.
Use proposals where they earn their keep
You do not need a formal proposal for every call-out. Reserve the workflow for work where scope, price and sign-off matter — contract upgrades, multi-day installs, capital replacements, anything a customer needs to forward internally. Send promptly, follow up from the proposal status, and keep notes on the same record if scope shifts during negotiation.
The businesses that win more of the work they quote are usually the ones that look organised at every step — not just on site. A proposal that closes cleanly is the bridge between selling the job and delivering it without admin drag.