Scattered customer context
The request, previous work and quote often live in different tools.
OfferAgent for service businesses
Connect service requests, quotes, booking and customer history
OfferAgent connects service requests, call-out pricing, customer history and bookable work without turning the quote into an isolated PDF. Sellers can separate labour, materials and recurring service, let the customer review the offer online and connect an accepted job to configured availability and follow-up.
Suitable for: For field service and maintenance businesses that quote call-out fees, labour, materials and recurring visits.
Verified in product enginesPRODUCT PROOF
- 1Receive the service requestCapture equipment, symptom, location, urgency and preferred contact.
- 2Build the quoteSeparate call-out, labour, materials and selected recurring service.
- 3Agree and scheduleLet the customer accept the quote and book against configured availability where applicable.
- 4Retain the historyKeep contacts, events, completed work and future review requests connected to the customer.
Work that must hold together
Common obstacles in the industry's sales flow
Unclear minimum charges
Call-out, minimum time and material conditions must be visible before acceptance.
Quote-to-booking gap
An accepted job still needs an available time and clear ownership.
From inquiry to next step
One connected way of working for the seller
- 1
Receive the service request
Capture equipment, symptom, location, urgency and preferred contact.
- 2
Build the quote
Separate call-out, labour, materials and selected recurring service.
- 3
Agree and schedule
Let the customer accept the quote and book against configured availability where applicable.
- 4
Retain the history
Keep contacts, events, completed work and future review requests connected to the customer.
Product proof
Verified platform support
The industry page is grounded in published engines, templates and contracts. The table separates published vertical packs from support configured through the platform's generic engines.
Service requestCall-outWork timeMaterialsVisitMaintenanceCustomer history
Verified platform supportReviewed
- Vertical foundationservice business foundation
- Published neutral pack for service intake, quote templates, pricing and follow-up.
- PricingCall-out + labour + materials
- Each component remains a visible governed row.
- Schedulingonline booking
- Public booking uses availability, holds, confirmation and expiry controls.
- Customer contextcustomer history
- Contacts, consent and timeline remain account-scoped and auditable.
What OfferAgent does not do
OfferAgent does not dispatch technicians or promise availability. The service company controls resources, work scope, prices and booking rules.
What must be configured
Activate service business foundation, configure service and price rows, and set up online booking resources and availability before offering public booking.
Fictional, complete example
See how scope and price rows are presented
Amounts demonstrate structure and calculation model, not recommended market rates. Tax deductions are illustrative and must be verified against current rules.
Public template exampleFICTIONAL · NON-BINDING
Inspection and repair of ventilation unit
Example Customer Ltd · Quote EX-2026-001
Scope
Initial inspection, planned repair and documented functional test. Hidden faults and additional parts require a revised quote.
Price rows
All amounts in SEK- Call-out fee
- Travel and service vehicle
- Quantity1 visitUnit priceSEK 1,250AmountSEK 1,250
- Service labour
- Inspection, repair and functional test
- Quantity5 hourUnit priceSEK 890AmountSEK 4,450
- Replacement parts
- Specified standard components
- Quantity1 itemUnit priceSEK 3,600AmountSEK 3,600
- Selected annual maintenance option
- Annual inspection selected in this example Selected option
- Quantity1 yearUnit priceSEK 4,900AmountSEK 4,900
- Subtotal
- SEK 14,200
- VAT 25%
- SEK 3,550
- Total including selected options and VAT
- SEK 17,750
- Customer price
- SEK 17,750
Example terms
- Hidden faults are excluded
- Additional parts require approval
- Recurring service begins only after explicit agreement
Practical result
What the workflow improves
- Faster service qualification
- Clear minimum and material charges
- Connected quote and booking
- Reusable customer and service history
Connected capabilities
Add more when the need grows
FAQ
Common questions about the industry solution
Can OfferAgent show a call-out fee separately?
Yes. Call-out, labour and materials remain separate visible price rows.
Can customers book after receiving a quote?
Yes, when online booking is configured with services, resources and availability.
Does booking change an accepted quote?
No. Scheduling is connected to the customer workflow but does not rewrite the accepted revision.
Can the same customer return for another job?
Yes. The customer record keeps account-scoped contact and activity history across work.
Start with a professional quote foundation
Begin with quote templates and governed price rows. Add forms, follow-up, scheduling and other engines when the business needs them.