Use case: inquiries and quotes
From website request to sent quote in minutes
A request that sits in someone's email for three days goes to whoever answers first. Dispatch puts every web request in one inbox, turns it into a quote with the customer's details filled in, and lets the customer approve it from a link.
The request came in Friday. Nobody saw it until Tuesday.
Web requests land in a shared inbox, a personal email, or a voicemail. Someone copies the details into a quote template, guesses at the rate, saves a PDF, and attaches it to an email. Then nobody knows whether the customer opened it.
By the time you follow up, they have hired someone else.
How Dispatch handles it
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One inbox for web requests
A form on your website sends every request into Dispatch, with the name, phone, email and the details they typed.
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Matched to customers you have
Dispatch checks the email and phone against your clients. A new customer can be created from the request without retyping.
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Quote from the request
Start a quote straight from the inquiry. Your catalog rates, and the customer's own rates if they have them, fill in for you.
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Approved online
The quote goes out by email with a PDF and a link. The customer accepts or declines from the link, no account needed.
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Revisions and expiry
Change a quote and Dispatch keeps every version. Set how many days a quote stays open, and it expires on its own.
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Accepted quote becomes the job
Convert an accepted quote to a ticket. The line items carry over, ready to schedule.
How it works
- 1
Request comes in
A customer fills out the form on your website. It lands in the inquiries inbox.
- 2
Build the quote
Open the request and create a quote. The customer's details and rates are already filled in.
- 3
Customer approves
They get an email with the PDF and a link, and accept the quote online.
- 4
Schedule the work
Turn the accepted quote into a ticket and put it on the schedule.
Fair questions.
Do I need a new website?
No. We turn on web forms for your account and you get form code to add to the site you already have. Requests post straight into your inquiries inbox.
What if the request is from an existing customer?
Dispatch matches the request to your clients by email or phone. Link it to the right one and the quote uses that client's details and rates.
Can I quote someone who called instead?
Yes. Create a quote directly and add the customer from the quote form in a few seconds.
What does the customer see?
An email with your logo, the quote as a PDF, and a link to accept or decline. They don't need an account or a password.
What happens if they never answer?
The quote expires after the number of days you set. You can revise it and send it again whenever you like.
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