Jobs & draft quotes

Get the work into the system, not onto another scrap of paper.

Collect the job details during the call and put them where your team works. Supported connections can create a job or prepare a draft quote, leaving your team ready for the decisions that need them.

Start with your website

An enquiry with a place to go and a team ready to act.

A visual walkthrough

A repair enquiry becomes a ServiceM8 job for the team to review.

Ask what the team needs to know.

The receptionist gathers the customer details and description of the work.

Fence repair enquiryContact · location · work

Connected job systemSupported action required

Team decides who attends and when

Work: Fence repair assessment
Details: Contact, location and request

Read the complete example

Ask what the team needs to know.
The receptionist gathers the customer details and description of the work.
Work
Fence repair assessment
Details
Contact, location and request
Put it in the connected job system.
A supported action creates the job in ServiceM8 or Simpro.
Record
New job
Contains
Collected customer and work details
Make the operational decisions.
The team reviews the job and arranges assessment, scheduling or dispatch.
Team decision
Who attends and when
Next step
Arrange the repair assessment

Create a job without promising a dispatch.

ServiceM8 and Simpro can receive a new job with the customer information and work details collected in the conversation. That removes a re-entry step. It does not assign a technician, schedule the work or confirm an arrival time.

Prepare a quote that someone can review.

The Xero connection prepares draft quotes for your team. A draft is useful preparation, not a sent or accepted quote. Your team reviews the work, amounts and terms before taking the next action. It does not collect payment.

Match the connection to the next task.

A CRM lead, a follow-up task, a job and a quote are not interchangeable. Use the provider capabilities below to choose where the enquiry belongs. Keep your qualifying questions and estimate instructions aligned with what the team needs to do next.

CHOOSE THE RIGHT CONNECTION

What each connection does.

ServiceM8

Available

Create a job in ServiceM8 with the caller's details and the work they need.

Creating a job does not assign a technician or confirm their arrival time.

ServiceM8 setup

Simpro

Available

Create a job in Simpro with the customer information and work details collected in the conversation.

Creating a job does not schedule or dispatch a technician.

Simpro setup

Xero

Available

Prepare a draft quote in Xero for your team to review.

Uses a Xero Custom Connection. Quotes remain drafts; this does not send a quote or collect payment.

Xero setup

Google Sheets

Available

Save caller details, leads and notes in a Google Sheet.

Choose the spreadsheet and map the information to the columns you want to use.

Google Sheets setup

HubSpot

Available

Look up contacts and create follow-up tasks in HubSpot.

Access depends on the permissions granted to your HubSpot private app.

HubSpot setup

Salesforce

Available

Look up customers, create leads and log call outcomes in Salesforce.

Access follows the permissions of the Salesforce account you connect.

Salesforce setup

Zoho CRM

Available

Look up contacts and create leads in Zoho CRM.

Access follows the permissions of the Zoho CRM account you connect.

Zoho CRM setup

Stripe

Available — lookups only

Look up customers and payment history in Stripe.

Infercall's Stripe tools look up information; they do not take payments or issue refunds. The connection currently requests read and write permission from Stripe.

Stripe setup

MAKE IT YOURS

Set up the useful part.

Xero uses a Custom Connection and creates drafts. Job creation is not technician dispatch, and no payment collection is implied.

Connect the job or quoting account your team uses.
Give the receptionist the job questions and estimate boundaries.
Review a test record with your team before relying on the workflow.

Good questions.

Will it schedule a technician after creating the job?

No. ServiceM8 and Simpro job creation records the work. Your team handles scheduling and dispatch.

Does a Xero draft get sent to the customer automatically?

No. It remains a draft for review. The connection does not send the quote or collect payment.

Can it save an enquiry somewhere simpler?

Google Sheets can save caller details, leads and notes to mapped columns. CRM connections offer their own lookup, lead and follow-up capabilities.

GIVE YOUR WORK THE ATTENTION IT DESERVES

Start with your business.

Bring your website. Review the receptionist. Choose what it handles.

Meet your receptionist