Quotations for fire protection work, approved before they go out

Direct answerIn Firavia your company can set a discount limit for each role. A quotation discounted past its author's limit cannot be sent until someone in a role that covers it records an approval. When the customer accepts or declines, the author gets an in-app notification, and an acceptance by portal or emailed link is recorded as the customer's own.

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Discount authority you set

The company sets a discount limit per role in Settings. The author sees their own limit in the quotation builder, and a notice once the discount passes it. A quotation past its author's limit cannot be sent until a role that covers it records an approval decision. It is the author's roles that are judged, not the sender's.

There is no default cap. A role with no limit set is not limited, and with no limits set the approval step is off. You decide the limits.

What happens after you send it

Know when they answer

When a customer accepts or declines, the person who wrote the quotation gets an in-app notification naming it and its amount, with a link that opens it.

Who accepted, on the record

A customer accepting by portal or by an emailed link is recorded in the audit trail as theirs, not shown the same as an unattended overnight check.

The document they get is the one you sent

Sending produces the real document at that moment, delivered to the customer's portal immediately.

One document model

The stored PDF and the on-screen print view come from one document model, so a discount or total cannot differ between them.

Rectification quotations from the job

A fault found on a job has its own home on that job's page. The customer, site, system and a photo are carried across automatically into the rectification quotation.

Each company sets which roles hear which events in Settings.

Questions

Common questions

Is there a default discount cap?

No. A role with no limit set is not limited, and with no limits set the approval step is off. You set the limits per role in Settings.

How am I told a quotation was accepted?

The person who wrote it gets an in-app notification naming the quotation and its amount, with a link that opens it. Which roles hear which events is set in Settings.

Do I need to install anything?

No. Firavia runs in a browser on a laptop and on a phone in the field. Your technicians open it like any website and it works on site.

Try it on your own jobs.

14 days free, then you pay per module, per person. See pricing.

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