Accept online
The client opens the quote from a link, accepts or declines, and adds their PO.
Quotes and remedials
Remedial works quoting software
that turns faults found into work won.
Every service visit finds something: a noisy pump, a failed emergency light battery, a unit near the end of its life. Remedial work is often the most profitable work a maintenance contractor does, and the easiest to lose, because the fault sits in a job sheet nobody reads. PPMdesk is remedial works quoting software that keeps every fault with its photos and price, turns them into quotes, and raises the job when the client accepts.
- 14-day free trial
- No card needed
- Cancel anytime
Example
A client asks for a price by email
The email
From: Graham Carter · Subject: Quote please, replace treatment room air con
Your engineer mentioned the two air con units in the treatment rooms at Summertown are getting old. Could you quote to replace both, including taking the old units away?
What PPMdesk drafted
- A scope: replace two ceiling cassettes, remove and dispose of the old units
- The callout priced from your rates: £45
- Units, disposal and labour left blank for you to price, because there was no basis to guess
- Sent from your mailbox once you fill the gaps; Graham accepts online
- On acceptance, the job is raised and Needs you asks who should do it
Remedials
Faults found become quotes in a few clicks
Failed checks and faults reported on site arrive with photos, the unit, how urgent they are and the engineer's price to fix. Pick the ones to quote for a client, add your margin, and send. Costs and margins stay apart from the client's price.
The client's side
Job raised for you
Accepted quotes raise the job and wait on Needs you for an engineer.
Client portal
Clients see their jobs, visit reports, quotes and invoices in one place.
Quotes and remedials FAQs
What are remedial works?
Repairs or replacements identified during maintenance, such as a failed component found on a service visit, quoted and carried out as separate work from the maintenance contract.
Can quotes go to Xero?
Yes. With Xero connected, quotes are created in Xero and their status follows the client's answer.
What if the client accepts by phone?
Mark the quote accepted in PPMdesk and the same happens: the job is raised with the quoted price.
GDPR tools
Retention periods you set, data exports, and records removed when they should be.
Your firm's data, separate
Every firm's data is kept apart, with roles for owners, admins and office staff.
Two-factor sign-in
A code from a phone as well as a password, and you can require it for your whole team.
Encrypted
Encrypted on every connection, with sensitive details encrypted again in the database.
A record of everything
Every email, visit, signature and change is kept on the job, so you can show what happened.
Turn every visit into the next job.
See your faults found and quotes in one place. Free for 14 days.
- 14-day free trial
- No card needed
- Cancel anytime