5 Ways Field Service Businesses in Australia and NZ Are Winning More Jobs Through Streamlined Quoting

Discover how top field service businesses in New Zealand and Australia win more jobs with streamlined quoting processes. Get practical tips to increase your conversion rates today.

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If there's one thing I've learned from working with field service businesses across New Zealand and Australia, it's that quoting can make or break your business. I've seen companies with fantastic technicians and excellent customer service struggle simply because their quoting process is slow or unprofessional.

The good news? This is a problem you can fix, and the rewards are immediate.

The True Cost of Slow Quoting

Let me share something that might sound familiar. Last month, I spoke with a plumbing company owner in Auckland who was frustrated because his team was losing jobs despite having competitive pricing. When we dug deeper, we discovered his competitors were delivering quotes while still on-site, while his team was taking 2-3 days.

By the time his quotes reached potential customers, they'd already committed to someone else.

Research shows that quotes delivered within 24 hours have a 60% higher chance of being accepted than those delivered after 48 hours. In the field service world, speed matters.

How Top Field Service Businesses Are Winning More Jobs

After working with hundreds of cleaning, construction, HVAC, and landscaping businesses across NZ and Australia, I've noticed clear patterns in what successful companies are doing differently with their quoting process. Here are the five approaches that consistently help them win more jobs:

1. They Use Professional, Branded Templates

Gone are the days when a handwritten quote on a generic form was acceptable. The most successful businesses we work with use professionally designed quote templates that include:

  • Their company logo and brand colours
  • Clear line items with detailed descriptions
  • Multiple pricing options (good, better, best)
  • Terms and conditions that protect both parties

One cleaning company in Wellington told me they saw a 23% increase in quote acceptance after simply upgrading their quote template to include their logo and professional formatting.

2. They Quote On-Site, Not Later

The businesses winning the most jobs are those that provide quotes before leaving the customer's property. This approach:

  • Demonstrates efficiency and professionalism
  • Allows for immediate discussion of any questions
  • Prevents competitors from getting their foot in the door

Our built-in quoting system at WorkVue makes this easy. Your team can create, adjust, and send professional quotes directly from their mobile devices while still on-site. One HVAC contractor in Brisbane told me this feature alone helped them increase their conversion rate from 40% to 65%.

3. They Use Visual Site Mapping to Add Clarity

This is something I'm particularly excited about. The best field service businesses are now including visual elements in their quotes to help customers understand exactly what they're paying for.

Our mapping functionality lets your team:

  • Mark specific areas on a property that need attention
  • Calculate accurate measurements for materials
  • Include before photos to document current conditions
  • Show precisely where work will be performed

A landscaping company in Christchurch uses this feature to map out garden beds, irrigation lines, and planting areas. Their customers love the visual clarity, and they've seen disputes decrease by 80% since implementing this approach.

4. They Price Strategically, Not Randomly

The days of guessing at prices or using rough rules of thumb are disappearing. Successful businesses are using data to ensure their quotes are competitive yet profitable.

With an integrated quoting system, you can:

  • Access historical pricing for similar jobs
  • Calculate material quantities accurately
  • Factor in travel time and distance automatically
  • Apply appropriate margins based on job complexity

One electrical contractor in Sydney increased their profit margin by 15% without losing jobs simply by using more accurate material and labour calculations in their quotes.

5. They Follow Up Systematically

Here's a shocking statistic: 80% of sales require at least five follow-ups, but 44% of salespeople give up after just one rejection.

The field service businesses that consistently win more jobs have a systematic follow-up process:

  • Automated email reminders about pending quotes
  • Scheduled check-in calls at the right intervals
  • Feedback collection on why quotes weren't accepted
  • Limited-time incentives to encourage decisions

A cleaning company in Melbourne implemented a simple three-step follow-up sequence and converted an additional 28% of quotes that would have otherwise been lost.

Real Results from Real Businesses

Let me share a quick story about a plumbing company in Auckland that transformed their business by streamlining their quoting process.

Before implementing a proper quoting system, their team was creating quotes on paper, taking them back to the office for typing, and emailing them to customers 2-3 days later. Their conversion rate was hovering around 30%.

After implementing WorkVue's quoting system:

  • Technicians began creating and sending professional quotes on-site
  • They used mapping to clearly show where work would be performed
  • Follow-up was automated with reminders at 24 hours, 48 hours, and 5 days

Their quote conversion rate jumped to 52% within three months, representing tens of thousands in additional revenue with the same number of site visits.

Getting Started Is Easier Than You Think

The good news is you don't need to overhaul your entire business to start winning more jobs. Here's a simple process to get started:

  1. Create a professional quote template (or use one of ours)
  2. Equip your team with mobile devices for on-site quoting
  3. Start using visual elements like site mapping in your quotes
  4. Implement a simple follow-up system
  5. Track your results and refine your approach

See How It Works for Your Business

I genuinely believe that improving your quoting process is one of the fastest ways to increase your revenue without needing more leads or staff.

If you'd like to see exactly how WorkVue's built-in quoting system and mapping capabilities could work for your specific business, book a personalised demo with our team. We'll show you how businesses just like yours are using these tools to win more jobs and grow their revenue.

Streamlining your quoting isn't just about technology—it's about giving your customers what they want: clarity, professionalism, and convenience. And that's something every field service business can deliver.

Book your demo today and let us show you how.

PUBLISHED ON
April 8, 2025
CATEGORY
Industry Insight

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