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Sales CRM

Site Survey & BOQ

Record a site survey against a lead and build the bill of quantities from your product list before you quote. Site Survey & BOQ lets a sales or field person capture what a customer site needs and list the items and quantities required, picked from your product catalogue.

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Who it is for

Installation, solar, security, networking, interiors and other businesses that visit a site before they quote.

Part of the Leads & Sales CRM module. See plans and modules

How it works, step by step

Create a survey, add the items found on site with quantities, and keep it with the lead. The item list is the base for the quotation that follows.

  1. Create a survey for the customer's site.
  2. Search your product catalogue and add the items needed.
  3. Enter the quantity for each item.
  4. Use the list as the basis for the quotation.

What you get

  • Survey per site
  • Item list from the product catalogue
  • Quantities per item
  • Editable until you quote
  • Part of the Sales CRM module

What it connects to

Getting set up

Add your products first, then open Surveys, create a survey and add items by searching the catalogue.

Site Survey & BOQ: questions and answers

What is a BOQ?
A bill of quantities is the list of items and quantities a job needs. See the glossary for more.
Do I need the Inventory module?
Surveys are part of the Sales CRM module. Items come from your product catalogue.
Which module is this part of?
Site Survey & BOQ is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

See Site Survey & BOQ on your own data

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