Commercial · Revenue operations

Commercial

Quotations, service agreements and invoice flow in one connected workspace
PIPELINE VALUE
£43.2k
Weighted £29.4k
QUOTE WIN RATE
67.4%
+4.1% this quarter
OUTSTANDING
£18.7k
£2.8k due this week
CONTRACTED ARR
£225k
38 active agreements
QuoteCustomer / ScopeIssuedExpiresProbabilityStatusValueAction
Q-1092
Laboratory AHU controls upgrade
Clearwater Laboratories
08 Jul18 Jul
80%
Decision due£18,450
Q-1094
Horizon Wharf EV maintenance
Meridian Property Group
10 Jul24 Jul
65%
Viewed£12,600
Q-1097
Emergency lighting remedials
Brackenwood Schools Trust
14 Jul28 Jul
55%
Draft£7,280
Q-1098
Alder House AHU fan replacement
Alder & Rowe Hotels
15 Jul29 Jul
72%
Sent£4,820
Quote-to-job automation
Turn accepted work into operations instantly
Accepted quote
Job + value
Schedule

Open or create a quotation, preview the customer document and accept it. FieldOS automatically creates the operational job and preserves its commercial value.

Revenue quality
Current month performance
AVG JOB VALUE
£874
GROSS MARGIN
41.8%
DAYS TO PAY
18.2
RECURRING MIX
64%