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Field Quote (Quick Quote)

The Field Quote tab — titled Quick Quote in the header — is your on-the-spot pricing tool. When a homeowner asks “Can you do mine too?” mid-inspection, or when an agent calls while you’re driving, Field Quote lets you generate an itemized quote, get it priced against your pricing rules, and text it to the client in under a minute. The tool was built for one-handed thumb use — large inputs, autocomplete, sticky footer with the running total.

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When to use it

  • The neighbor walks up during an inspection with a property they want quoted
  • An agent texts you mid-day asking what a house in Cedar Park would cost
  • You’re in the truck between jobs and want to confirm a price before calling a client back
  • A repeat client emails about a different property
Behind the scenes, sending a quote creates a lead in the web admin — your office sees it within seconds and can convert it into a proper order from there.

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Opening Quick Quote

Two paths to the tool:
  1. Tap the Quote tab in the bottom tab bar (the 💵 icon, labeled Quote).
  2. Tap Field Quote on the Home screen (the third button).
Both routes open the same screen. If you have an inspection in progress, a 🚀 RESUME ACTIVE INSPECTION button appears at the bottom of Quick Quote so you can jump back to your active job without losing your way. [SCREENSHOT: field-quote-screen.png — mobile, the Quick Quote screen showing the Property Address section at the top with autocomplete dropdown visible, the sticky footer at the bottom showing “Estimated Total $0.00” before any service is selected.]

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The three-step flow

Quick Quote is one scrollable screen organized into three logical sections plus a sticky footer.

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Step 1 — Property address

Type the address into the Start typing an address… field. After ~3 characters, a dropdown appears with suggestions matched from Google Places (routed through the 1nspecT backend so your token isn’t burned client-side). Below the address row, three smaller fields: City, ST (two-letter state), and ZIP. The state defaults to TX; change if elsewhere.

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Step 2 — Property Insights (AI-powered)

After the address is entered, tap the green ✨ Property Insights button. The AI fetches public records for the address and fills in:
  • Sq Ft — total finished square footage
  • Year Built — year of construction
  • Foundation Type — Slab / Pier and Beam / Crawl Space / Basement
You can edit any field after the AI fills it. If the AI can’t find data:
No Property Data Found AI could not find public records for this address. Please enter Sqft, Year Built, and Foundation Type manually.
Manual fallback is fine — Property Insights is a time-saver, not a requirement.

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Step 3 — Service selection

Primary Service — multi-select pills showing every primary service from your tenant’s pricing schedule. Tap any combination:
  • Single tap = one primary (typical resale inspection)
  • Multiple taps = phase inspections (New Construction Phase 1 + Phase 2 + Final)
Add-On Services (if your pricing schedule has them) — a grid of ancillary cards: Sewer Scope, Pool/Spa, Thermal, WDI/Termite, etc. Each card shows the customer-facing price (which includes processing-fee gross-up for pass-through services, per BITE 92.2). Tap to toggle. Discount (Optional) (if your schedule has discount rules) — a picker dropdown listing all configured discounts (percentage or fixed). Defaults to No discount. As you change selections, the Estimated Total in the sticky footer recalculates immediately — there’s a quick ”…” while the backend prices it.

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Step 4 — Client phone

Enter the client’s phone number. The keyboard is set to phone-pad, and the field accepts any common format (the app strips formatting before constructing the SMS URL). A hint below the field: “Quote will be texted from your personal number via SMS.”
[SCREENSHOT: field-quote-footer.png — mobile, the bottom of the Quick Quote screen showing the breakdown (surcharges and a discount line), the Estimated Total $887.20, the duration hint “~3h 30m estimated”, and the green Send Quote via SMS button.] The footer is always visible while you scroll. It shows: The total dynamically updates whenever you change any input upstream — service selection, sqft, foundation type, discount, address. No manual recalculate button needed.

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Sending the quote

Tap Send Quote via SMS. Three things happen in sequence:
  1. A lead is created in the web admin via POST /api/quotes/mobile-create — atomically written so the lead and its index entry are both in place before SMS opens
  2. A quote URL is generated: https://app.1nspect.app/quote/{tenantSlug}/{leadId}
  3. Your SMS app opens with the recipient pre-filled to the client’s number and the body pre-filled to:
You tap Send in your SMS app like any other text — 1nspecT doesn’t send the SMS itself; it just opens the compose window so the message goes from your personal number. The client gets a familiar-looking text from a number they recognize. After successful send:
Quote Sent! The lead has been created and your SMS app opened.
The form clears so you can quote another property immediately if needed.

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What the client sees

When the client taps the URL, the Quote View page opens with:
  • The property address
  • An itemized list of selected services with prices
  • The grand total
  • An Accept Quote button — if they tap it, the lead becomes a confirmed booking on the web admin
If they don’t accept, the lead sits in the web admin’s lead queue. Your office can follow up from there.

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When the AI is unavailable

If the AI Property Insights service is down or the AI can’t find records for the address: In every case, you can complete the quote manually — Property Insights is an accelerator, not a dependency.

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When sending fails

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Returning to an in-progress inspection

If you have an inspection in progress and you went to Quote to handle a quick request, the 🚀 RESUME ACTIVE INSPECTION button at the bottom of the Quote screen jumps you straight back to the Capture Screen for that inspection. Your work is preserved — switching to Quote doesn’t lose any in-progress finding.

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What Field Quote does NOT do

  • It does not create an inspection. The lead has to be converted into an order by your administrator in the web admin (a one-click action).
  • It does not collect payment. Payment happens later through the contract bundle and invoice.
  • It does not check the inspector’s calendar. The quote is property + services only; scheduling is web-admin work.
  • It does not autocomplete client name or co-client. Quick Quote captures only the phone — the rest of the client info is filled when the lead is converted to an order on web.

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Tips from inspectors

  • Use Property Insights first. It pre-fills sqft and foundation type — both directly affect pricing, so getting them right matters. Costs nothing extra (the AI cost is bundled into the platform).
  • Be honest about square footage if the AI is wrong. Use the listing or county records if you have them — clients notice when their quote says 2,400 sqft and they have a 3,200 sqft home.
  • Phase-inspection multi-select is real. New Construction Phase 1 + Phase 2 + Final adds up correctly in the total. You don’t have to send three separate quotes.
  • Check the breakdown before sending. The footer’s itemized list shows every surcharge and discount applied — easier to explain to the client at the door than after the SMS goes out.
  • Customer expects to negotiate? Tap the Discount dropdown and apply one of your office’s pre-configured discount rules. The total reprices live.