Documentation Index
Fetch the complete documentation index at: https://help.1nspect.app/llms.txt
Use this file to discover all available pages before exploring further.
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.
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.
Opening Quick Quote
Two paths to the tool:
- Tap the Quote tab in the bottom tab bar (the 💵 icon, labeled Quote).
- 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.]
The three-step flow
Quick Quote is one scrollable screen organized into three logical sections plus a sticky footer.
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).
| Action | What happens |
|---|
| Tap a suggestion | Address, city, state, and zip auto-fill from Google’s place details |
| Keep typing past the dropdown | Manual entry — fill city/state/zip yourself |
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.
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.
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:
| Element | Detail |
|---|
| Itemized breakdown (only when there are surcharges or a discount) | Per-line entries: + Distance fee · $25.00, − Repeat client · −$50.00, etc. |
| Estimated Total | The grand total — base + ancillaries + surcharges − discount, with the appliedFee gross-up |
| Duration hint | ”~3h 30m estimated” — derived from the pricing rules’ duration model |
| Send Quote via SMS button (green) | Disabled until you have an address, at least one primary, and a phone number |
Sending the quote
Tap Send Quote via SMS. Three things happen in sequence:
-
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
-
A quote URL is generated:
https://app.1nspect.app/quote/{tenantSlug}/{leadId}
-
Your SMS app opens with the recipient pre-filled to the client’s number and the body pre-filled to:
Quote for 1937 Kalli Jo Ln, NB: https://app.1nspect.app/quote/<your-tenant>/<lead-id>
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.
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.
When the AI is unavailable
If the AI Property Insights service is down or the AI can’t find records for the address:
| Alert | Cause | What to do |
|---|
| Insights Unavailable — AI service is temporarily unavailable. Enter details manually and continue. | AI backend returned 5xx | Fill Sq Ft / Year Built / Foundation manually and proceed |
| No Property Data Found — AI could not find public records… | AI ran but returned no usable data | Fill manually; works for older properties or rural addresses |
| Authentication expired. Please sign out and back in. | Your auth token expired during the call | Sign out from Config and sign back in |
| Network Error — Could not reach the insights service. | Device has no signal or AI service is unreachable | Switch to Wi-Fi if available, retry, or enter manually |
When sending fails
| Alert | Cause | What to do |
|---|
| Missing Address | Address field empty | Type or autocomplete an address |
| Select Service — Please select at least one primary inspection service. | No primary selected | Tap at least one primary pill |
| Phone Required — Please enter the client phone number. | Phone field empty | Add the client’s phone |
| SMS not supported on this device | Tablet or device without SMS | Copy the quote URL manually and send via another channel |
| Sign in required to create quote | Auth token expired | Sign out and back in from Config |
| Generic Error alert | Server-side failure creating the lead | Retry; if persistent, check that your office’s pricing rules are configured for the selected services |
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.
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.
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.
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