> ## 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

# 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:

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.]

***

## 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                         |

Below the address row, three smaller fields: **City**, **ST** (two-letter state), and **ZIP**. The state defaults to **TX**; change if elsewhere.

### 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."*

***

## The sticky footer

\[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               |

The total dynamically updates whenever you change any input upstream — service selection, sqft, foundation type, discount, address. No manual recalculate button needed.

***

## 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:

   ```
   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](/1nspect/admin-operator/overview) 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       |

In every case, you can complete the quote manually — Property Insights is an accelerator, not a dependency.

***

## 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.

***

## Related articles

* [Mobile App Overview](/1nspect/inspector/overview) — where Field Quote sits in the app
* [Home & Assigned Inspections](/1nspect/inspector/home-and-assigned-inspections) — the other entry point (the Field Quote button on Home)
* [Order Creation Wizard](/1nspect/admin-operator/order-creation-wizard) — what your office sees when they convert your lead into an order *(article forthcoming in Chunk 3)*
* [Pricing Manager](/1nspect/features/communications) — how pricing rules drive the totals *(detailed reference in Chunk 4)*