Show the value.Win the next job.
Give customers a clear reason to choose your service. DreamzFSM sales proposal software brings branded templates, side-by-side options, photos and follow-ups into one workflow, from the first estimate to the approved job.
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Follow up while a decision is pending.
Inspection, filter replacement and coil cleaning.
Illustrative interface • Sample data, not a live product screenshot
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A better proposal starts
with a clearer conversation.
Give your team a consistent way to explain the work, present the choices and move the customer toward a decision.
Show customers more than a price.
Bring a typical service estimate and see how it becomes a clear proposal with options, visuals and follow-up.
Start with the work.
Present it in your own style.
Turn an estimate into a customer-ready proposal without starting from a blank page. Reuse your branding and layout, add relevant photos, and describe the work in terms your customer can understand. Build it at a desk or while you are on site.
An illustrative proposal layout, not the live template editor.
Award winning CMMS software
Recognition from software review platforms for value, ease of use, functionality and customer support.
Give customers a choice
they can understand.
Make the difference between each service level obvious. Present a practical starting option alongside more comprehensive work, with the price and scope visible together. Use descriptive option names so the customer compares what is included, not just the total.
Different scopes, clearly explained. All prices shown are examples.
Present on site.
Make it easy to review.
Walk through the proposal while the service need is fresh. Customers can review the options and approve the agreed estimate digitally, while your team keeps the selected scope connected to the next job. No need to turn a clear conversation into another trail of paperwork.
Inspection, filter replacement and coil cleaning.
Walk through the work and explain the differences.
Send the estimate or proposal through the enabled sharing workflow.
Confirm the selected scope before scheduling work.
Keep promising proposals
from going quiet.
Follow up with a useful question instead of guessing what happened after you sent the proposal. Review open and view activity, send reminders for pending decisions, and keep the conversation focused on the work the customer is considering.
Service options shared with the customer.
The customer has opened the proposal.
A reminder keeps the conversation moving.
Use activity to guide the next conversation. Confirm the customer’s choice before starting the job.
Bring the service context
into your proposal.
Use the information already in DreamzCMMS to support a clearer customer explanation. VEDA can help you review maintenance history, summarize service notes and draft follow-up wording. Your team checks the scope, price and message before sharing.
Example prompts for enabled workflows. Results depend on available records and permissions. Review output before use.
Give your proposal the right service context.
Explore VEDA with the records and service questions your team uses every day.
Make the next step as clear
as the proposal.
The decision is one part of the job. Keep the selected work connected to the visit, payment discussion and final invoice.
Confirm the scope
Use the agreed estimate as the starting point for the job your team will deliver.
Explore estimatesPlan the visit
Move from a customer decision to a date, a technician and a shared service plan.
Explore schedulingDiscuss payment choices
Include financing where available. Provider, region, eligibility and approval determine the options offered.
Explore paymentsConnect the invoice
Keep the billing step connected to the services and items the customer agreed to.
Explore invoicing
Everything needed for
a customer-ready proposal.
Branded layouts
Use your business identity and preferred presentation style.
Reusable templates
Start with a saved format for a familiar service.
Service & Price Books
Build the underlying estimate from your catalog.
Photos & descriptions
Show what the work involves, not only what it costs.
Multiple option sheets
Give different scopes their own names and prices.
Customer presentation
Use the Present view to walk through the choices.
Proposal activity
Review customer opens and views before following up.
Pending reminders
Keep unanswered proposals in your follow-up process.
Keep the proposal connected
to the rest of the job.
Use the same service context from the first quote through customer review, the visit and payment.
Different jobs.
The same need for clarity.
HVAC
Explain repair, cleaning and system-care options with a scope the customer can compare.
Plumbing
Make repair and replacement choices easier to discuss during a site visit.
Electrical
Present a clear scope for upgrades, inspections and planned installation work.
Property services
Bring recurring maintenance and one-off work into a consistent customer presentation.
Give every role
a clearer next step.
Sales & field technicians
Explain your findings, present sensible options and capture the customer conversation while you are on site.
Focus: the customer decisionOffice coordinators
Keep an eye on outstanding proposals, coordinate follow-up and prepare the visit once the work is approved.
Focus: the next actionBusiness owners
Use a consistent presentation across the team without losing sight of the services and prices being offered.
Focus: a repeatable sales processConnect DreamzCMMS with your existing systems
Connect maintenance data with ERP, accounting, inventory, RFID, IoT, SAP, Power BI and other business systems.
Integrations
- SAP
- Sage Intacct
- Stripe
- Zebra
- CIMCON
- Oracle NetSuite
- Intuit QuickBooks
- Propelr
- Microsoft Dynamics 365
- Xero
- Razorpay
- Samsara
- Odoo
- TallyPrime
- RevRex
- PhonePe
- Chainway
- CardConnect
- Codat
- Siesa
- Unleashed
- Shopify
- Monnit
- Birdeye
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Sage Intacct
- Intuit QuickBooks
- Xero
- TallyPrime
- RevRex
- Stripe
- Propelr
- Razorpay
- PhonePe
- CardConnect
- Codat
- Zebra
- Chainway
- CIMCON
- Samsara
- Monnit
- Siesa
- Unleashed
- Shopify
- Birdeye
Questions about proposals,
options and approvals.
What is sales proposal software for field service?
Sales proposal software helps a service business present its recommended work, pricing and available options to customers. DreamzFSM connects that presentation with estimates, customer review, follow-ups and the job workflow.
How is a sales proposal different from a job estimate?
The estimate sets out the proposed services and prices. The proposal presents that information with branding, visual details and comparable options so the customer can understand the offer. In DreamzFSM, the two are connected rather than separate documents to rebuild.
Can I use my branding and save proposal templates?
Yes. DreamzFSM supports branded proposal templates and layout customization. Reusable layouts give your team a consistent starting point for the services you regularly offer.
Can I present Good, Better and Best options?
Yes. Create multiple option sheets with different services and prices. You can rename the sheets, arrange their order and use the customer-facing Present view to explain the alternatives.
Can I include photos and service descriptions?
Yes. Photos and detailed descriptions can be included in a proposal. Use them to explain the condition you found, the proposed work and the differences between options.
Can I create a proposal from an existing estimate?
Yes. The proposal workflow uses your estimate details. The documented estimating process also supports Service Book and Price Book items, Service Templates and multiple option sheets before customer presentation.
Can my team create and send proposals from mobile devices?
Yes. DreamzFSM supports proposal creation and sharing from mobile or desktop. Your team can present options during a site visit rather than waiting to prepare everything back at the office.
Can customers approve the proposed work digitally?
Digital customer sign-off is supported in the connected estimate workflow. Review the selected scope and customer approval before converting the accepted estimate into a job.
Can I track proposal views and send follow-up reminders?
Yes. The sales proposal workflow supports open and view visibility and automated reminders for pending proposals. A view does not mean the customer has approved the work; confirm their decision before scheduling delivery.
Can I include customer financing options?
Financing choices can be included where the required provider and workflow are available. Availability, approval and terms depend on the provider, region and customer eligibility. Confirm the supported setup during your demo.
What happens after the customer accepts?
Use the accepted estimate to create a job, plan the service visit and continue to invoicing through the connected DreamzFSM workflow. Keep the agreed scope and customer details available to the team delivering the work.
How does VEDA help with sales proposals?
VEDA can help your team review available service history, summarize inspection notes and draft customer follow-up wording. The team remains responsible for checking the proposal scope, prices and final communication. Answers and actions depend on enabled workflows, records and permissions.