All features
MODULE 11
Assessments

From site walk-through to a ready-to-send quote.

An assessment is a structured snapshot of a prospect's kitchen — every hood, fan, duct, and suppression system, with photos and condition scores. The magic is what happens when the rep hits submit.

One tap — everything created
What happens when the rep hits submit

Walk the kitchen

Tag assets, snap photos, score condition

Submit

One tap sends it to the office

Auto-convert

Customer + location + equipment created

Draft quote

Line items grouped by service type

Captured on site
Site & contact
Equipment
Condition scores
Photos
Office gets automatically
Customer record
Location + GPS
Equipment registry
Draft quote
What makes it work

Built around three things.

01

Structured capture

Every asset tagged, scored, and photographed on site.

02

Auto-convert

Customer, location, equipment, and lead all created instantly.

03

Draft quote

Line items pre-grouped by service type, ready to send.

The details

Everything you get with Assessments.

This is what the module actually ships with — not a roadmap, not a wishlist. Real features, available today.

Site & contact name, address, GPS, and decision-maker captured on site
Equipment hoods, fans, suppression, ducts, grease traps, makeup air
Condition scores Good / Fair / Poor per asset, plus photos
Auto-convert customer + location + equipment + lead created on submit
Draft quote pre-grouped by service category, ready to send
Duplicate detection warns if the customer already exists before converting

Ready to see assessments in action?

Get a walk-through tailored to your business. No commitment, no pressure.