Site Visits
Quote on site. Win more work.
Book the visit, capture notes and photos, then convert to a formal quote in one click.
Site visit · Paige Holly
23 Aroha St, Mt Eden · Thu 17 Apr 1:00 PM
Paige Holly
23 Aroha St, Mt Eden
““3 bedroom end of lease clean required””
“Booked online — keen to lock in a date this week.”
Site visit
Visit checklist
1/43 bed / 1 bath. Carpet in lounge needs steam clean. Oven heavy. Access via side gate, code 4421.
The problem
Quoting blind costs you margin. Some jobs need eyes on before you can put a number on them. Taskly's site-visit flow lets you book the visit, run it, and convert it to a quote without re-entering anything.
How it works
Site Visits in 3 steps.
Step 01
Schedule the visit
Customer requests through your booking form — travel-aware.
Step 02
Capture on site
Notes, photos and measurements attached to the job record.
Step 03
Convert to quote
One click sends the formal quote for online approval.
“Our quote-to-job conversion went up by a third. Customers feel like they're dealing with a real business now.”
Ready when you are
Stop running your business in spreadsheets and clunky tools.
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