TORC Quoting

TORC Quoting

Sign in with your Outdoor Room Company Google account.

Who are you quoting?

Coming soon

Settings

Consult length

How long a consult is booked for when you book one. It can still be changed on each booking.

Loading…
My places

Where your day starts and finishes. Drive times on a customer’s Info tab, the first and last drive on your Day list, and planning a run on the Map all work from your start place.

Loading…
Consult video

When you book a consult and send the property brief, the email opens with a note from Tim and your short video about what happens at the consultation. The photo is the picture the customer taps to play it.

Loading…
My lead times

Approximate weeks from acceptance to install, per product. Shown to customers on your proposals. Leave blank to use no lead time line.

Stats

Across the quoting system. Admin and office only.

Loading…

Find quotes

Search quotes by product, options and size

Stock planner

Best stick lengths, order quantities, container fill and offcut reuse, worked out from the cut lists of real quotes. Head office admin and office only.

Email log

Every automated email the system has sent, and what happened to it. To write to a customer, open them and use the Email tab.
Loading…

Contacts

Every customer, to find and open

Pipeline

Open enquiries by stage

Calendar

The week across every customer. Click a booking to see the address and change it.

Map

Open enquiries by stage, with your booked visits. Tap a pin for who they are and what to do next.
A pin is a customer, coloured by stage. Bigger pins are waiting for first contact.A square is a booked visit, marked with its day.

Day list

The day in order, with the drive between visits.

Email

Email with customers

Campaigns

Write to a filtered group of customers once, and only once
Loading…

Offers

Every offer that is out, how often it has been opened, and which ones are worth a call
Creates the proposal, sets up Pipedrive, and emails the customer their portal link.
Offer promotion