Better handoffs from quote to scheduled job.

Client overview

Field & Form designs and builds gardens, patios and outdoor kitchens across central Texas, with three crews in the field every day.

The challenge

Quotes were drafted in the office, sent from personal inboxes and often forgotten. When a client said yes, the crew lead sometimes heard about it last.

Why they chose Brevanto

Field & Form needed quotes, approvals and scheduling connected, so an approved quote could become a booked job in a single step.

How the team uses it

• Quotes are sent and tracked from one place

• Automatic reminders follow up on quotes after three days

• Approved quotes become scheduled jobs on the crew calendar

Outcomes

Quote approvals rose by nearly a third in the first quarter, and crews start every job with the full client context.

Quotes and follow-ups no longer disappear into someone’s inbox.