Sample Experience

See Visibility in action.

This sample shows how Zevik helps contractors understand what happens after a quote is sent.

Start with Visibility →← Back to Visibility

Works with ServiceM8, Xero and PDF quotes.

Visibility Snapshot

Here's what Zevik shows you about this quote right now.

SJ
Sarah Johnson
High Engagement
Roof Restoration
$14,250
4 Quote ViewsAudio PlayedQuestion Submitted
Recommended action: Respond Today
Start with Visibility

The quote

ProjectRoof Restoration
ClientSarah Johnson
Quote value$14,250
SentMonday 9:14am
StatusUnder review

Client activity

What's happening after you sent the quote.

  1. Day 1 · 2:18pm — Quote Viewed
    Sarah opened the quote for the first time. Time on page: 3 minutes.
  2. Day 2 · 9:45am — Quote Viewed Again
    Sarah returned to the quote a second time. Spent 7 minutes reviewing.
  3. Day 2 · 9:52am — Audio Walkthrough Played
    Sarah played the audio walkthrough. Listened to 100% of the recording.
  4. Day 3 · 11:04am — Question Submitted Needs response
    Sarah submitted a question about the quote scope.
    Does the quote include replacing the ridge capping, or just the tiles?
  5. Day 3 · 4:30pm — Client Returned to Quote
    Sarah viewed the quote a third time after submitting her question.
  6. Day 4 — Awaiting Contractor Response
    Sarah is waiting for an answer to her question. No response sent yet.

Quote Intelligence

Quote IntelligenceLIVE
Client activityHigh
Quote views4
Audio played100%
Question submittedYes — unanswered
Current statusEngaged
Recommended action: Respond Today

Contractor View

SJ
Sarah Johnson
High Engagement
  • Viewed quote 4 times
  • Audio walkthrough played in full
  • Question submitted — awaiting your reply
Recommended action: Respond Today

Sarah is actively reviewing the quote and waiting for an answer. This is a high-engagement opportunity.

Most contractors know when a quote is sent. Very few know what happens afterwards. Zevik reveals customer activity so you know which opportunities deserve your attention.

Why visibility matters

What would you do next?

Two quotes. Same day sent. Very different stories.

Quote A — Mark Thompson
  • No activity
  • Quote not opened
  • No engagement
Recommended: Move on
Quote B — Sarah Johnson
  • Opened four times
  • Audio played in full
  • Question submitted
Recommended: Respond today

This example uses sample data for demonstration purposes.

Ready to know where every quote stands?

See customer activity, understand what clients do after the quote and focus your time on the opportunities that matter.

Start with Visibility →← Back to Visibility