Integration Ready

GreenQuote Pro + Service Autopilot

Connect your quoting system with Service Autopilot to automate lead conversion and job scheduling.

What This Integration Solves

Service Autopilot is powerful for managing routes, scheduling, and customer relationships, but creating accurate quotes requires manual property measurement and pricing calculations.

The GreenQuote Pro integration adds automated quoting capabilities to your Service Autopilot workflow—measure properties with map tools, apply custom pricing formulas, and generate professional quotes that sync directly with Service Autopilot as leads and job opportunities.

How It Works

A connected workflow from quote to scheduled service.

STEP 1

Create Quote in GreenQuote Pro

Measure the property, apply pricing, and generate a professional quote.

STEP 2

Send to Customer

Email the quote directly from GreenQuote Pro and track when it's viewed.

STEP 3

Quote Accepted

Customer accepts the quote, triggering automatic sync to Service Autopilot.

STEP 4

Schedule in Service Autopilot

Lead and job details appear in Service Autopilot for routing and scheduling.

What Data Syncs

Seamless data flow between GreenQuote Pro and Service Autopilot.

Customer Information

  • Name and contact details
  • Property address
  • Email and phone

Quote Details

  • Service descriptions
  • Pricing breakdown
  • Square footage

Job Information

  • Service type
  • Frequency
  • Special instructions

Lead Status

  • Quote sent, viewed, accepted
  • Follow-up reminders
  • Conversion tracking

Frequently Asked Questions

The integration allows quotes created in GreenQuote Pro to sync with Service Autopilot as leads and job opportunities. When a quote is accepted, customer and service details automatically flow into Service Autopilot for scheduling and route optimization.

Connect GreenQuote Pro with Service Autopilot

Start creating accurate quotes that sync seamlessly with your Service Autopilot workflow.

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