Ask only what matters
Conditional fields and photo requests adapt the intake path to the selected service.
Do not lose the lead before the quote
Every slow or incomplete response gives the customer another reason to call someone else.
Early interest does not have to wait for owner attention. Opti-Terrain collects the details your trade needs, applies the pricing and qualification rules you set, then moves straightforward work toward a quote and complex work toward an assessment.
Made for field serviceOffice, crew, and customer stay connected✓
01Dynamic English and French intake forms02Owner-controlled instant quote or assessment routing03Catalog items, custom lines, discounts, TPS and TVQ04Public PDF review, acceptance and decline links
What it helps your team do
Less chasing. Fewer missed steps. A clearer day for the office and crew.
Route by service rules
Each trade and organization can decide which requests are quote-ready and which need an assessment.
Build accurate line items
Use saved services or custom lines with quantities, taxes, discounts, promotion rules and expiry dates.
Quote from the field
Technicians with permission can prepare an on-site quote without losing the job context.
Let customers answer securely
Tokenized links let a customer review a PDF and accept or decline without creating an account.
Carry approved work forward
An accepted quote can move into booking and later become the basis for an invoice.
How it fits the work
Set the rules once. Let the routine follow-through happen.
You decide what should start the work, which jobs qualify, what Opti-Terrain can complete, and when it should stop and ask. Your team can see what happened without digging through calls, texts, or somebody's memory.
Trigger
A customer submits an intake form, or your team starts a quote.
Rules
You set service questions, pricing, taxes, discounts, quote expiry and assessment thresholds.
Opti-Terrain does
Opti-Terrain gathers the right details, calculates the configured lines and prepares the correct path.
When it asks
It asks when the request falls outside your quote rules or needs owner judgment before a commitment.
Where you see it
Review the intake report, quote record, audit history and customer response in one workflow.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Built around the job
The crew gets what it needs. The customer stays informed. The owner sees what needs attention.
This product area stays connected to the rest of the field-service workflow, so the next person does not have to reconstruct what happened from calls, texts, and memory.
Dynamic English and French intake forms
Owner-controlled instant quote or assessment routing
Catalog items, custom lines, discounts, TPS and TVQ
Public PDF review, acceptance and decline links
Opti-Terrain
Put this workflow inside the same system as the rest of the operation.
See how Opti-Terrain keeps the relevant records, rules, routine actions, exceptions, and results connected.