OnSite Spouting: Fewer Site Visits, Better Quoting

Customer-reported results

Since using the software, OnSite Spouting has reported improvements in both quote preparation and customer acceptance:

• Three site visits reduced to one for quoting.
• 20% increase in quote acceptance reported by the customer.
• Higher-quality quotes supported by connected job information.
• Centralised storage for measurements, plans, photos, materials and quotes.

Software that fits the work

Spouting and fascia jobs depend on accurate measurements, material profiles, stock lengths and supplier prices. OnSite Spouting needed these details to stay connected from the first enquiry through to quoting and installation. The off-the-shelf systems it had tried did not fit the way the business works.

Philo built a custom operations platform around those requirements. Office staff, installers and suppliers can work from the information relevant to their part of the job, with customer enquiries, roof plans, material orders, quotes and job costs held together.

Capture the site information once

The roof-planning workspace lets the team draw fascia, gutter and flashing runs over satellite imagery, position downpipes and record site measurements. Photos and additional work stay alongside the relevant roof section, so the details gathered on site remain available when preparing the quote and planning installation.

Material calculations follow OnSite Spouting’s installation methods: fascia uses selected stock lengths and quantities, while continuous spouting and flashings use measured lengths. Product choices, colours and flashing drawings are kept with the job.

Build a clear quote from the job details

Measurements and material quantities feed into quote preparation alongside labour, additional work and supplier costs. The team can request and select supplier pricing before issuing the customer’s quote.

Each issued quote retains its own version of the price, products, quantities and colour options. Customers receive a PDF or secure link to review the offer, accept it, decline it or request changes. This gives both sides a clear record of what was offered and agreed.

Keep the office and installers connected

The platform works on desktops, tablets and phones. Installers can review the saved roof plan and materials on site and record their time. External suppliers see the work shared with them.

Stock reservations, fabrication orders, receipts and issues connect materials to accepted jobs. Job-cost reporting brings accepted quote revenue and recorded costs together, supporting informed decisions as work progresses.

A foundation for ongoing improvement

The customer-reported results show the value of keeping quoting and job information connected: fewer visits to prepare a quote, better-quality quotes and increased quote acceptance. Centralised storage also gives the team one place to find the information behind the work.

Because the platform is built around OnSite Spouting’s processes, it can evolve as the business’s requirements change.

Technology

Vue 3 and Vuetify provide the responsive interface, backed by a .NET API and PostgreSQL. Google Maps supports address lookup and roof-plan imagery.