內容簡介
WebWerk Service Quote 外掛提供一個高效的報價請求管理系統，讓使用者能夠在網站上直接提交服務需求，並透過內建的 CRM 系統追蹤每個請求的進度，簡化報價流程並提升客戶互動。
【主要功能】
• 自訂服務列表
• 上傳最多 3 張照片
• 5 階段請求進度追蹤
• 直接從請求發送電子郵件
• 前端專用處理請求頁面
• 客戶記錄自動匹配
外掛標籤
開發者團隊
原文外掛簡介
A plain “Name / Email / Message” contact form forces every visitor’s request through a phone call before you even know if it’s worth quoting. WebWerk Service Quote asks the right questions up front instead:
Which service is needed (your own list, e.g. Electrical, Plumbing, Heating, Roofing…)
A description of the project
Photos of the job (a phone photo of a leaking pipe often saves a site visit just to look)
How urgent it is
A postcode check against the area you actually serve
Contact details
Submitted requests aren’t just emailed and forgotten – they land in a lightweight CRM built into the plugin: every request is linked to a customer record, moves through a 5-stage pipeline (New / Contacted / Quoted / Won / Lost), and can carry a deal value, a follow-up date and internal notes for your team.
You can also email the customer straight from a request – the message is logged automatically, and the customer can reply from a secure link in the email without ever needing a password or account. Every sent message and every reply shows up in one chronological history, right next to your team’s internal notes. No mailbox, IMAP connection or external service required.
Everything runs from its own frontend portal – a dedicated page on your site with its own login, so you and your staff can process requests without ever opening wp-admin. Plugin configuration stays in wp-admin, reserved for the site administrator.
Features
Shortcode [wwsq_form] to place the request form anywhere
Configurable list of services
Photo upload (up to 3 images, size and file-type checked)
Service-area check by postcode list, with a live “you’re in our area” / “that’s outside our area” response as the visitor types
Customer records, auto-matched by email, with the full request history for each customer
A 5-stage pipeline (New / Contacted / Quoted / Won / Lost) with a deal value per request
Follow-up (Wiedervorlage) dates with a “due today or overdue” list, so nothing falls through the cracks
Send emails to the customer directly from a request, with a secure reply link – no account needed on their side, no mailbox connection needed on yours
A unified history per request: internal notes, sent emails and customer replies in one chronological timeline
A frontend portal (its own page, its own login) for processing requests and customers – no wp-admin access needed for day-to-day work
A dedicated staff role, so employees can be granted portal access without becoming WordPress administrators
A mini dashboard (total requests, open pipeline value, win rate) and CSV export for both requests and customers
Email notification to your office, plus an optional confirmation email to the customer (itself replyable, logged in the history)
GDPR consent checkbox, honeypot spam traps and rate limiting throughout
No external services required, no tracking, nothing sent anywhere but your own site
A paid Pro version is available separately
Adds a real quote module (turn a request into a priced quote the customer can accept online), a price calculator, a multi-step form, radius-based service-area checking with real postcode geodata, assigning requests to specific staff, automated follow-up emails, review requests, a referral program, payment collection for deposits, and more.
The free version remains fully functional on its own and does not require a license key.
