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.
Owner controlRules and results stay visible✓
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 no longer has to depend on memory
The safeguards that keep this work moving when attention has to move elsewhere.
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.
What Opti-Terrain handles and where you stay in control
Your rules move the routine work. Real decisions come back to you.
Every major workflow makes five things visible: what starts it, which rules apply, what Opti-Terrain completes, when it stops and asks, and where you can verify the result without reconstructing the process.
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.
Real product screen
Proof that the protection is in the product, not just the promise.
This image comes from the current Opti-Terrain application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.
Opti-Terrain
This workflow should not stop because you got busy.
Opti-Terrain keeps supported repeatable work moving, brings exceptions back before damage is done, and keeps the result visible.