For Field Teams
Send proposals from the field. Know when clients engage.
Intenio is proposal tracking software built for field service teams. Send a secure proposal from any device, track client engagement in real time, and collect signatures and payments before you leave the site.
Send from the field, track from anywhere
Create and send proposals from your phone or tablet directly from the job site. Track client activity in real time from the same device.
Real-time proposal activity tracking
Know instantly when a client opens your proposal. See which sections they read, how long they spent on pricing, and when they return for another look.
Follow up faster with live intent signals
Intenio alerts you the moment a prospect re-engages with your proposal. Field teams that follow up within the engagement window close significantly faster.
Collect signatures and deposits on-site or remotely
Clients sign digitally and pay the deposit via Stripe — from the same link. Works from any device, any browser. No app download required.
$19.99/mo · 7-day free trial
Built for teams in the field.
Send from any device
Real-time open + view tracking
Proposal engagement analytics
ESIGN signatures + audit trail
Stripe payment collection
AI follow-up drafts
Mobile-friendly client view
No client login required
Common questions
Can I use Intenio from a phone or tablet?
Yes. The client proposal view and the dashboard work on all devices. Send, track, and follow up from the field — no laptop needed.
How fast can I send a proposal after an estimate?
Most field service professionals send their first proposal in under 5 minutes. Upload your existing quote PDF and Intenio structures it for client review automatically.
Does the client need to download anything to sign?
No. Clients click the secure link, review the proposal, and sign digitally — from any device, any browser. No app, no account, no friction.