Phone and calling - click-to-call

Provides click-to-call and click-to-SMS on contact and job phone numbers. Outbound call attempts are logged before opening the connected phone system or device dialer; external call outcomes need review.

Use click-to-call to open the configured phone system or device dialer while keeping a record of the attempt linked to the work.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Where to find it: Settings > Business Settings > Connections > Phone and calling.

Check the phone number and the intended customer or job. Connect a supported phone system or use the device's tel: fallback.

Using this guide in United States

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (USD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
  • Check the destination country, international dialling code and connected provider coverage before sending. SMS remains a manual action; a reminder or workflow does not authorise an automatic text. Sender names and delivery availability depend on the provider and destination.
The calling panel contains an illustrative click-to-dial URL using the {number} placeholder. It has not been connected; real calling uses the configured provider or the device's dialler.
Demo screenshot. The calling panel contains an illustrative click-to-dial URL using the {number} placeholder. It has not been connected; real calling uses the configured provider or the device's dialler. Select the image to view it at full size.

Step by step

  1. Open Business settings > Connections and connect the phone integration, or rely on the device-dialer fallback.
  2. Click any phone number on a contact or job to call or text.
  3. Check the call logged against the customer and job afterwards.
  4. Add a note to the call record where the conversation matters later.

Worked example

Click the customer's number, make the call in the external phone system and add the conversation note or manual outcome to the AllQuote call record afterward.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check the linked contact/job and recorded outcome, particularly when the call was unanswered or failed.

Limits and troubleshooting

AllQuote logs the outbound attempt before dialing. External tel: or bring-your-own calls cannot be automatically status-tracked, so a logged attempt is not proof of a completed conversation.

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