About This Automation
On-site repair quoting requires technicians to inspect appliances, manually transcribe findings, calculate costs, and route quotes through email for approval. This fragmented process introduces data entry errors, delays customer responses, and wastes hours on formatting and follow-up.
Automated quoting captures inspection data directly, generates professional quotes with accurate pricing, routes them for instant approval, and logs everything in the CRM. Customers receive quotes the same day, and the team spends minutes instead of hours per job.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
The full workflow, from trigger to completion.
Technician completes on-site inspection and submits structured data via mobile form or web interface, capturing appliance details, damage description, labour estimate, and parts list.
Automation extracts inspection data from the form submission, validates required fields, and checks for data quality issues such as missing appliance model or labour hours.
Automation calculates labour cost using configured hourly rates, retrieves parts costs from supplier data, applies markup, and generates a formatted quote document with company branding and terms.
Automation sends the generated quote to the assigned manager via email or in-app notification with a clear approval link and deadline. Manager can approve, reject, or request changes in one click.
Upon manager approval, automation creates a quote record linked to the customer contact, including quote amount, date, and status for pipeline tracking.
Automation sends the approved quote to the customer via email with a personalised cover letter, payment terms, and a link to view or accept the quote online.
Automation posts a notification to the sales team channel confirming the quote has been sent, including customer name, quote amount, and a link for tracking.
Most popular tool stack used
— the complete tool combinations companies use
Google Forms
Google Sheets
Gmail
HubSpot
SlackWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
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Frequently asked questions
Everything you need to know before mapping this process.
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