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.
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.
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