Creating and approving estimates for electrical jobs involves manual document creation, email follow-ups, and informal internal sign-offs. This scattered approach causes delays, lost approvals, and no visibility into where requests stand.
Automation generates professional estimates instantly from customer details, routes them for approval based on value, and tracks every decision in a central system. Customers see estimates faster, approvals happen in hours instead of days, and the team always knows the status.
The full workflow, from trigger to completion.
Customer submits request via email, phone, or web form. Trigger captures customer name, job scope, and contact details.
Automation pulls job details, calculates labour and materials, and generates a PDF estimate using a template.
Estimate is sent to customer with a request to review and sign. Signature status is tracked automatically.
If estimate value exceeds internal threshold, route to manager for approval. Otherwise, proceed to scheduling.
Manager receives notification and email with estimate link. Approval is recorded when manager confirms.
Approved estimate is logged, job status is updated, and notification is sent to scheduler with job details.
Automation creates a job record with customer details, approved estimate amount, and ready-to-schedule status.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.