Generating and sending quotes manually takes per request and creates delays in customer response. Many quotes go untracked and unanswered, leading to lost sales opportunities.
Automation generates branded PDF quotes instantly, sends them with tracking, and creates booking links. Customers confirm directly through the link, and inspection details sync automatically to the calendar and CRM.
The full workflow, from trigger to completion.
A new quote request arrives via email, web form, or phone intake. The automation is triggered and the customer details are captured.
The automation validates the property address, inspection type, and customer contact information. It flags any missing or unclear details for manual review.
The automation retrieves pricing rules from a database, calculates the quote amount, and generates a branded PDF quote document with the customer details and inspection scope.
A unique booking link is generated or a calendar integration, allowing the customer to select a date and time directly from the quote email.
The quote PDF and booking link are sent to the customer with a personalized message. The email is logged for tracking.
Once the customer books a time slot, a event is automatically created with the inspection date, time, customer contact, and property address.
An automated confirmation email is sent to the customer with the inspection details, address, and any pre-inspection instructions. The booking is logged.
A notification is sent to the sales team with the booking summary, so they are aware of the confirmed appointment without checking.
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