On-site quoting for electrical work involves logging inquiries, scheduling walkthroughs, researching material costs, and assembling an itemized quote by hand.
An automated version captures each new request, books the site visit, and turns the estimator's on-site notes into a priced quote using current material costs. The result is a faster, more consistent quote sent to the customer with less back and forth between office and field.
The full workflow, from trigger to completion.
Customer request is captured automatically from an inbound email or web form.
Contact and job details are logged automatically as a new deal.
A calendar invite with a confirmed time slot is sent to the estimator and customer.
Estimator logs measurements, photos, and notes through a mobile form instead of paper.
Reads the captured site data, pulls current material costs, and builds a draft itemized quote.
For jobs over $2,000 the estimator checks pricing and scope before it goes out.
The approved quote is emailed to the customer as a PDF automatically.
A reminder task is created to follow up if there is no response within 3 days.
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.
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