On-site quoting for additional work covers the steps between a technician spotting extra scope on a job and getting customer sign-off to proceed. Because pricing lookups, quote drafting, and approvals depend on back-and-forth between the field and the office, delays and errors are common.
The automated version matches the technician's description of the work to correct pricing, drafts the itemized quote, and routes it for signature without manual handoffs.
The full workflow, from trigger to completion.
Technician sends a photo and short description of the additional work from the job site.
The automation matches the description against the pricing sheet and assembles the line items and totals.
The priced line items are populated into a branded quote document ready for review.
The quote is sent to the customer for electronic signature immediately after generation.
If the quote is not signed within 24 hours, office staff get a reminder to call the customer directly.
Once signed, the automation verifies the approval and prepares the job record update.
The approved additional work and revised total are written into the job record automatically.
The technician receives an automatic message confirming the work is approved and can continue.
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