About This Automation
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.
Top friction points when done manually
The issues teams report most often with this process
Automation readiness
How well-suited this process is for automation
How The Automation Works
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.
Most popular tool stack used
— the complete tool combinations companies use
Slack
Google Sheets
Google Docs
Gmail
DocuSign
QuickBooks OnlineWhat you get when you map this process
Everything you need to understand, plan, and build your automation.
ROI and business case
What this process costs today and what changes once it's automated.
Launch schedule
What gets built, in what order, and what success looks like once it's live.
Process runbook
How the automation runs day to day, including exceptions and human decision points.
Developer handover pack
Full build spec, logic, and configuration — ready to hand off without a briefing call.
Integration and connections guide
Every tool connection, credential, and data mapping the build needs.
Test and QA plan
Every scenario checked and signed off before the automation goes live.
Recommended for you
Other high-impact processes teams commonly map alongside this one.
Frequently asked questions
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
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