On-site quoting for fire safety work requires a site walk, manual pricing lookups, and a hand-built quote document before anything reaches the customer. Because pricing and review steps depend on one person's availability, quotes stall and errors slip through.
The automated version reads field data from the completed visit, calculates parts, labor, and permit costs, and drafts the quote for a quick approval. Once approved, it sends the quote, logs it for tracking, and follows up automatically if the customer goes quiet.
The full workflow, from trigger to completion.
Automation starts the moment the rep marks the site visit complete and submits field notes and photos.
Photos, measurements, and job notes are retrieved automatically from the field record.
Parts, labor, and permit costs are matched against the current price list.
A formatted quote document is generated with line items and terms filled in.
Quotes above $5,000 are routed to a manager for a final check before sending.
Approved quotes are emailed to the customer automatically with a tracked link.
The finalized quote value and status are recorded automatically for reporting.
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