On-site quoting for equipment replacement involves inspecting aging systems, researching pricing, and assembling a formal estimate. Doing this by hand across separate visits, spreadsheets, and inboxes slows down response times and increases the risk of pricing errors.
An automated version pulls specs and pricing the moment an inspection wraps up, drafts the quote, and manages approval and follow-up. The result is faster, more consistent estimates delivered with less manual effort.
The full workflow, from trigger to completion.
Technician marks the inspection done in the CRM from their phone, kicking off the quoting workflow.
The pricing matches the recorded measurements to current manufacturer specs and pulls live margin-based pricing.
A branded quote is assembled with equipment, labor, warranty, and financing line items from the priced breakdown.
Quotes over the set dollar threshold route to the manager for a quick approval before release.
The approved (or auto-cleared) quote is sent to the customer as a signable document.
If the quote is unopened or unanswered after 3 days, a reminder email is sent automatically.
The CRM deal stage updates automatically based on the quote's send, view, and response status.
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.
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Everything you need to know before mapping this process.
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