About This Automation
Estimating and quoting turns a raw lead into a priced proposal through manual measurement entry, spreadsheet calculations, and document formatting. Each handoff between the field, the office, and management introduces delay and room for pricing error.
The automated version turns site measurements directly into a formatted, rule-based quote, routes it for review, and sends it to the customer without manual re-entry. Unanswered quotes are chased on a fixed schedule and outcomes are recorded automatically.
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.
A new lead from the website, phone, or referral is captured and automatically logged as a job.
The automation checks the estimator's for open slots and books the site visit, sending a confirmation to the customer.
The estimator visits the property and enters measurements and notes directly mobile app.
Recorded measurements feed a pricing model that computes paint quantities, labor hours, and margin.
The automation generates a formatted, priced quote ready for review or sending.
Jobs over a set dollar threshold trigger a alert to the estimator with a link to the draft quote.
Once approved or auto-cleared, the quote is emailed to the customer as a PDF.
If the quote is unanswered after three days, the automation sends a reminder email and updates the quote status.
Most popular tool stack used
— the complete tool combinations companies use
Jobber
Google Calendar
Gmail
Microsoft Excel
SlackWhat 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.
Map This AutomationNo credit card required. It's free.
Page updated