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.
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.
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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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