On-site quoting requires technicians to capture measurements and notes in the field, then office staff manually transcribe, organize, and calculate costs. This manual handoff creates delays, errors, and lost opportunities to close deals quickly.
Automation captures site data digitally, extracts key details automatically, calculates costs in real time, and generates polished estimates the same day. Customers receive quotes faster and acceptance rates improve.
The full workflow, from trigger to completion.
Technician completes a mobile-friendly form with photos, measurements, and job scope immediately after the site visit. Form submission triggers the automation.
The automation platform reads form fields, extracts measurements, materials, and scope notes, and stores them in a structured format.
The automation reviews the extracted data, looks up material costs and labor rates from a pricing database, and generates line items with calculated totals.
The automation creates a new estimate record, links it to the customer and job, and attaches all site photos.
The automation generates a branded PDF estimate, including photos, line items, totals, and company terms.
The automation sends the PDF estimate to the customer email address and logs the send for tracking.
The automation updates the customer record and sets an automated follow-up reminder for 2 days if no response is received.
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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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