On-site repair quoting requires technicians to inspect pools, manually document findings, calculate costs, and draft quotes. Manual data entry, pricing lookups, and calculations consume per quote and introduce errors.
Automated quoting reads inspection data, applies pricing rules, calculates labour and materials instantly, and generates professional PDF quotes. Technicians spend only on manager review instead of per quote.
The full workflow, from trigger to completion.
Technician submits site inspection data via Google Form, capturing customer details, repair scope, materials, and labour estimate.
Automation reads form submission, validates required fields, and retrieves customer and pricing data.
Calculates labour cost, material cost, tax, and markup based on validated pricing rules and inspection scope.
Automation generates a professional PDF quote document, embedding customer details, line items, and total price.
Automation sends the PDF quote to the customer with a personalised message and call-to-action.
Automation creates a quote record, linking it to the customer contact and setting up follow-up reminders.
Automation sends manager a notification with quote summary for spot-check approval before customer delivery.
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.
Other high-impact processes teams commonly map alongside this one.
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.