Site survey and system quoting requires a field visit, manual measurement notes, and hand-built pricing before a customer ever sees a proposal. Because pricing depends on a technician's notes and a rep's manual calculations, quotes take days and pricing errors are common.
The automated version qualifies requests, books the survey, and turns uploaded site photos and notes into a priced, formatted quote ready for review. Quotes go out faster with consistent pricing and less back and forth between the field and the office.
The full workflow, from trigger to completion.
A new lead fills out the quote request form and the record lands.
The automation checks service area rules and confirms the job fits the company's install types.
The automation finds the nearest available technician slot and books it, sending the customer a confirmation.
The field technician still visits the property, takes measurements, and photographs install locations.
The automation reads the survey photos and notes, builds the equipment list and labor hours, and drafts the quote.
If the quote falls outside standard margin rules, the manager reviews and adjusts pricing before it proceeds.
The finished quote is emailed to the customer automatically once approved.
The quote status and follow-up reminder are logged automatically against the customer record.
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.