Quotes & jobs
Make every enquiry ready for a decision.
A connected quotation workflow can collect the missing details, organize the request, prepare a consistent scope, and make follow-up dependable.
Illustrative workflow, not a client case study
The problem
The enquiry arrived. The information needed to price it did not.
Requests arrive through calls, email, website forms, and social messages. Staff spend time asking the same questions, locating photographs, and reconstructing conversations before anyone can decide what to quote.
A complete brief before the owner reviews it.
The system organizes the work. A person remains responsible for scope, price, and commitment.
Request missing photos, dates, or measurements
Prepare a consistent job brief
Owner confirms scope, exclusions, and price
Deliver a clear quotation and next step
Prompt action without relying on memory
Control
The system prepares the decision. Your business makes it.
Automation should make good judgement easier, not produce unsupervised prices or promises.
Complete the request
Ask for missing information and keep every attachment with the correct enquiry.
Set scope and price
Review assumptions, select the right approach, and approve the commercial terms.
Prepare and track
Generate the approved document, record when it was sent, and schedule the next action.
Handle negotiation
Decide how to respond when the customer changes the work, timing, or budget.