Predictiv Apps / system start
Connecting the operating path
Custom workflow solution
Build quote workflows that match how your team scopes, prices, revises, and gets approval.
The workflow starts with the information your team already handles, protects the next handoff, and records the operating signals managers need without adding a second reporting process.
An estimate starts with a qualified opportunity, inspection or site visit, measurements, photos, scope notes, pricebook items, labor assumptions, and material costs. The workflow can support service options, alternates, exclusions, and approval requirements without rebuilding every proposal from a blank document.
Once approved, the exact scope and selected options should move into scheduling, job setup, purchasing, and customer communication. Spreadsheet pricing and generic proposal tools often break revision history, separate the sold scope from the production scope, and force the office to re-key approved work.
Sales and office teams can see which estimates are being drafted, sent, viewed, revised, accepted, or declined. Owners get visibility into open proposal value, aging, close rate, expected backlog, and projected margin before work reaches the schedule.
FAQ
Yes, when they still support the way you sell. We can structure existing items, assemblies, options, and approval rules rather than forcing the team into a generic catalog.
Electronic acceptance, signatures, option selection, and deposit handoffs can be included. The exact approval record and payment flow are defined around your contracts and current payment provider.
Each revision can preserve its scope, price, status, and approval history so the office and field are working from the same accepted version. Rules can also separate pre-sale revisions from changes requested after the job starts.
It depends on pricing complexity, document requirements, approval steps, and integrations. The blueprint establishes the implementation sequence after we review real estimates and the exceptions your team handles today.