Get the quote out while the customer is still deciding.
A straightforward enquiry comes in by call, email or form, and the work of answering it lands on somebody’s desk. We build the workflow that keeps the routine ones moving.
The quote doesn’t need to become an admin job.
Once the inputs and the pricing path are known, the workflow can carry the request through to the next useful step without somebody rebuilding the same information by hand.
TodayOne straightforward quote request becomes a chain of internal admin.
How it can run
Enquiry
Needs judgementPERSON
Quote out
Accepted
Job, scheduling, follow-upCOMPLETE
What happens after acceptance follows the workflow you already run. See how accepted quotes continue inside ServiceM8.
Every number on it came from somewhere you can point at.
A request arrives for a driveway and two paths. Here is what the workflow assembles, and where each figure comes from. Nothing on this list was decided by a model.
A quote that always sends is a quote nobody checks.
It sends
The service is one you already quote, every pricing input is available, and an approved rate covers it. Quote 4471 goes out, and the follow-up is already scheduled.
It holds PERSON
Something the rules do not cover. The request waits for you with the measurements taken, the customer history loaded and the lines it could price already filled in, so the part left to do is the judgement.
Your pricing rules decide which arm a request takes.
Keeps moving
- A service you already quote
- The inputs the price depends on are available
- An approved rate or formula covers it
Stops
- A pricing input is missing
- The scope sits outside the work you normally quote
- A discount or a change of terms is being asked for
- The price is a judgement call
The price comes from their engine, not from a model.
One production workflow interprets the request, prices it against the client’s existing backend, and stops unsupported work for review.
Source: production deployment. The client has not released commercial results, so no figures are published here.
Read the quoting case study →Show us a quote you write every week.
Send us the path from enquiry to quote: what comes in, how the price is worked out, and where someone still has to touch it.
- Obvious quote still takes two days
- Half the jobs follow a rate card
- Accepted quotes wait to be booked
Would rather talk it through than type it out? Book a 30-minute call.
About the process
Four questions. Owen picks up the rest on the call.
Got it, thanks.
We read every one of these ourselves. Here’s what happens next.
- We look at the process you described and how it touches your systems.
- We come back within one working day. Reply to that email and it reaches Owen directly.
- If it’s worth building, we’ll tell you what we’d build and what should stay human. If it isn’t, we’ll tell you that.