Workflow 1
Quoting
- Trigger
- A request arrives by email, web form or call note.
- Reads
- Your price book, past quotes and the customer's job history.
- Decides
- Drafts a quote with line items and your pricing rules applied.
- Approved by
- Your estimator or service manager, before anything is sent.
- Writes back
- Your CRM or field-service software.