Be on the job.
Stay on top of the enquiry.
A new request should arrive with the job details your team needs, a clear next action and someone responsible for it.
Three places to make
the work clearer.
Enquiry to job brief
Collect the property area, work requested and missing information before the estimator picks up the job.
Quote follow-up
Track quote status and prepare a relevant reminder when a customer has not responded.
Visit preparation
Put access notes, job history and the agreed scope in one place for the team.
A quote-ready job brief.
The trigger
Kitchen installation request
The work
Collect location, scope and photos
The review
Review the estimate before sending
The measure
Enquiries with complete job details; time to first useful response; quotes reviewed and accepted.
Will it price a job automatically?
Only if the pricing rules are explicit and approved. The starter workflow prepares the brief and draft; your estimator remains responsible for the quote.
What does the first step cost?
The Workflow Map is $300 CAD. A supported starter build is $1,500 CAD. Scope, third-party costs and applicable taxes are confirmed before purchase.