Construction and trades
A quote waits for days, and the follow-ups get lost.
The system reads the request, prepares the quote from your prices, and schedules the follow-ups.
The task, done by hand today
- A quote requested on Monday goes out on Thursday, after the client has called someone else.
- The prices live in a spreadsheet that only one person knows how to handle.
- The follow-ups live in that person's memory.
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@%@@%@@%%@%%@@@@@%@@%%%%%@@@@@@%@@%%@@@%%%%@%%%%%%@%%%%@%@@%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%@@@%%@@ @@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@@%%#####%##%%%%%%%%%The process, in four steps
- The request arrivesBy email, or after a call.
- The system reads your pricesYour price list, your discounts, your terms, as they are.
- The quote is pre-filledReady to reread, not sent.
- You approve, the follow-up is scheduledIt goes out on the planned date.
The limits of the system
The quote is prepared, never sent. You reread it, you send it, and the follow-up is scheduled at that moment.