Estimating and quoting

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Service request received

   Customer submits a service request through online booking form, phone call, or mobile app requiring an estimate. System captures job details, location, and urgency level.

   ServiceTitanHousecall Pro
2. 2

   Action

   Pull customer history

   System retrieves existing customer data including previous service records, equipment details, warranty status, and pricing history. New customers are flagged for additional verification.

   ServiceTitanJobber
3. 3

   Decision

   Determine estimate complexity

   Workflow branches based on job complexity - simple repairs use automated pricing while complex installations require technician assessment. Decision made using job type, equipment age, and historical data.

   FieldEdgeServiceFusion
4. 4

   Action

   Calculate pricing automatically

   For standard jobs, system pulls current parts pricing, applies labor rates based on job complexity and technician skill level. Includes markup calculations and any applicable discounts.

   ServiceTitanWorkiz
5. 5

   Action

   Generate professional quote

   System creates branded PDF quote with itemized pricing, warranty information, payment terms, and service timeline. Includes photos of similar completed work and customer testimonials.

   Housecall ProJobber
6. 6

   Action

   Deliver quote to customer

   Quote is automatically sent via customer's preferred communication method (email, SMS, or customer portal) with online acceptance options. Follow-up reminders are scheduled if no response received.

   ServiceFusionWorkiz
7. 7

   Output

   Track quote performance

   System logs quote delivery, customer response time, acceptance rate, and schedules follow-up actions. Analytics are updated for pricing optimization and conversion tracking.

   ServiceTitanFieldEdge

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