Estimate Workflow Audit
A written map of the intake, estimate, approval, payment, and delivery workflow.
- Field and file checklist
- Status map from RFQ to paid work
- Automation fix plan and rollout checkpoints
For estimating teams
Turn plan uploads into estimate tasks, approvals, and payment follow-up.
We help construction estimating firms clean up the workflow between uploaded plans, RFQs, estimate review, client approval, deposit payment, and final delivery.
Workflow
Where we can help.
IntakePlan UploadsCapture project, trade, bid date, files, and missing details.
EstimateEstimator TasksCreate one clean review task from email, form, or upload input.
ApproveClient Follow-UpTrack estimate sent, approval, deposit, and expected delivery date.
LaunchLaunch ChecklistKeep estimate files, invoice status, and final notes together.
Packages
Choose the deliverable you want shipped.
Workflow Build
One working workflow, such as upload intake to task creation or estimate follow-up tracking.
- Build plan and example input/output
- Workflow notes and fallback path
- Setup notes for the estimating team
Process
Request, estimate, delivery.
1. Send the current path
Form, email, Dropbox, portal, spreadsheet, CRM, deposit step, or launch checklist.
2. Confirm the build package
The reply confirms the package, timeline, and exact result.
3. Ship the workflow
Launch the estimate path that can be verified before expanding to every trade or branch.
Start