Use case · Sales · Operations · Finance
Maintenance quote generation
Automated creation, approval and sending. Preparation time cut to hours.
The problem
Every maintenance quote requires gathering customer data, applying current rates, calculating margins, obtaining approvals and producing the documentation. What should take an hour ends up taking days, with calculation errors and inconsistent prices between salespeople.
How we solved it
We built an automated quote generator that works from the customer's data, the equipment to be maintained and the contract terms. It applies standard rates and margins, sends the quote to the supervisor for digital approval and produces a PDF ready to send.
What you get
Areas involved
- Sales
- Maintenance
- Administration
- Quote preparation reduced from days to minutes
- Standard rates and margins, free of errors
- Digital approvals with full traceability
- Consistent, professional documentation
- Time freed up for the sales and administration teams