Plumbing and heating company, 18 employees

Starting point

Quotations were compiled manually from notes taken during on-site visits and were often not sent out until days later.

Automated quotation templates based on structured on-site notes, which the office simply checks and sends out.

Quotes are sent out noticeably faster after the appointment, whilst the customer still has the conversation fresh in their mind.

A 30-minute consultation, free of charge. We’ll take a look at your processes and give you our honest opinion on whether automation is worthwhile.