The customer chose an option. Can the whole shop see the same scope?
This product workflow follows an approved catalog from Good / Better / Best options through human-approved signature and the downstream details dispatch, inventory, and invoice review need.
Owner, service manager or lead technician · HVAC, electrical or plumbing · the quote starts from a blank number
What happens today
Today the technician builds an estimate, the office retypes it, and the field, scheduling and billing teams work from slightly different versions.
Why it matters
The risk is inconsistent presentation, unapproved discounts, missing cost context, and sold work that has to be rebuilt.
Where this starts
A customer needs a repair or replacement estimate, and the business has approved catalog items and pricing rules.
The workflow
- 1The office or technician verifies the customer and site before creating a new record.
- 2They select approved catalog items and build Good / Better / Best options instead of entering a blank price.
- 3A person reviews missing-cost warnings, discount authority, and any member or negotiated pricing before sending.
- 4The customer reviews and signs a selected option through the approved path; an unsigned option is not sold work.
- 5The selected scope carries duration, material allocation, and invoice inputs to the next internal steps without retyping.
Where a person decides
A person owns the price book, costs, taxes, discounts, and scope approval. Customer approval is a defined record, not an autonomous sale.
If it does not go to plan
If a cost is missing, discount authority is exceeded, or the customer declines, the estimate stays visible for review and follow-up. No job or invoice is treated as sold.
Where this ends
One approved selected scope is available to the next roles with the appropriate context.
What you can see
Owned demo capture of catalog selection, option comparison, warning and approval state, signature simulation, and downstream job inputs.
Why that is useful
The handoff begins from the approved scope rather than a second version of the job.
What this does not claim. No price, margin, tax, contract sufficiency, sale, or third-party price-book connection is guaranteed. Stored-card membership autopay is not part of this flow.
Workflow reviewed 2026-08-13