Forest Cooling
Quotes out the same week as the visit.
An air conditioning firm with two custom agents doing the paperwork that used to sit between a site visit and a sent quote.
Quotation Builder
Forest Cooling design, install and maintain air conditioning and refrigeration systems. The work itself happens on site. The paperwork is what held everything up.
Every job needs two documents before a quote can go out: a risk assessment and a priced quotation. Both were being put together by hand, usually by opening the last similar one and editing it. That takes an engineer or an estimator off the tools for an afternoon, and it's why quotes were sitting in a queue for days.
- An agent that drafts the risk assessment from the job details and site conditions, with the hazards that actually apply to that installation.
- An agent that builds the priced quote from the scope, using Forest Cooling's own rates and equipment list.
- Both of them work off the firm's own job history, so what comes out looks like the way Forest Cooling price and assess work.
Quotes go out the same week as the visit. And the risk assessments get done properly even when the diary is full, because writing one no longer costs somebody an afternoon.
The agents draft. A qualified person still reads both documents and signs them. A risk assessment is a professional judgement and it stays one — what's gone is the typing.
Other businesses working this way.
Your Lead Machine
A sales coach on every call.
Match Accounting
Fifty VAT returns a month, every one checked.
Sparkstone Technology
We run our own business on it.
Could this be your business?
Five minutes and ten questions will tell you which of your processes is the strongest candidate — and what a starting engagement would look like.