Ride along with service provider Marco Ruiz of Apex Contracting LLC as he builds an estimate for customer Linda Alvarez right at the job site — catalog pricing, optional add-ons, and a signature before he leaves. 8 steps.
One visit: estimate created at the truck, priced from the company catalog, add-ons offered as Optional Products, and a $1,257.25 quote flipped to Approved By Linda Alvarez with a signature on the glass. The office converts it to a work order on the web — no retyping.