01 / Turning a phone call into a written quote
Step 1 · Where it starts
A short web form standing in for the notepad by the phone — job, equipment, rough size, and when the customer needs it done.
Step 2 · What gets automated
A draft price is built from what comparable jobs actually cost to run, not from a memory of the last one that may or may not have been typical.
Step 3 · The process it plugs into
Every quote gets a follow-up date attached automatically, so a customer who went quiet is a name on a list rather than a name nobody thought of again.
Step 4 · SolaceSentry review
Every number is yours to set or change. The draft is a starting point, not a price sent on your behalf.
Step 5 · What leaves the system
A written quote in a customer's hands the same day it was asked for, instead of a callback that may or may not happen.
Proof metric: Share of enquiries that get a written quote within 24 hours, and how many of those convert.