Given your assemblies, the panel photo, the customer’s words and the tech’s notes, an assistant assembles the line items and the options: the 200-amp upgrade with and without the EV circuit, the service call with the likely part. A person reads it, prices the judgement calls, and sends it.
- Replaces
- “I will get you a number tomorrow,” and the office re-typing the tech’s notes into a quote the next morning.
- The category, not a vendor
- Quoting inside the field-service tool you already run, or an assistant over your own price book. The prerequisite is the price book. Without it there is nothing to assemble, and most shops I see have not loaded one.