Bathroom tiling site measure and quote Workflow

Why should we automate bathroom tiling quotes instead of doing this manually?

Manually calculating tiling quotes from site measurements and chasing manager sign-off and customer replies takes time and is easy to lose track of across spreadsheets and email threads. This workflow calculates the quote amount automatically from the areas, rate and extras cost, and keeps every decision, comment and status change on a single record with a timeline. That reduces the back-and-forth typically needed to get a quote from site visit to customer acceptance.

What is the ROI of using this workflow for a tiling business?

By automating quote calculation, manager review routing and customer communication, estimators and managers spend less time on repetitive admin and more time on site work and pricing accuracy. The built-in revision loop means changes go back to the estimator with the manager's comments already attached, cutting down on clarification calls or emails. Faster quote turnaround can also help win jobs before customers seek other quotes.

How does this compare to handling site measures and quotes manually?

Manually, a site measure might sit in a notebook or spreadsheet before someone calculates the price, emails a manager for approval, and separately follows up with the customer. This workflow captures the measurement, calculates the quote, assigns the manager a review task, and emails the customer automatically once approved, with every step and decision recorded on the record's timeline. This gives the business a clear, auditable record of how each quote progressed without manual chasing.

Who is involved in this workflow and what do they do?

The estimator submits the site measure through the request form and updates figures if the manager requests changes. The estimating manager reviews the measurements and price, recording a decision and comments. The office is assigned a task to book the job once the customer accepts, and the customer takes part by email, accepting or declining the quote without needing an account.

What happens if the estimating manager requests changes to a quote?

When the manager's decision is 'Changes needed', the record status is set to Revising and the estimator is assigned a task to update the floor area, wall tiling area, tiling rate and extras cost based on the manager's comments. Once the estimator submits the revised figures, the workflow restarts from the quote calculation step so the price is recalculated and sent back to the manager for review. This loop can repeat until the manager approves the quote.

What happens after the customer receives the quote?

The customer receives an emailed form asking whether they accept or decline the quote, with an optional comments field, and the workflow waits for their reply. If they accept, the status changes to Quote Accepted, a confirmation email is sent, and the office is assigned a task to book the job. If they decline, the status changes to Quote Declined and a thank-you email is sent.

Can we customise the fields captured on the site measure form?

Yes, the request form fields such as floor area, wall tiling area, tile size and type, and waterproofing needs can be adjusted to match how your business captures site measurements. Changes can be made by describing the change in plain English or by editing the steps directly in the workflow editor, and earlier versions of the workflow are kept.

Does the office task to book the job block the rest of the workflow?

No, the office task to book the job is fire-and-forget, meaning the workflow does not wait for it to complete. The scheduled job date entered on that task stays with the task itself, shown in the record's task list, rather than being saved on the record.

How is the quote amount calculated?

The quote amount is calculated from the floor area, wall tiling area, tiling rate per square metre, and the waterproofing and extras cost entered during the site measure. This calculation runs automatically after the record status is set to Measured, and it reruns whenever revised figures are saved following a manager-requested change.

Is this workflow ready to use straight away?

Yes, as a template it can be published by a workspace in minutes and run as a live process immediately, with no installation or development project required. Once published, the request form, calculation, review routing and customer emails all work as described without further setup.