Step by step
What this workflow solves
The survey findings never make it into the quote accurately - the estimator prices from memory or assumptions rather than the actual site conditions recorded during the visit.
Hardware for a high-priority installation is ordered without checking lead times, and a long-lead control system arrives after the installation date, delaying the project and the invoice.
Client requests changes to the system design after hardware has been ordered, and the integrator absorbs the variation informally rather than raising a change order - eroding margin on the job.
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