But when the workflow involves moving between six different systems, it can be a pain.
One customer’s previous workflow involved:
- Finding customer information in the CRM
- Checking job-site software for the address and photos
- Writing the scope of work
- Searching a master spreadsheet for pricing
- Looking up sales tax
- Building the document, sending the link, tracking the signature, and filing the completed PDF
The problem wasn’t any one system. It was the manual handoffs between them.
Before
One quote. Five manual handoffs.
CRM
Job site
Pricing
Tax
Quote
Drive
Now
One interface. Under one minute.
Quote
Quote
Ready to send
Signed quote.pdfSaved automatically to Google Drive
We connected the systems already running the workflow and built one simple interface. A quote can now be created and ready to send in under a minute. Once the client signs, the completed PDF is automatically saved to the correct Google Drive folder.
10 days
First working version shipped
Then improved through real use.
Start with one painful workflow. Connect what already works. Clean up the handoffs. Build from there.