Illustrative workflow

From a Web Inquiry to an Estimate

The inquiry is captured with source, time, and service area. The system qualifies it and routes it to the right rep. The rep books an inspection, the estimator visits the property, and the estimate moves to a reviewed draft.

Starting event

A homeowner submits a replacement inquiry through the roofing company's website form.

How the workflow moves

1
System
Captures the inquiry with source, inquiry time, service area, and request type.
2
System
Qualifies the request against service area and request type rules.
3
System
Routes the qualified inquiry to the assigned rep.
4
Office
Contacts the homeowner, confirms details, and books the inspection.
5
Estimator
Visits the property, takes measurements, and prepares the estimate draft.

Exception branch

If the service area is outside the configured territory, the system flags the inquiry as out of area. The office can refer it or decline it with a clear message.

Sample output

Lead record: 'Source: Website form. Time: 9:14 AM. Service area: Collin County, TX. Request: Full replacement. Assigned: David. Status: Inspection booked.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Captured eligible inquiries

Inquiries that passed the eligibility rules during the period.

Incomplete records

Inquiries missing required fields at capture time.

Assignment coverage

Eligible inquiries assigned to a named owner.

Inspection booking rate

Qualified inquiries that produced a scheduled inspection.

Related service

Questions about this workflow

Website forms, chat, and other approved incoming sources. Each source is mapped so the record carries the correct attribution.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

Book a Free Strategy Session

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