Quotea recurring routine
Larger commercial quote checklist
A repeatable checklist for the big quotes that have no system yet
The ask
“Set up a checklist we use for every commercial quote over $[amount] — site visit booked, drawings received, subs priced, exclusions written — and walk each new one through it.”
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TelegramWhat Barry does
Builds the checklist the big quotes deserve — site visit, measurements, subs priced, insurance, terms — and puts a live copy on every commercial quote over your threshold so nothing gets skipped.
What stays yours
- the threshold that makes a quote big
- what belongs on the checklist
What it needs
Nothing beyond Barry itself
More in Quote
— Issued for construction —
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