BARRY
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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What Barry does

a task template + per-quote tasks

What stays yours

  • thresholds
  • the checklist items

What it needs

Nothing beyond Barry itself

More in Quote

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Assemble a quote package

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Draft a quote from your price book

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Quote from a walkthrough video

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— Issued for construction —

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