A painting company was running its estimating and sales process on an off-the-shelf quoting platform that was too rigid for how their team actually prices jobs.
They started building a custom replacement, but it was still an unfinished prototype. Pricing hadn’t been validated, pipeline and reporting were incomplete, there were no user permissions, and nothing followed up automatically on quotes that went out. The team was also stuck doing duplicate data entry across their quoting tool, accounting software, CRM, and project photo and file storage. Reps had no single place to run a job from the first site visit through proposal, deposit, production handoff, and work order. The result was slow quote turnaround, inconsistent pricing, and leads going cold because follow-up depended on someone remembering to do it.
We built a custom quoting platform so it became the primary operating system for the sales team. Reps scope jobs on an iPad in the field, generate a proposal on the spot, collect the deposit, and hand the job off to production with a work order, all in one place. The accounting software stays the financial source of truth, and the CRM continues to handle phone, messaging, and calendar. Pricing was validated against more than 100 of the company’s past quotes, so the numbers reflect how they actually bid, and their 2026 jobs were imported to give the system a working baseline. Role-based access gives owners, estimators, and reps the right level of visibility. The platform tracks when a proposal is opened and runs an automated follow-up sequence, so no quote goes quiet. An integrated presentation flow lets reps walk customers through the proposal in person, and clients can pick their own colors through a self-service step. Reporting and pipeline views show the owners what’s quoted, won, and in production. Project files moved into the platform’s native storage, which removes the duplicate entry across tools.
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