Field service / Reported client outcome
Quote turnaround fell from 20 minutes to 3 by connecting field context, parts and labor checks, and dispatcher review.
20 min3 min
Quote turnaround
Reported client outcome · Workflow reconstruction
Fourteen trucks, three dispatchers, and more than 40 quotes a day during summer. Dispatchers spent 60% of their time preparing quotes: reconstructing field context, checking parts, calculating labor, and formatting an answer. Same-day opportunities were reaching customers hours late.
Make the quote a checked packet, with the information behind the price ready for the dispatcher. The work to automate was preparation; the customer commitment still needed an accountable decision.
The system structured equipment, model, and symptom details from the field, checked supplier availability, applied equipment and location-based labor logic, and prepared the formatted quote with source checks linked. That connected the field request to the evidence dispatch needed to review it.
Incomplete submissions returned for clarification. A customer-ready quote could be released only after dispatcher review, so missing field context did not quietly become a price or delivery promise.
Reported average quote turnaround moved from 20 minutes to 3. Summit also reported $8.2k saved per month in dispatch, a +18% close rate on quoted jobs, and one person freed from full-time quoting duty.
Reported client outcomes from the approved Summit case. The flow is reconstructed; the figures are reproduced as reported, not independently recalculated.
Dispatchers reviewed and approved every commitment before release to the customer.
Bring an early idea, a defined brief, or a system that needs to work better.
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Define the problem, the first useful scope, and the decisions needed to build it.
