Website form Waiting
Customer request Looking for a 6-ft privacy fence around the back yard. Prefer cedar.
Interactive workflow demo
Quote + Estimate Workflow
Watch a scattered service request become a structured scope, a draft estimate, and a precise list of what still must be confirmed before anyone sends a price.
Simulation mode Contractor
A customer wants a fence estimate, but the details are spread across a form, text, and two photos.
The workflow should assemble what is known, calculate what can be calculated, and stop before pretending missing measurements do not matter.
Watch the handoff happen
Run the workflow. The active source, decision, output, and exception will highlight together.
Ready
01
Estimate request
Scattered scope details
Text message Waiting
Customer follow-up There is one existing gate we want replaced and a second new gate by the side yard.
Photos Waiting
2 images attached Back-yard photos show terrain and existing fence line, but no reliable dimensions.
02
Estimate logic
How scope becomes a draft
- 01 Capture the base request
Identify fence type, height, and preferred material.
- 02 Add the text-message details
Merge two gate requirements without losing the original source.
- 03 Build one scope summary
Combine known requirements into a single estimate-ready scope.
- 04 Inspect the photos as context
Use them to understand terrain and existing conditions, not to invent dimensions.
- 05 Prepare what can be calculated
Build material and gate options from known selections while leaving footage-dependent totals open.
- 06 Check required quote inputs
Final pricing requires verified linear footage.
- 07 Hold the quote before send
Label the estimate as draft so nobody accidentally sends an unsupported total.
03
0 ready Draft estimate
What can be prepared safely
Scope summary Cedar privacy fence + 2 gates
Material preference, height, gate count, and replacement/new-work distinction are structured.
Draft calculation Materials + gate options
Known unit options can be prepared without pretending the total footage is known.
Estimate status Draft · not sendable yet
The estimate is intentionally held until measurements are confirmed.
Validated results will appear here as the workflow progresses.
04
0 exceptions Approval + audit
What happened + what must be confirmed
Photos are useful context, but they do not provide defensible measurements for a final quote.
Next action Request dimensions or schedule a measurement visit before final pricing.
Every action will be recorded here as it happens.
Follow the highlight across all four panels. The point is to show exactly where information moves, where rules apply, and where a human still owns the judgment call.
The point is the handoff, not the shiny robot
What actually changes
The automation is useful because the work moves cleanly from request to action — with less manual handling and clear human boundaries.
Before Manual handoffs
- Scope details live across forms, texts, photos, and memory
- Someone manually reconstructs the request before quoting
- Missing measurements can get discovered late
- Draft numbers can be mistaken for approved pricing
After Connected handoffs
- All source details become one traceable scope
- Known calculations are prepared automatically
- Missing quote-critical information is surfaced early
- Final pricing stays held until the required human/field verification is complete
MethodMade Studio
How many places do quote details live today?
MethodMade can connect intake, scope collection, estimate preparation, approval, and follow-up around the quoting process you already use.
Keep exploring
See another handoff in action.
Different problem, same idea: make the work visible, connect the handoffs, and keep judgment with a person when it matters.
Next up in the showroomField operations
Browse the showroomSwipe, drag, use ← →, or tab into a card.
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