Regional architecture and construction firm

A faster path from enquiry to estimate

A fragmented quote and estimating process became a clearer workflow with structured inputs, review points, and better handoffs.

Enquiryweb · phoneTakeoffdrawingsEstimatepriced · reviewedESTIMATE SUMMARY
The story

Situation, approach, outcome.

Structured intake formsShared estimating templatesReview workflowPipeline dashboard
01

Situation

Enquiries arrived by email and phone, takeoffs lived in personal spreadsheets, and pricing review happened in hallway conversations. Estimates were slow and inconsistent.

02

Approach

We mapped the enquiry-to-estimate journey, introduced structured intake, a shared takeoff template, defined review checkpoints and a clean handoff into project delivery.

03

Outcome

Estimate turnaround moved from days to hours, review became visible, and leadership gained a pipeline view for the first time.

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