The estimate a business promises, generated the moment the visit ends
Many field-service businesses promise a written estimate, sometimes with a drawing or sketch of the proposed work, but the actual delivery step is manual: someone has to sit down later and put it together, and it does not always happen. Meanwhile a customer who calls back to check on that estimate has no guarantee anyone logs the call, so repeat callers can go unanswered for months. This page shows one small, working tool that closes both gaps: the estimate document (with a schematic drawing) is generated on the spot, and every follow-up call is logged against the job so nothing silently drops.
Everything below is fictional. When this gets built for a real business, it reads from whatever already captures a site-visit measurement, a paper form, a tablet app, a phone call, and adds the estimate generation, the drawing, and the follow-up log on top, without replacing how the visit itself happens.
Log a site visit
Job status board
How this gets built for real
The drawing is a schematic, not a CAD elevation. It's a to-scale-ish plan diagram built from the same footage numbers already on the estimate, enough to show the customer what was measured, not a replacement for an actual design drawing on a complex job.
"Sent" here means generated and ready to email. A real build wires this into the business's actual outbound email, this demo only shows the document and the status change.
Follow-up tracking is a log, not a full CRM. It solves the specific failure mode of a callback getting lost, it doesn't replace scheduling or invoicing software.