From a website request to a job ready to price.
- Step 01
Request submitted
The homeowner describes the work, uploads photos, adds rough measurements and notes access, parking and timing.
- Step 02
Job created
Create a quote job in ServiceM8 with the customer, address, description and photos attached.
- Step 03
Location added
Add a Google Maps link that opens the satellite and Street View for the address, so the estimator can judge access and layout.
- Step 04
Estimator decides
The estimator chooses whether the job can be priced from the details or needs a site visit.
- Step 05
Next step booked
Either the quote is prepared in ServiceM8, or the customer is sent times for a survey visit.
The result
Quotes go out sooner, and site visits happen only when they’re needed.
Photos support a quote but never replace the estimator’s judgement, and no price is sent without a person approving it. The same customer and address are matched to an existing job instead of creating a duplicate.