Generate Repair Estimate
Automatically create detailed elevator repair estimates by collecting inspection data, calculating parts and labor costs, and delivering professional quotes to customers instantly.
When
Inspection Completed
Then
Professional Estimate Delivered
3 hours per estimate
Time Saved
70% faster quote delivery
ROI Impact
An automated elevator repair estimate system collects inspection data from field technicians, calculates parts and labor costs based on current pricing, and generates professional quotes with equipment specifications and timelines. The system delivers estimates to customers within minutes of inspection completion, reducing quote turnaround time by 85% while ensuring pricing accuracy and consistenc
How This Automation Works
Inspection Completed → Professional Estimate Delivered
Capture Inspection Data
Technician completes on-site elevator inspection using a mobile form, documenting equipment condition, required repairs, parts needed, and repair complexity level with photos and notes.
Retrieve Current Pricing
System automatically queries parts inventory database for current component costs and applies appropriate labor rates based on repair type, technician certification level, and service urgency.
Calculate Total Cost
System computes total estimate including parts markup, labor hours, travel time, equipment rental if needed, and applicable taxes or fees, applying any customer-specific discounts or contract rates.
Generate Estimate Document
System creates a professional, branded PDF estimate with itemized costs, equipment specifications, repair scope description, warranty details, estimated timeline, and terms and conditions.
Deliver to Customer
Estimate is automatically emailed to building manager or property owner with a secure link for online review, approval, questions, or modification requests, with copy sent to service coordinator.
Track Response
System monitors customer interaction with the estimate, sends automated follow-up reminders if needed, and notifies the sales team when quotes are viewed, approved, or require attention.
How It Works
Transform your elevator repair quoting process with intelligent estimate generation. This system automatically captures equipment details, damage assessments, and required repairs during field inspections, then calculates accurate pricing based on parts inventory, labor rates, and service complexity. The solution generates professional, itemized estimates with equipment specifications, warranty information, and service timelines, delivering them directly to building managers or property owners for rapid approval. By eliminating manual calculations and data entry, your technicians can provide on-site quotes while ensuring consistent pricing across all repair jobs.
The Trigger
Activates when an elevator technician completes an on-site inspection and submits damage assessment details, required parts, and repair complexity through a mobile form or inspection app.
The Action
Generates a comprehensive, branded repair estimate with itemized costs, equipment specifications, repair timeline, and warranty details, then sends it via email to the customer with a link for approval or questions.
Common Use Cases in Elevator
- Emergency repair quoting for elevator breakdowns requiring immediate cost approval from building management before starting work
- Scheduled maintenance inspection estimates when annual service visits identify unexpected wear or component failures needing replacement
- Modernization project scoping when customers request upgrades to control systems, door operators, or safety features during routine service
- Code compliance repair estimates following inspection violations that require specific corrections with documented pricing for building owners
- Insurance claim documentation providing detailed repair cost breakdowns for property insurance companies processing elevator damage claims
- Multi-unit property quoting for property management companies overseeing multiple buildings requiring consistent repair pricing across portfolio
- Warranty work verification generating estimates for repairs that may be covered under equipment or service warranties for approval processing
- Preventive replacement programs providing proactive quotes for components approaching end-of-life before failures occur
Results You Can Expect
Eliminate Manual Calculations
Technicians no longer spend time manually calculating parts costs, looking up labor rates, or formatting quote documents. The system handles all calculations instantly using current pricing data and standardized rate structures.
Deliver On-Site Quotes
Generate and send professional estimates while still on the customer's property, eliminating delays from returning to the office, manual data entry, and administrative approval processes. Customers receive quotes within minutes instead of days.
Ensure Pricing Consistency
Standardized calculation rules ensure all technicians quote repairs consistently based on the same parts costs, labor rates, and markup formulas, eliminating pricing discrepancies and revenue leakage from underquoting.
Increase Approval Rates
Professional, detailed estimates delivered immediately while the repair need is top-of-mind lead to faster customer decisions. Clear itemization and transparent pricing build trust and reduce objections.
Reduce Administrative Workload
Field data flows automatically from inspection forms to estimate generation to work order creation, eliminating redundant data entry by office staff and reducing errors from manual transcription.
Improve Cash Flow
Faster estimate delivery and approval leads to quicker job completion and invoicing. Streamlined processes reduce the time from inspection to payment collection, improving working capital and cash flow.
Frequently Asked Questions About This Automation
The system captures inspection data through mobile forms completed by technicians on-site. It automatically retrieves current parts pricing from inventory databases, applies labor rate calculations based on repair complexity, and generates a formatted estimate with all relevant details. The completed quote is then sent directly to the customer with approval options.
Set Up Automated Estimate Generation in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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