Same-Day Add-On Work Approval Request
A done-for-you home services automation built for the Sales Estimator, connecting Twilio and DocuSign so the work below happens on its own.
What this automation does, step by step
When a technician on-site identifies additional necessary work, a corroded line the original job didn't cover, for example, the automation automatically sends the customer a real-time approval request with clear, itemized pricing before the extra work begins, instead of a sales estimator or the technician trying to reach a customer by phone and talk through pricing verbally on the spot.
Customers approve the add-on with a single tap from wherever they are, and jobs move forward the same day instead of stalling out waiting for a callback that might not come until the technician has already left.
- Field service management platform (e.g., ServiceTitan or Housecall Pro)
- Zapier or Make.com
- DocuSign (digital estimate approval)
- Twilio (SMS)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, a sales estimator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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