Quote & Job Costing Automation for Home Improvement Business

South Florida Doors & Closets was quoting custom installations manually, tracking costs in spreadsheets, and scheduling jobs by hand. Metawork built an automated pipeline that generates standardised quotes with accurate cost calculations, tracks job costs per installation, and triggers scheduling automatically based on the deal stage — eliminating manual overhead and improving accuracy across the board.

Challenges

Quoting custom door and closet installations was entirely manual

Invoice splitting and cost tracking required manual oversight

Data scattered across spreadsheets

Goals

Automate the quote-to-installation pipeline

Implement standardised quoting with accurate cost calculation

Automate scheduling based on deal stage

Results

Quotes generated faster with accurate pricing

Job costs tracked per installation automatically

Scheduling fully automated from deal stage

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