SOL-04 · QUOTE APPROVAL
You Stay in Charge of Every Quote.
Review. Approve. Send.
Workely prices each lead from your own rules. Approve each quote, or turn on auto-send and it goes out on its own. Anything unclear waits for your OK, with the lead and the price in front of you.
Built inside a working service company, and used there every day.
Waits when it is unsure
Confidence needed to auto-send
Price every quote
01 · THE PROBLEM
Customers expect a straight answer on price, but not every job fits a rule: a steep roof, weird access, a job over your usual size. A wrong number costs you the job or the margin, and checking every lead by hand eats the time you need for the work that pays.
02 · THE SOLUTION
Workely quotes from your pricing rules and only yours. It never invents a number. When a lead is unclear or goes over your price ceiling, it waits for your OK. Turn on auto-send and a quote it is at least 90% confident in goes out on its own.
CAPABILITY MATRIX
How It Works
Your Rules, Your Numbers
Quotes come from your own pricing rules. Workely never invents a number or undercuts your minimum.
Waits for Your OK
Anything unclear or over your price ceiling waits for your OK instead of going out wrong.
Auto-Send at 90%+
With auto-send on, a quote it is at least 90% confident in goes out with a booking link on its own. Anything less certain waits as a draft.
Review Before It Sends
When a quote waits for your OK, you see the lead and the price before anything goes out.
WORKFLOWS
Workflows for Quote Approval
Price
Prices each lead from your own rules
Approve
Holds anything unclear or over your price ceiling for your OK
Send
Sends the approved quote with a link to book a time
To the moon, founders.
Nothing charged for 30 days. Cancel anytime. The first 10 owners lock $29.99/mo for life.
Founding bonus: we write a feature story about your business on the Workely blog, with a link to your website. It stays up as long as Workely does, so more people find your business as we grow. We draft it within 7 days of signup; it goes live once you approve it. Founding customers only, while spots last.