Use case · Estimating

Estimating that gets to a price the same way every time.

Solomon turns estimating into a governed workflow — pricing, options, approvals, and follow-up tied together instead of living in someone's truck.

The problem

Why estimates leak margin.

Pricing decisions made in driveways, with inconsistent options and no follow-up, quietly bleed margin and conversion at the same time.

  • Pricing depends on who's quoting.
  • Good/better/best presentation is informal at best.
  • Approvals and discounts aren't governed.
  • Unsold estimates die in inboxes.
Capabilities

Capabilities for governed estimating.

Templated estimates

Options, inclusions, and price logic codified — not improvised.

Approval workflows

Discounts and exceptions follow a real path, not a side text.

Live estimate status

Sent, viewed, accepted, stalled — visible to the people who can act.

Sold-job handoff

Won estimates flow into scheduling and dispatch without re-keying.

Estimate analytics

Win rate, avg ticket, and option mix — by tech, by source, by week.

Stalled-estimate recovery

Quiet quotes don't sit forever; they trigger structured follow-up.

How it works

From scope to signed.

  1. Step 01

    Scope

    Job captured against templated, governed pricing.

  2. Step 02

    Present

    Customer sees clean options, not a hand-written number.

  3. Step 03

    Approve

    Exceptions and discounts route through real approval.

  4. Step 04

    Convert

    Sold work flows downstream cleanly; stalled work gets worked.

In practice
“Estimating used to be the part of the operation we couldn't really see. Now it's the part we can talk about with numbers.”
— Operations leader
Outcomes

What changes.

average ticket
↑
close rate
↑
margin leakage
↓
re-keying into ops
0
FAQ

Common questions

Does Solomon replace the tools we already use for estimating?+

No. Solomon governs how work moves through your existing tools and adds the operational layer that's currently missing.

How long does it take to deploy?+

Most operators are running their first workflows within days, focused on the highest-leverage handoff first.

Will the team have to change how they work?+

The interfaces look familiar. What changes is what the operation can see — and what it can act on.

How is success measured?+

Throughput, drift, and rework are the honest metrics. Solomon makes them observable.

Make estimating a real function of your operation.

Solomon is the layer that turns operational intent into operational reality.