Service Quote Approval Agent
Replaces a $45k Quote Reviewer — flags high-risk service quotes for supervisor sign-off before dispatch.
Home service businesses waste time manually reviewing every quote, especially when most are routine. Supervisors get bogged down approving low-risk jobs while missing red flags on complex or high-dollar work. Without smart triage, quotes either slip through unapproved or pile up in review queues, delaying dispatch and losing revenue.
The agent ingests incoming service quotes from your dispatch system, applies configurable rules (job value, service type, customer history, material costs), flags exceptions for supervisor review, and auto-approves routine quotes. It routes flagged quotes to the right manager via email or dashboard, logs all decisions for audit, and syncs approval status back to dispatch so crews roll out on time.
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