CallingCrew | Dealer Configuration

Version 1.0

Estimator- Pilot Partner Intake

Designed to improve dealer quote quality and conversion.

What we need from you

This intake is to capture your core installation types and system configuration patterns so we can build the first production estimator.

  • Installation categories - the standard job types you quote most often (for 1-3 households).
  • Typical system configurations - the common combinations you recommend, and when you choose each.
  • Key inputs - the minimum technical details needed to produce a reliable preliminary estimate.
  • Pricing structure - how you price each core configuration (ranges are fine for the pilot).
  • Exceptions and constraints - anything that changes pricing or requires manual review.

Keep it practical - we are modelling your current process into a structured quoting workflow.

Daniel - please complete this intake so we can configure your estimator workflow.

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