The symptom
“Quotes get retyped into accounts”
Quotation to invoice without retyping
What it’s costing you
The bill nobody itemises.
- The same figures entered two or three times, with a transcription error each time
- Quotations that cannot be found, or that exist in two versions
- Approval chased by message rather than routed by the system
- Invoices raised late because nobody knew the job had finished
How it gets fixed
What actually changes.
- 01One record moving through quotation, approval, job and invoice without re-entry
- 02Approval routing and stage gates that reflect how the company actually signs things off
- 03Pricing logic held in the system rather than in one experienced person’s head
- 04Invoice raised from the completed job, not from a reminder
Platforms that suit this
Questions
Our pricing depends on judgement. Can that be systematised?
Often, yes, and it is usually the highest-value thing we do. Experience becomes a material master, a consumption matrix and labour mapping, so the company can quote consistently when the person who normally does it is unavailable.
“Quotes get retyped into accounts”
If that sentence sounded familiar, the Health Check maps it properly before anything is bought.