When it comes to winning new business, speed is everything. The faster you can generate and deliver a bid, the more likely you are to close the deal. Easily set up a system that auto-generates bids using real-time data, allowing you to respond to leads instantly and keep your momentum strong. Not only does this save you time, but it also impresses clients with quick turnarounds, giving you an edge over the competition.

To get started, create your lead intake form (if you haven’t already). Once a lead is submitted, Mapline allows you to auto-calculate the distance between the lead and the nearest service provider. Simply select the Mapline Data option and choose DISTANCE TO ANOTHER LOCATION IN THIS DATASET. You can decide whether to use STRAIGHT-LINE DISTANCE or DRIVING DISTANCE depending on your needs. This calculation helps determine how much it will cost to service the lead and is a crucial first step in generating a precise and competitive bid.

Closing a deal isn’t just about crunching the numbers—you’ve got to secure that signature, too. Integrate digital signing right into your bid workflows for a seamless, hassle-free process. Forget about printing, scanning, or mailing forms; give your clients a fast, fully digital experience that gets the job done.

Start by creating a custom form that allows your team to capture all service details on-site, automating bid pricing instantly. No more delays or guesswork—your team gathers the info, hits submit, and just like that, the service request is logged into your dataset.

Next, set up a form and attach your PDF bid. Like DocuSign, you can add fields for names, dates, and signatures, enabling customers to review and sign bids digitally. This doesn’t just streamline the process; it ensures a quick, clear, and legally-binding agreement that everyone can rely on.

You have high service standards, but maintaining them means getting the right person to the right job, on time, every time.

Automatically match new leads with the most qualified service provider within a certain mile radius, ensuring that every job is handled by someone with the right skills and proximity to the client.

Automate your job assignments so that whenever a new lead is submitted, the system will calculate which service providers are within the specified mile radius and have the necessary qualifications. The lead is then automatically assigned to the best-suited agent, minimizing response time and maximizing service quality.

Once a bid is generated, the next step is sending the proposal to the client. With Mapline, this process can be fully automated, from calculating service costs to generating the proposal and sending it off for approval. This not only saves time but also ensures that every proposal is accurate and delivered promptly.

Start by configuring your dataset to include a list of services and the cost associated with each one. Then, set up an auto-calculation for the total cost of the requested services using Mapline Data. The formula SUM(Service1, Service2, Service3) will pull the relevant services into the calculation.

Next, create a static PDF with the service agreement. Set the default option for the bid estimate to pull from the Mapline Data column that contains the total estimated cost of service. This way, every proposal is automatically populated with the correct details and ready to be sent out with just a click.

Communication is key to keeping clients engaged and informed throughout the bid and service process. Mapline allows you to automate this communication, ensuring that clients receive timely updates without any manual effort on your part.

To automate communications, start by creating custom workflows with action triggers and logic. For instance, you can configure your form submission settings to automatically send follow-up emails or notifications whenever a form is submitted. This keeps your clients in the loop and reinforces your commitment to excellent service.

With these automated systems in place, you just streamlined your bid management process, from lead intake to proposal delivery, all while maintaining high standards of service and efficiency. Mapline empowers you to manage your operations with the speed and precision of a true superhero, ensuring that you stay ahead of the competition and keep your clients coming back for more.