The work this connects
When measurements and pricing live in separate systems, the office has to rebuild the job before it can quote it. ScreenOps carries the selected configuration forward and records exceptions.
What stays connected
- Configuration-based line items
- Standard and custom options
- Good, better, best presentation
- Discount and margin approvals
- Customer accept or decline
- Quote and contract generation
Follow the workflow
- Verified opening
- Configuration
- Estimate
- Approval
- Sales documents
Common questions
Can technicians adjust a proposal in the field?
Authorized users can revise configuration choices and present updated options. Discount, custom-price, or low-margin exceptions can require manager approval.
Are estimates separate from sales documents?
Estimate approval feeds the document workflow so quotes, contracts, orders, invoices, and warranty documents can use the same customer and job data.