Feature

Remote Estimating

Reserve estimator travel for work that truly needs a site decision.

The operating reality

Reserve estimator travel for work that truly needs a site decision.

Trade-specific questions, photos, measurement, and exception rules move standard scope toward takeoff and quote.

Available across CloseDay plans.

Contractor outcome

What the operator gets

The capability does not replace trade judgment. It keeps information and responsibility attached as the customer moves to the next stage.

Connected workflow

Where it fits

Trade-specific questions, photos, measurement, and exception rules move standard scope toward takeoff and quote.

The operator can see the responsible customer, current state, and next action without rebuilding the context in another tool.

Available across CloseDay plans.

Why it matters

The operating rule and problem behind the feature

Explore the principle and solution this capability supports.

Simple dollar example

Make the economics visible.

Removing 20 unnecessary 45-minute estimate trips returns 15 field hours before fuel, while exceptions still receive a site review.

Illustrative only. Use your own numbers and assumptions; this is not financial advice or a guaranteed forecast.

What changes

One clear rule. One accountable next action.

01

Measure the current state

Trade-specific questions, photos, measurement, and exception rules move standard scope toward takeoff and quote.

02

Keep the workflow accountable

Available across CloseDay plans.

Frequently asked questions

Practical buying questions

What outcome does Remote Estimating support?

Reserve estimator travel for work that truly needs a site decision.

How does it connect to the rest of CloseDay?

Trade-specific questions, photos, measurement, and exception rules move standard scope toward takeoff and quote.

Is this part of the connected CloseDay workflow?

Available across CloseDay plans.

Related reading

Keep following the operating system.

Want these numbers connected from lead to paying customer?

See how CloseDay would apply the workflow to your trade and market.

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