Where work gets stuck
A representative manual workflow
01Job information arrives02Office reviews details03Estimate prepared04Estimate delivered05Reminder created06Status checked manually07Customer approval recorded08Next action assigned
Business Automation
Estimates & Approvals
Keep work moving after the estimate goes out.
Connect estimate delivery to structured follow-up, customer approval, and the next operational action without relying on someone to remember every step.Show us your estimate process01Job information
02Validate
03Prepare
04Deliver
05Track
The operational problem
Sending the estimate is often only the beginning.
Job information must be reviewed, an estimate prepared and delivered, questions answered, approval recorded, and the next action triggered. The estimating software may work well while the handoffs around it remain manual.
The connected model
A Sential workflow might look like this
Job informationValidatePrepareDeliverTrackFollow upApproveTrigger next action
The exact workflow is designed around the way the customer’s business actually operates.Potential automation points
What Sential can connect
- Required-information checks
- Estimate workflow triggers
- Delivery notifications
- Structured follow-up
- Status monitoring
- Approval capture
- Internal assignment
- Stalled-estimate alerts
- Activity recording
Judgment stays human
What remains with your team
- Pricing decisions
- Scope judgment
- Customer questions
- Negotiation
- Unusual approvals
- Relationship management
Automate the routine.
Escalate the exception.
Designed around reality
Keep the software
that already works.
Sential generally designs around the operational systems your business already relies on when practical. You keep your people and the tools that fit. We map the handoffs between them, remove repetitive movement, and preserve human control where judgment matters.
How Sential implements it
Start with the workflow,
not the technology.
Find the friction
Understand the current workflow.
Design the workflow
Decide what automates, validates, and stays human.
Connect the systems
Implement the required connections and logic.
Test and deploy
Test normal conditions, exceptions, and relevant failures.
Monitor and improve
Adapt the deployed workflow as the business changes.
Managed operational workflows
Workflows should not disappear into the background.
Where included in the customer’s service scope, Sential can monitor for failed connections, missing information, stalled processes, incomplete actions, authentication problems, and exceptions requiring attention.
Automate the routine.Escalate the exception.
Pricing context
Start with one process
worth fixing.
Start with the problem