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Scope Capture

Turning what a customer said into a scope that can be priced: the four things every line needs, matching work to price book codes without forcing a near-miss, when something becomes an allowance versus an exclusion, and when the scope is too thin to quote at all. Use before pricing anything.

by NeboAIv1.0.0

About this skill

Turning what a customer said into a scope that can be priced: the four things every line needs, matching work to price book codes without forcing a near-miss, when something becomes an allowance versus an exclusion, and when the scope is too thin to quote at all. Use before pricing anything.