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AREA 2: SALES & ENVIRONMENTAL PIPELINE

Multi-Stage IAQ Pipeline & Dynamic Touchscreen Estimator

A sales engine purpose-built for the indoor environmental lifecycle: from initial mold odor calls to custom lab testing quotes and digital contract signatures.

Explore Kanban Pipeline in CRMLaunch Proposal Estimator
DESIGNED FOR FIELD ASSESSMENTS

Visual Job Tracking with Property & Severity Filters

Generic sales tools fail to grasp the nuances of mold assessment protocols. Elevasuite segments environmental prospects with dedicated status workflows:

Pre-Engineered Assessment Stages:
New Lead → Phone Triage → Inspection Booked → Lab Proposal Sent → Work Authorized.
Vertical Property Segmentation:
Residential, Commercial, Healthcare Facilities, Hospitality, and Industrial Warehouses.
Unified Communications Feed:
Integrated telephone logs, automated WhatsApp follow-ups, and recorded assessor notes.
KANBAN TELEMETRY — FLORIDA DIVISION$148,500 in Active Pipeline
Dr. Elena Vasquez$1,850
Dental Clinic • HVAC duct moisture odor • On-site Inspection Scheduled
Biscayne Bay Penthouse$4,200
Luxury Condo • Post-flood assessment with 8 air cassettes
San Agustín Academy$6,500
Institutional Campus • Annual IAQ audit • Proposal Approved & Signed
IMMEDIATE COMMERCIAL CONVERSION

Professional Interactive Proposals with Touchscreen Sign-Off

Assemble binding proposals in under 2 minutes pulling from pre-configured IAQ service items (visual inspection, FLIR thermal imaging, spore trap cassettes, clearance swabs):

Fee schedule with automatic lab pass-through costs & profit margin
Instant proposal link sent via SMS, WhatsApp or email to client
Touchscreen digital signature pad with legal terms verification
IAQ PROPOSAL #EST-2026-118
Client: Horizon Medical Center
AUTHORIZED
1x On-Site IAQ & Psychrometric Moisture Assessment$550.00
6x Spore Trap Air Cassettes (TAT 24h Rush)$720.00
1x IICRC S520 Certified Assessment Report$350.00
Total Authorized:$1,620.00
✍️ Digitally signed by: Lic. Roberto Sterling (Facility Administrator)