Ask only what matters
Conditional fields and photo requests adapt the intake path to the selected service.
Win the right work
Turn a new request into the right next step while the customer is still interested.
Serberus collects the details your trade needs, follows the pricing and qualification rules you set, then sends straightforward work toward a quote and complex work toward an assessment.
Owner controlRules and results stay visible✓
01Dynamic English and French intake forms02Owner-controlled instant quote or assessment routing03Catalog items, custom lines, discounts, TPS and TVQ04Public PDF review, acceptance and decline links
What is already in the product
The details that make the workflow useful in real operations.
Route by service rules
Each trade and organization can decide which requests are quote-ready and which need an assessment.
Build accurate line items
Use saved services or custom lines with quantities, taxes, discounts, promotion rules and expiry dates.
Quote from the field
Technicians with permission can prepare an on-site quote without losing the job context.
Let customers answer securely
Tokenized links let a customer review a PDF and accept or decline without creating an account.
Carry approved work forward
An accepted quote can move into booking and later become the basis for an invoice.
How the handoff works
Your rules define the guardrails. Serberus carries the routine work.
Every major workflow answers the same five questions: what starts it, which rules apply, what Serberus completes, when it asks, and where the result remains visible.
Trigger
A customer submits an intake form, or your team starts a quote.
Rules
You set service questions, pricing, taxes, discounts, quote expiry and assessment thresholds.
Serberus does
Serberus gathers the right details, calculates the configured lines and prepares the correct path.
When it asks
It asks when the request falls outside your quote rules or needs owner judgment before a commitment.
Where you see it
Review the intake report, quote record, audit history and customer response in one workflow.
From office to field
The context travels with the work.
The same request, schedule, customer details, photos, notes, status, and next action stay available as work moves from the office to the site.
Real product screen
Built into Serberus, not staged for the website.
This image comes from the current Serberus application. Interface details may evolve, but the workflow shown here is part of the product surface audited for this site.
Serberus
Put the handoffs somewhere dependable.
Serberus does the heavy lifting, brings the exceptions back to you, and keeps the result visible.