WorkHub: From Quote to Project

WorkHub: Turning Quotes into Completed Projects

At WeQuote, our mission has always been clear: help AV integrators take a project from first quote to final completion without unnecessary delays, confusion, or rework.

Quoting may be where the sale begins, but delivery is where your reputation is built. That’s why WorkHub has become a cornerstone of the WeQuote platform. Over the past year, it’s been quietly transforming how AV businesses plan, manage, and complete their installations.

From Quote to Completion - Without the Gaps

Traditionally, there’s been a disconnect between sales and operations in the AV world. The quote is won, but then the project data needs to be rebuilt in a separate system, schedules are managed elsewhere, and change orders often go untracked.

WorkHub removes those gaps by carrying all the details from your accepted quote straight into a live project management environment. No re-entry, no risk of missed details, just a seamless handoff from sales to delivery.

How WorkHub Fits Into Your AV Workflow

1. Automatic Project Creation
   Once a quote is accepted, you can turn your accepted quote into a project.
   
   

2. Stage & Task Tracking
   Every phase: design, prewire, installation, programming, handover gets broken into clear tasks with assignees, deadlines, and progress tracking.
   
   

3. Live Scheduling
   See exactly which technicians are where, when, and on which project. Adjust quickly as timelines shift.
   
   

4. Change Management
   When the client adds or changes something, it’s logged, costed, and approved in one place, keeping your profit margins intact.
   
   

5. *COMING SOON* Integrated with Procurement & Inventory
   Link project tasks directly to product orders so your site teams know when materials have landed and are ready for install.

The Operational Advantages

For integrators, WorkHub means:

• One connected workflow from signed quote to completed job.

• Less admin time chasing updates or duplicating data.

• Better visibility into progress, bottlenecks, and labor allocation.

• Happier clients through clear timelines and proactive communication.

Why This Matters for Growing AV Businesses

The AV industry is competitive, and clients expect precision, communication, and on-time delivery. By making project delivery as streamlined as quoting, WorkHub ensures you’re not just winning jobs, you’re completing them efficiently, profitably, and with fewer headaches.

Bottom line: WeQuote’s WorkHub isn’t a side feature, it’s a core part of how we help AV integrators connect sales and operations into one smooth, profitable workflow.

Book a Demo to see how WorkHub can turn your accepted quotes into successful projects.