Faster quotes and steady follow-up win more jobs
AI Quote and Estimate Automation
Quotes out the same day.
AI turns your notes, photos or a short call into a clean, priced estimate using your own rates, then sends reminders until the customer accepts or declines. Quotes go out the same day instead of next week.
Starting from $149/mo · Final price after your free audit
Cuts estimate writing from hours to minutes
Consistent pricing means fewer underpriced jobs
Starting from $149/mo + $750 one-time setup. Final price after your free audit. All prices ›
Full scope
Exactly what you get.
No surprises: everything that's included, what costs extra and what isn't part of it. Your final scope and price come in writing after the free audit.
One-time setup · $750
- Your price book, labor rates, materials, markups and standard terms loaded
- Your input set up: voice memo, photo, site-visit form or customer request
- Branded quotes produced in your existing software
- An approval step, so no quote goes out without you
- Automatic follow-up on unanswered quotes, with flags for ones needing a call
- Test quotes from your past jobs, then a walkthrough for you
Every month · Starting from $149/mo
- Monitoring of quote drafting and follow-up, so nothing silently stops
- Price book and rule updates when your rates change
- A monthly report of quotes sent and your close rate by service
- Support by call, text or email
Extra costs, billed at cost
- AI usage for drafting quotes, billed at cost in your business's name, no markup
- A quoting tool such as PandaDoc, only if your setup needs it
- Text and email sending for follow-up, billed at cost, no markup
What I need from you
- Your current price list, rates and a few past quotes
- Access to your estimating, field-service or accounting software
- Reviewing and approving each quote before it's sent
Not included
- Setting your prices or pricing advice (the AI uses your numbers)
- On-site measurements or takeoffs
- Building a price book from scratch, unless set in your written plan after the free audit
What you get at launch
- Quote drafting live in your software, tested on your past jobs
- Your pricing rules and follow-up steps written down in plain English
- All logins and tools in your business's name
Example conversation
See it work
Talk through the job. The quote is drafted.
- 1
Send what you have
A voice memo from the truck, a few photos, a site-visit form or the customer's request.
- 2
AI drafts the quote
It builds a priced estimate from your price book, labor rates, markups and standard terms, in your existing software.
- 3
You approve, it follows up
Nothing goes out until you approve it. Then it follows up on unanswered quotes and flags the ones that need a call.
The problem
Why it matters.
Writing estimates at night after a full day is slow, and slow quotes lose jobs. Once a quote is sent, most businesses never follow up, so it sits until the customer forgets or picks someone else.
What's included
What it does.
- Drafts estimates from notes, photos, voice memos or forms
- Uses your price book, markups and standard terms
- Produces branded quotes in your existing software
- Follows up automatically on unanswered quotes
- Flags quotes that need a personal call
- Reports your close rate by service
How it works
From first call to live.
- 1
Load your pricing
Your price list, labor rates, materials and standard line items.
- 2
Pick your input
Voice memo from the truck, a site-visit form or a customer request.
- 3
Review and send
You approve every quote before it goes out. Follow-up runs on its own.
Who does what
AI writes the draft. You set the price.
- Drafting priced quotes from your notes, photos or voice memos
- Applying your price book, markups and standard terms
- Producing branded quotes in your software
- Following up on unanswered quotes
- A monthly report of quotes sent and your close rate
- Reviewing and approving every quote before it's sent
- Measurements, site visits and your pricing decisions
- Calling customers on the quotes it flags
Example
A week of estimates, before and after.
- About 8 estimates a week, written after dinner
- An hour or more per estimate in a spreadsheet
- Quotes going out 3 to 5 days after the visit
- No follow-up once a quote is sent
- A voice memo or photos sent from the truck after each visit
- A priced draft from your price book, ready to review
- Quotes approved and sent the same day
- Automatic follow-up, with flags for quotes that need a call
Illustrative example for a landscaping company writing about 8 estimates a week, not a client result. Your numbers depend on your business, and the free audit estimates them.
Who it's for
Best fit.
- Contractors and trades
- Landscaping and cleaning
- Printing and signage
- Agencies and consultants
- Manufacturers and distributors
Works with your tools
Nothing to move.
I build around what you already use. Common examples:
- QuickBooks
- Jobber
- Housecall Pro
- ServiceTitan
- PandaDoc
- Google Docs
- Excel
Pairs well with
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Does the AI set my prices?
No. It uses the prices and rules you give it, and you approve every quote before it's sent.
Can it work from a phone photo or voice memo?
Yes. That's one of the most popular setups for field businesses.
Will it work with QuickBooks?
Yes, along with most estimating and field-service tools.
How does AI estimating work?
You send a voice memo, photos, a site-visit form or the customer's request. The AI reads it, matches the work to your price book and drafts a priced quote for you to review and approve.
How much do AI quotes and estimates cost?
Starting from $149/mo plus a $750 one-time setup. AI usage is billed at cost in your business's name with no markup, and you get the final price in writing after the free audit.
What does the customer receive?
A branded quote from your existing software, with your line items and standard terms. It looks like the quotes you send today, just sooner.
How does quote follow-up work?
If a customer hasn't answered, they get polite reminders on the schedule you set until they accept or decline. Quotes that need a personal call are flagged for you.
What if I don't have a price book?
I load your current price list, rates and a few past quotes. Building a price book from scratch isn't included unless it's set in your written plan after the free audit.
What if the AI misreads my notes?
AI can make mistakes, which is why every quote waits for your approval. You fix anything before it's sent, and I adjust the rules when the same mistake shows up twice.
Can it do measurements or takeoffs?
No. On-site measurements and takeoffs stay with you. The AI works from the numbers and notes you give it.
Free AI audit
Find out where you're losing customers.
In 30 minutes, we'll find your biggest leaks. You leave with a short written plan: what to fix first, what it costs and what it should pay back. No obligation.