Sales
Quote & Estimate Builder
A priced, branded quote out the door while the customer is still interested.
- Typical build2–3 weeks
- Steps5 in the run
- Plugs into4 of your systems
Quotes rot. A roofing estimate sent four days after the site visit converts at a fraction of one sent the same afternoon, and the delay is almost never about the work — it is about someone finding an evening to type it up.
This automation turns the raw material of a job — voice notes, measurements, photos, a form — into a properly priced document against your own rate card, and then does the follow-up you keep meaning to do.
How it works
One run, from the moment it starts to the moment you see it
The panels below are diagrams, not screenshots — every automation is built into your own systems, so the real screens are yours.
- Strip and dispose existing felt640.00
- Warm deck build-up, 90m²3,150.00
- Edge trim and outlets415.00
- Invoice no.INV-20418
- Date14 Mar
- Net1,240.00
- Tax248.00
- Total1,488.00
- PO numberneeds a human
- Response time crossed 5 mintwo enquiries waiting since 08:41
- Quote 1042 has gone quietsent 6 days ago, no reply
- Waiting list filled Thu 14:00cancelled slot, refilled in 4 min
Bookings are up on last week, mostly from calls taken after 18:00.
-
01
A voice note, a photo set, a form
Whatever the job actually arrives as, rather than the tidy format a system would prefer.
-
02
Priced from your own rate card
Your rates, your margins, your rules. Never a number the model made up because it sounded plausible.
-
03
A branded PDF, out for signature
The document looks like you sent it, because you did — it just did not cost you an evening.
-
04
It chases until it is answered
Won, lost or declined. A quote never simply rots in a sent folder.
-
05
You see which ones are going cold
And why, while there is still time to pick up the phone about it.
What it does
Everything it handles without being asked twice
Turns a phone note, a site photo set or a form into a structured estimate.
Prices from your own rate card and margin rules, never from a guess.
Produces the branded PDF and sends it for signature.
Chases the quote on a schedule until it is won, lost, or declined.
Tells you which quotes are going cold and why.
Where it stops
The limits are part of the build
An automation that will not admit what it does not know is a liability, not an asset. These boundaries are agreed with you during the build and written into the system — not bolted on after the first bad conversation.
- It will not discount below the floor you set, for anyone.
- It will not send a quote for work outside your service area or skill set.
- Anything it cannot price from the rate card comes to you before it goes out.
What it plugs into
Your tools, not a platform you have to move onto
We build against the systems you already pay for. If you stop working with us, everything keeps running and you hold the keys.
- Your price book
- PDF generation
- E-signature
- CRM + accounting
Automations that pair well with this one
Most clients start with one and add the next once it has paid for itself.
Voice
AI Voice Receptionist
Every call answered on the first ring, day or night, in the caller's own language.
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Speed to lead
Instant Lead Responder
Every enquiry gets a real, specific reply in under sixty seconds.
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Booking
Appointment Setter & Reminder Engine
A full diary, and far fewer people who simply do not turn up.
Read moreWho we build it for
The sectors where this one is usually the first automation worth doing. Each page says which problem it removes there.
Contractors, trades, field service
Roofing, Plumbing & Home Services
Stop losing the emergency call you were up a ladder for.
Read more
Carriers, brokers, 3PL
Logistics & Freight
Less time on check calls and paperwork, more time on the load board.
Read more
Agencies, studios, freelancers at scale
Digital & Marketing Agencies
Take on more clients without hiring another account manager.
Read more