Ask better quote questions
Collect scope, timing, location, budget, photos, constraints, and decision details before the owner starts quoting.
Sales workflow automation
AI Quote Assistant
Turn rough enquiries into quote-ready summaries.
Collect the details you need, ask the questions your team forgets, and prepare quote drafts that stay owner-approved.
Prepare the first version
The assistant turns intake details into quote notes, suggested reply language, and a clear approval handoff.
Pricing stays visible
Rules, assumptions, exclusions, and final prices stay readable and approved by the business before anything is sent.
Example workflow
From messy request to owner-approved quote draft.
A prospect shares a job request, the assistant collects missing details, prepares a concise summary, and gives the owner a clean starting point.
Job requestDetail checkQuote draftOwner approval
What it includes
Quote intake that gives the owner enough context.
Job detail capture
Scope, size, photos, address, timing, budget, access notes, and must-have details.
Pricing notes
Visible assumptions, exclusions, service options, and owner-approved draft wording.
Sales follow-up
Next-step email drafts, reminders, and CRM or inbox handoff so prospects do not go cold.
Approval
Quotes stay owner-approved.
The assistant prepares the draft and missing-detail questions. Final pricing, terms, and promises stay with the business.
- Human approval before sending quotes
- Pricing rules kept visible
- Missing details flagged early
- Follow-up reminders included
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