1. Structured intake
Web, SMS, chat, or voice — every channel collects the same fields the way your best estimator would: scope, location, timing, budget signal, attachments.
Use case · Quote & intake automation
Quote turnaround in hours, not days
Standardized intake feeds an AI drafter that turns a request into a branded, same-day estimate. The customer hears back before your competitors have read the email.
The cost of doing nothing
Slow quotes lose deals you already won
In service trades, the highest-converting moment is the day the customer asked. By the third day, the buyer has heard back from two competitors and the conversation has cooled. Multiple sales studies — from HBR to InsideSales — show response speed is the single biggest predictor of close rate.
Most owners know this and still can't beat the clock, because intake is unstructured and quoting requires their personal time. Standardized intake plus AI drafting fixes both at once.
How it works
Capture, draft, send
2. AI-drafted quote
The agent applies your price book and quoting rules to produce a branded first draft, complete with line items, assumptions, and next steps.
3. Human review and send
Your estimator reviews in minutes — adjust, approve, send. Same-day turnaround becomes the norm instead of the exception.
Best fit for
Anyone who quotes work before they do work
Roofing
HVAC
Plumbing
Electrical
Remodeling
Landscaping
Painting
Cleaning
Moving
Solar
Pest control
Garage doors
Window replacement
Custom fab
Typical results
Faster cycles. Higher close rates.
Quote turnaround
Days → hrs
Same-day becomes the norm
Drafting time
50–70%
Reduction — McKinsey, 2023
Estimator hours
5–10/wk
Reclaimed for higher-value work
Setup time
2–3 wks
Including price-book modeling
FAQ
Common questions
Does the AI write the final quote?
It writes a structured first draft using your pricing rules and templates. A human reviews and sends — typically in minutes instead of hours.
Will the pricing be accurate?
The agent uses your real price book and rules, not a guess. We test against historical quotes during setup so the math matches what you would have written.
How does it gather the intake info?
A short web or SMS form, a chat conversation, or a phone call — whichever channel the customer prefers — feeds the same structured intake brain.
What about complex or custom jobs?
The agent recognizes complexity and routes to a human estimator with all the captured details, so the human starts from a clean brief instead of a blank page.
What systems does it work with?
Most CRMs, quoting tools, and field-service platforms. We push structured data into whatever your team already uses.
Ready to start?
Call James at (832) 338-2926
Win the speed race
Quote same-day. Close more jobs.
Free 30-minute audit. We'll size your quote-cycle leak and map a 2–3 week rollout. Or call (832) 338-2926.