AI Quoting Agent
The site visit is done.
Make room for the next job.
Turn your site visit and estimate information into a structured draft quote, built around your agreed quoting process. You review it, adjust it, and send it.
Built around your process
Your knowledge.
A clearer first draft.
Your rates, your scope, your way of doing the work. The agent prepares the repetitive parts using the information and rules we agree together.
Capture the job
Use the agreed site notes, estimate information and supporting details. Missing information should be flagged for you to clarify.
Prepare the draft
Organise the scope and agreed quoting details into a structured draft that follows your process.
Keep the final say
Check the scope, pricing and assumptions. Edit what needs changing and approve the customer-facing quote yourself.
AI prepares. You decide.
From site detail
to your decision.
The information is already there. In a voice note, a photo, a message. Turn it into something you can check, edit, and use.
“Replace the old hot water unit. Tight side access. Check the existing connections before pricing.”
A clearer draft scope.
Replacement work outlined. Access constraints captured. Missing connection details flagged for you to confirm.
Example only. Each workflow depends on the agreed scope, inputs and connected systems.
Good questions
Before we get started.
Will it send quotes without me?
No. You review, adjust and approve every customer-facing quote before it is sent. Your judgement remains part of the process.
Can it work with my current quoting software?
We assess your systems and available connections during the audit. The supported tools and handoff are agreed before implementation.
What does the $5,500 + GST cover?
The original offer is a once-off upfront setup for the AI Quoting Agent. We agree the workflow and exact scope before you commit. Any ongoing services or third-party costs need to be confirmed in that scope.
What if our site notes are incomplete?
We identify the information the workflow needs and the checks it should use. A missing detail should come back for clarification rather than quietly becoming an assumption.
The AI Audit
First, find out if quoting
is the right place to start.
A proper look at the way your business works, with a report and a conversation about what to do next.