AI Automation
AI Quote Assistant
Draft estimates faster and more consistently—so your team spends time on high-value decisions, not data entry.
Apply pricing rules, minimums, and surcharges
Human approval before send
Who It’s For
- Teams spending too long drafting quotes from intake notes
- Owners who want consistent pricing without reinventing the wheel
- Estimators who prefer to approve clean drafts rather than start from scratch
How It Works
Map required fields and add clarifying questions for accuracy.
Configure price tables, margins, and exception handling.
Generate a draft estimate and review change log for transparency.
Human approves, then we send or sync to your systems.
What You Get
Turn call/chat intake and form data into structured quote drafts.
Apply your units, minimums, and surcharges consistently.
Create tidy summaries for approval with optional PDF output.
Push to CRM or accounting for next steps once approved.
Quote Patterns We Support
Apply fixed pricing blocks with configurable add-ons and minimums.
Auto-calculate based on rates, travel, and parts with margin controls.
Break down complex jobs into sections with subtotals and notes.
Attach uploaded images and annotated notes into the final summary.
- CRMs (HubSpot, HighLevel)
- Accounting/Invoicing (via webhooks/Zapier)
- PDF export and email send
- Quote turnaround time
- Approval rate and revisions per quote
- Consistency of pricing (fewer manual overrides)
FAQs
No. You set pricing rules. AI applies them consistently and flags uncertainties.
We can include uploaded images and notes in the summary.
We keep a change log and require human approval before anything is sent.
No—this saves time on repetitive steps so estimators handle edge cases.
HubSpot, HighLevel, or custom webhooks/Zapier for other platforms.
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