Quote automation, from the site visit to a priced document

A request arrives on Monday. Someone visits the site, notes the measurements on a phone, then promises a price by Friday.

Friday turns up with three other jobs in front of it. The quote gets written on Sunday night from an old document that still carries the previous client name.

By then a competitor has already sent theirs.

The starting point is whatever the client already gave you. A voice note from the visit, the photos or the email with the request: all of it becomes structured data before anyone opens a document.

• The scope gets written once. An AI model turns the notes from the visit into a list of items, matched against the work you actually sell.
• Prices come from your own list. Rates, margins and the discount agreed with that client are read from HubSpot or a sheet, never invented by a model.
• The document builds itself. Your template, your layout, the terms your lawyer approved. Filled in, ready to review in a couple of minutes.
• Sending and signing in one place. The client opens it, accepts online with DocuSign, and the deal moves stage on its own.

Follow-up runs after that. A quote with no answer gets a reminder on day three, then a call task for whoever owns the account.

The price is not a decision for a model. Machines assemble lines and apply rates well. Judging the risk of a difficult job is another thing, and it stays with whoever signs the work.

Nothing leaves without a person pressing send during the first weeks. Once the numbers stop needing corrections, small routine quotes can go out alone. That threshold is yours to set.

The workflow belongs to you from the day it goes live, documented, with the credentials in your accounts. If you stop working with us it keeps running, and maintenance stays optional.

Companies where the quote is the critical process are covered in automation for construction.

Two to four weeks in most companies. A simple catalog moves fast, while measurements or site conditions ask for more testing.

We rebuild thirty quotes you already sent and compare our version with yours, line by line. Go live comes after that comparison, for the reason explained in the process section.

The first step is the AI and operations audit. Ninety minutes on how a request becomes a price today, then a ranked plan two working days later with its fee credited against your first project.

Bring twenty real quotes, including the two that went wrong. Your price list matters more than any of them, so when it lives in three versions, sorting that out is part of week one.

When nobody agrees on how a job is priced, process and SOP design comes first. The build itself is automation and AI systems.