Automated Quoting

The quote can't go out until you've had a spare evening

A request comes in during the day, and the pricing gets done after dinner — if it gets done. By the time it's typed up and sent, the customer has had time to go cold or call someone else. This reads the request, builds an itemized quote from your own pricing, and puts it in front of you to approve before it goes anywhere.

Illustrative
Itemized estimate
  • 50-gal gas water heaterUnit, venting, and code-required parts
    $1,180
  • Installation labor2 techs · approx. 3 hours
    $360
  • Old unit haul-awayDisposal and permit filing
    $85
Total estimate$1,625

Valid for 14 days · pricing locked at approval

Sound familiar?

  • You're still hand-figuring an estimate at the kitchen table, because the day was full of actual work.
  • A quote request sits in the inbox for days — not because you don't want the job, but because there's no time to price it.
  • You eyeball the materials and the crew hours, then find out on site what you missed.
  • Your quotes look different every time, and you'd struggle to say what you sent out last month or how much of it turned into work.

The request

It reads what the customer actually wrote

A website form, an email, or a text with barely any detail in it — the automation picks it up the moment it arrives and pulls out the scope: the size of the job, the access, the awkward items.

Illustrative

Marcus Webb

via Website form · Received 8:14 AM

"Need a quote for a water heater swap — ours is 14 years old and just started leaking from the bottom. 50-gallon, gas. Also curious what a tankless upgrade would run."

The quote

Built from your prices, not a guess

Every line comes off your own rate card: crew and hours, travel, and the surcharges this particular job actually needs. It comes out itemized, so the customer sees what they're paying for instead of a bare total.

Illustrative
Itemized estimate
  • 50-gal gas water heaterUnit, venting, and code-required parts
    $1,180
  • Installation labor2 techs · approx. 3 hours
    $360
  • Old unit haul-awayDisposal and permit filing
    $85
Total estimate$1,625

Valid for 14 days · pricing locked at approval

The control

It stops and waits for you

Nothing reaches the customer until you've seen it. The draft lands with the scope and every line priced — you approve it, change a line first, or bin it.

Illustrative
Quote ready — one line flagged for confirmation on site
Approve & sendTweak a line

See it run

A click-through of automated quoting on a made-up business, so you can see exactly what happens at each step before you commit to anything.

Illustrative
Itemized estimate
  • 50-gal gas water heaterUnit, venting, and code-required parts
    $1,180
  • Installation labor2 techs · approx. 3 hours
    $360
  • Old unit haul-awayDisposal and permit filing
    $85
Total estimate$1,625

Valid for 14 days · pricing locked at approval

Try the interactive demo →

Why work with us

  • 10+ years of professional software engineering
  • Real, robust engineering — not brittle no-code that breaks
  • Built on the tools you already use
  • Fixed scope, agreed up front — no surprise bills

How we'd work together

Discovery call (free)

We map where your time and money are leaking to repetitive work, and find the highest-ROI place to start.

Build

We design and build the automation around your existing tools. Fixed scope, agreed up front.

Handoff or hands-off

You own and run it, or we maintain and improve it over time. Your call.

Questions

Every job is different — how can software price mine?

It doesn't invent prices, and it isn't guessing at your trade. It works from the pricing rules you already use — your rate card, your travel bands, your surcharges — applies them to the job in front of it, and hands you the draft before anything goes out. Where it earns its keep is the routine work you could price in your sleep and just don't have the evening to type up. A genuinely unusual job will still need you, and honestly it should — there, the automation's job is to get the scope on paper and stay out of your way.

What if it gets a price wrong and sends it to my customer?

It can't send anything you haven't approved — that's what the review step is for. A wrong price is almost always a wrong rule, so when one shows up we fix the rule rather than telling you to check more carefully.

My pricing isn't really written down anywhere. Does that kill this?

No, and it's more common than not. Plenty of owners keep their pricing in their head and in a spreadsheet that's mostly right. Getting it out and agreeing on the rules is a real part of the build — and owners tend to find that part useful on its own, whatever they do with the automation afterwards.

Will customers be able to tell a machine wrote it?

The quote looks like your quote — your line items, your terms, your name on it, and a price you approved. What changes is when it arrives, not who it's from.

How long does it take to build?

That depends less on the software than on your pricing. If the rules are already clear, it moves quickly; if they need untangling first, that's the longer part of the job. We work it out on the discovery call rather than guess at it here, and the scope we agree up front is the scope you get.

Curious what's automatable in your business?

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