Professional estimates in minutes, not hours.
Best when estimate volume is high and time spent per estimate is measurable.
Live workflow demo
InteractiveLive Demos
Customer calls while you’re busy. Instead of losing the lead, the workflow handles it automatically.
Call missed
Auto text-back sent
Customer is typing...
Customer replies
Lead saved to CRM
Lead rescued
2:14
Thursday, March 13
Waiting...
Best fit signals
Estimates take 30–60 minutes each and the structure is the same every time
Proposals look inconsistent — different formats depending on who wrote them
Good jobs get lost because the estimate went out slow or looked unprofessional
Rate sheets exist but aren't being used consistently across the team
Honest rollout framing
Rollout profile
Representative profile: 6-person HVAC or plumbing team sending 10–15 estimates per week with one office manager handling all proposal work.
Representative rollout profile only. Results depend on rate sheet completeness, job complexity, and team adoption.
Baseline
Each estimate takes 45–60 minutes to assemble. Format varies by who built it. Some jobs don't get quoted because the queue is backed up.
Launch state
Intake form live, AI draft generates in under 3 minutes, team reviews and sends.
First 30 days
First 30-day target: reduce per-estimate time from 45 min to under 10 min, send 20–30% more estimates with same headcount.
Trigger to handoff to result
Intake
Job scope captured
Team member submits scope, location, materials, and any special requirements.
Build
AI drafts the estimate
Line items, pricing, timeline, and terms pulled from your standards and rate sheet.
Format
Branded proposal generated
Polished PDF or shareable link with your logo, terms, and consistent formatting.
Send
Estimate out in minutes
Team reviews and sends — or AI sends directly via your preferred channel.
Step 1
Team member describes job scope through a short intake form or voice note.
Step 2
AI pulls relevant line items from your rate sheet and builds the estimate structure.
Step 3
Proposal drafted with your branding, terms, and standard language.
Step 4
Delivered as a formatted PDF or shareable link ready to send in minutes.
What is included
Job scope intake (form or voice)
AI estimate drafting from rate sheet
Branded PDF or shareable link generation
Version history and sent-estimate log
Optional: auto-send to client on approval
Guardrails
Does not override pricing without team approval
Flags unusual line items or missing rate data for human review
All proposals require a human send step by default
No autonomous contract signing
Not for businesses with highly custom, one-off pricing that can't be standardized. Not a substitute for human judgment on complex scopes.
What we need from you
Current rate sheet or pricing by service type
Past proposals or estimate templates as style references
Standard terms and conditions
Logo and brand colors for formatting
Intake channel preference (form, SMS, voice note)
What we measure in month one
Time per estimate (before vs. after)
Estimate volume per week
Estimate-to-close rate
Response time from job inquiry to estimate sent
Compare the other starting points
Start with the bottleneck that hurts most now.
Missed Call Rescue
Recover missed calls before the job disappears.
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Quote Win-Back
Revive stalled quotes without manual chasing.
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Faster Pay
Speed up collections without office back-and-forth.
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Lead Quality Shield
Stop wasting time on fake leads before they reach your team.
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Vendor Credential Guard
Never put an uninsured or unlicensed sub on a job site again.
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