📥
Reads the job
Pulls scope from the lead, intake form, notes, and uploaded photos or documents — then asks for anything it's missing instead of guessing.
Ultra-Good · QUOTE DESK
It drafts the quote.
You hit approve.
Takes job details, photos, and your price rules and turns them into a clean, consistent estimate draft — with a missing-info checklist and margin guardrails — so quotes go out the same day instead of waiting on the owner.
Same-day estimate drafts
Your rules & margins enforced
1–3 weeks to go live
▤
AI Employee · "Quote Desk"Draft queue — 5 estimates awaiting approval
● live
🏠
Roof repair — 142 Birch Ave · 18 line items draftedWithin margin · ready to send
✓
❄
HVAC install — Unit 4B · awaiting tonnage + accessMissing info — checklist sent
?
🚗
Auto body — Civic rear quarter · labor variance flaggedExceeds range · needs owner review
!
✓ 3 drafts ready to send · 2 held for your approval · all logged to CRM
THE QUOTE BOTTLENECK
The slow quote is the lost job.
Estimates pile up on the owner's desk and go out days late — if at all. By the time the quote lands, the customer has three others and has moved on. Quoting is where most service businesses quietly leak revenue.
24–48h
typical quote turnaround for busy owners — long enough for a faster competitor to win.
1 person
usually owns all pricing. When they're on a job site, every quote waits.
Inconsistent
quotes drift between estimators — different line items, different margins, different errors.
Same day
A drafted-and-approved estimate that goes out today wins more than a perfect one sent next week.
Results depend on your trade, price-rule complexity, and quote volume. The Quote Desk drafts; a human always approves before anything reaches a customer.
THE ESTIMATING ENGINE
It quotes like your best estimator.
Trained on your price book, SOPs, and past quotes — it reads the job, applies your rules, and writes the estimate the way you would, then stops at the approval line.
📐
Applies your rules
Retrieves the right line items and rates from your price book and SOPs, and keeps every number inside the margin guardrails you set.
✅
Drafts for approval
Produces a clean, customer-ready estimate draft — flagged where it needs a human — and waits for your sign-off before anything goes out.
EVERYTHING IT DOES
One hire. The whole estimating desk.
From the first job detail to the follow-up after the quote — the busywork between a lead and a signed estimate, handled.
📋
Scope parsing
Reads job details, notes, and intake forms to understand exactly what is being quoted.
🖼
Photo & doc review
Looks at uploaded photos, plans, and documents to inform the estimate.
🧮
Line-item drafting
Builds itemized estimates from your price book — labor, materials, and add-ons.
🛡
Margin guardrails
Keeps every quote inside your configured price ranges and minimum margins.
❓
Missing-info checklists
Spots what is missing and sends a clear checklist before drafting a number.
🚩
Exception flagging
Holds anything unusual — big variances, edge cases — for owner review.
✍
Customer-ready copy
Writes clean, branded estimate copy and scope descriptions customers understand.
📨
Quote follow-up
Drafts polite follow-up messages on sent quotes to keep deals moving.
🗂
CRM & docs logging
Writes the draft, status, and outcome back to your CRM and job records.
📂
Template-aware
Outputs into your existing quote template and field-service software format.
🔔
Owner alerts
Pings you when a draft is ready or an exception needs a decision.
📊
Quote reporting
A running view of draft volume, turnaround time, and approval rate.
TUNED FOR YOUR TRADE
Built around how you price work.
Same engine, your price book. We configure the line items, rules, and margin guardrails for how your business actually quotes.
Contractors & Remodelers
General contractors, remodelers, painters, flooring, landscaping. Multi-line bids that take hours to assemble and always wait on the owner.
The bid goes out today — not next week.
- Assembles multi-trade line items from your price book
- Reads plans, measurements, and site photos into the scope
- Builds allowances and optional add-on tiers
- Flags scope gaps before a number goes out
- Keeps every bid inside your minimum margin
- Drafts the customer-facing proposal copy
Roofing & HVAC
Roofers, HVAC, plumbing, electrical. High volume, repeatable job types, tight margins — exactly where consistent drafting pays off.
Every estimate, priced the same way.
- Sizes jobs from measurements, tonnage, and photos
- Pulls equipment, material, and labor from your catalog
- Applies tiered good/better/best options automatically
- Checks against rebate and warranty rules
- Flags access, permit, or load exceptions for review
- Logs the quote and follow-up to your field software
Auto & Collision
Body shops, mechanical repair, detailing, fleet. Photo-driven estimates and parts/labor lookups that eat up advisor time.
From damage photos to a draft estimate.
- Reviews damage photos to draft the repair scope
- Drafts parts + labor lines from your rates
- Flags variances that exceed your configured range
- Separates customer-pay vs insurance line items
- Notes supplements and missing approvals
- Writes the customer-facing estimate summary
Mobile & Field Services
Mobile detailing, pest control, cleaning, equipment repair, junk removal. Lots of small quotes that still need to be fast and consistent.
Quote on the spot, without guessing.
- Turns a short intake into a priced estimate fast
- Applies zone, distance, and recurring-service rules
- Bundles packages and subscription options
- Collects missing job details before drafting
- Keeps small-job pricing consistent across techs
- Logs the quote and schedules a follow-up
HOW IT GOES LIVE
Drafting quotes in weeks, not months.
Discovery call
We learn your trade, price book, SOPs, margin rules, and what a good estimate looks like for you.
Build & connect
We load your pricing rules and templates, then connect your CRM, docs/Drive, and field-service software.
Approval mode
It drafts; you approve every estimate and correct the edges until the drafts come back clean.
Same-day desk
It drafts new quotes as jobs come in, flags exceptions, and reports — you stay the final sign-off.
YOU STAY IN CONTROL
Every draft and exception on one screen.
A live dashboard shows the draft queue, what's ready to send, and what needs a decision. Review the line items, adjust, and approve — nothing reaches a customer without you.
5
Draft queue
11 min
Avg draft time
82%
Approval rate
3
Missing info
SAFE BY DESIGN
It helps — without freelancing with your margins.
Approval gates
Every estimate is a draft until you approve it. No quote reaches a customer without a human sign-off.
Margin guardrails
It can only price within the ranges and minimum margins you configure — anything outside is flagged, not sent.
Your price book & rules
It quotes from your catalog and SOPs only. No invented line items, no off-book pricing.
Full transparency
Every draft, edit, exception, and approval is logged so you can see exactly how a number was built.
SIMPLE PRICING
A few faster quotes pay for the month.
Priced to your business scope — flat monthly plus usage. Final scope is confirmed on your call.
Quote Desk
Starting at
$1,497/mo + usage
- Scoped to your price rules & volume
- Drafts estimates for approval
- Missing-info checklists
- CRM + docs/Drive integration
- Follow-up copy + reporting
Unlimited
$2,997/mo
- Everything in Quote Desk
- Unlimited usage — no metered drafts
- Higher volume & complex price rules
- Multiple estimators / locations
- Dedicated tuning & reporting
STRAIGHT ANSWERS
Questions, handled.
Does it send quotes to customers on its own?
No — not unless you decide it should. By default every estimate is a draft that waits for your approval. You can graduate trusted, simple job types to auto-send later if you want.
How does it know my pricing?
We load your price book, rate cards, SOPs, and a sample of past quotes during setup. It only drafts from your numbers and rules — it never invents pricing.
What if a job is unusual or info is missing?
It will not guess. It sends a missing-info checklist for incomplete jobs and flags anything outside your configured ranges for a human to review.
Will it work with my CRM and quote software?
Yes. It connects to common CRMs, Google Drive/Docs, and field-service platforms, and outputs into your existing quote template. Niche tools are scoped on the discovery call.
Can it read photos and documents?
Yes. It reviews uploaded job photos, plans, and documents to inform the scope and line items, then notes anything it cannot determine from them.
How long until it is drafting good quotes?
Typically 1–3 weeks depending on how complex your price rules are. It starts in approval mode and gets sharper as you approve and correct early drafts.
What does it cost to run?
Your plan covers the AI employee; usage (document/photo processing) is passed through. A couple of quotes that go out same-day and win typically cover the subscription.
Get every quote out the same day.
Book a 20-minute call. See the draft queue, walk through your price rules, and get a plan built around your quote volume.