Quotes drafted from site-visit notes
Quotes out the same day as the visit. The tech talks through the job in the driveway, and a draft is waiting in the office before they reach the next address.
Hours back
5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Notes captured on site
The tech records a quick voice note or types a few lines, and takes photos the way they already do.
- 02
Line items matched to your price book
Labour, parts and materials come from your own price book and past quotes for similar work. Nothing is made up.
- 03
A draft quote in your job software
Written in plain language, with options where you normally give them, like repair or replace.
- 04
Site photos attached
The two or three clearest photos go on the quote so the customer sees what your tech saw.
- 05
A text to the estimator
Whoever owns the quote gets a message to check it, tweak it and send it.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person checks and sends every quote. The system drafts. It never sends a price on its own.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The tech does the site visit, scribbles notes and takes photos. The quote gets written that evening or at the weekend, and some go out three or four days later, by which time the customer already has two other prices.
What we build
- Notes captured on site
- Line items matched to your price book
- A draft quote in your job software
- Site photos attached
- A text to the estimator
A month in
Most quotes go out the same day as the visit instead of three or four days later, and nobody gives up their evenings to write them.
Where the prices come from
The draft uses your price book and quotes you've already sent for similar jobs. If a part or task isn't in either, that line is left blank and flagged, so a guess never reaches the customer.
FAQ
What if the tech's site-visit notes are rough?
Rough notes are fine, and most are. Anything the draft quote couldn't work out, like a missing measurement or an unclear model number, is listed at the top so the estimator knows what to check before it goes.
Do my techs need to learn a new app?
No. Techs keep taking photos and notes in the app they already use. The only change is talking through the job for a minute before they leave the site.
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Thirty minutes on quotes drafted from site-visit notes. We build its elf with you, live, and you keep it.