Automated Job Quoting
Respond to every inquiry with a professional quote while your crew is in the field.
Typical ROI
3-5x in Year 1
Implementation
3-5 weeks
Industries
HVAC +
The Problem
When a customer calls or fills out a form, someone has to manually pull pricing, calculate labor, write up a quote, and send it — often hours later. By then, the customer has called two competitors. Fast-growing contractors lose 20-30% of inbound leads to slow response times.
What We Build
Inquiry capture — Customer inquiries from web forms, SMS, phone call transcripts, or email are automatically captured and categorized.
Job scoping — AI extracts key job details: service type, property size, scope, materials, and timeline from the inquiry.
Price calculation — AI applies your rate cards, material costs, and labor rates to generate an accurate quote.
Quote generation — A professional, branded quote is generated with your terms and examples from similar past jobs.
Human review checkpoint — Tech or estimator reviews the quote in under 2 minutes and approves or adjusts before it sends.
Automated follow-up — If no response in 24–48 hours, AI sends a follow-up. Win rates are tracked per quote type.
Common Integrations
Example Scenario
A 12-person HVAC company receives 40+ service inquiries per week. Their office manager spends 3+ hours daily manually pricing and sending quotes. Response time averages 4–6 hours. We build an automated quoting workflow that captures inquiries from their website form and phone transcripts, prices common jobs from their rate card, and generates branded quotes. Response time drops to under 30 minutes. Win rate improves 22% in the first quarter because they consistently beat competitors to the inbox.
Ready to Build This for Your Business?
Book a free discovery call. We'll map your workflow and give you a concrete ROI projection.
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