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Quote automation for service businesses

Quote automation pulls the job from intake, applies your pricing matrix, and sends a branded quote in about 4 hours instead of 2 to 3 days. Live in 4 weeks.

Call it. An AI answers. That's the demo.

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What it does

Quote automation takes the job details from your intake (the voice agent, a web form, or your scheduling software), applies your pricing matrix, and sends a branded quote by email or SMS, often within minutes of the first inquiry. Follow-up runs on its own until the quote is accepted or declined. Live in 4 weeks.

It quotes the job before the homeowner calls your competitor. The system pulls job details from your intake process, applies your pricing logic (per-unit costs, material markups, labor rates, minimum charges, conditional rules), and generates an accurate branded quote delivered through the channel the customer prefers.

Open quotes get timed SMS and email follow-ups until they convert or expire. Accepted quotes create the job in your scheduling software.

It fixes the four things that slow quoting down: estimators driving out, measuring, and building the quote in Excel 2 to 3 days later while the customer collects two other bids; the same job priced differently depending on who quoted it; unsold quotes with no tracking and no follow-up; and a pipeline that can only move as fast as your estimators can.

Media pending

What it is wired into

ServiceTitan
Job details are captured from ServiceTitan at intake, and an accepted quote creates the job there.
Jobber
Job details are captured from Jobber at intake, and an accepted quote creates the job there.
Housecall Pro
Job details are captured from Housecall Pro at intake, and an accepted quote creates the job there.
HubSpot
Also wired in.
QuickBooks
Also wired in.
CompanyCam
Also wired in.
DocuSign
Quotes go out for signature through DocuSign.

How long until it is live

  1. 1

    Map your pricing logic

    Week 1. We document your pricing matrix: per-unit costs, material markups, labor rates, minimum charges, and every conditional rule your estimators apply.

  2. 2

    Connect intake sources

    Weeks 2 to 3. We integrate with your voice agent, web forms, or scheduling software so job details are captured without re-typing.

  3. 3

    Generate and deliver

    Weeks 2 to 3, validated against your historical quotes. The system applies the pricing logic, produces the branded PDF or digital quote, and sends it through the customer's preferred channel.

  4. 4

    Automate follow-up

    Weeks 3 to 4: shadow mode, then go-live at 4 weeks. Timed SMS and email sequences follow up on open quotes until they convert or expire.

What we measure

Quote turnaround and close rate, against the baseline we take before go-live. Across deployments the measured results are an average quote delivery of 4 hours and a 35% lift in close rate. The written commitment names the number for your operation.

  • Quote turnaround
  • Close rate

Every deployment carries a written ROI commitment.

Where it has shipped

Try the scripted demo

Driveway quote by text message

Text messages. Scripted demo. Names and numbers are made up.

Pick what comes in

The scripted reply closest to your words plays. To talk freely, make it live with your own key.

Make it live with your own key

How pricing works

Pricing depends on which modules you deploy, the integrations involved, and how much is custom to your operation. Most clients start with a single module and expand once it proves out. You'll get a clear, itemized quote in the working session.

Common questions

Can AI handle complicated pricing with variable scopes?

Yes. We map the conditional logic: square-footage tiers, material selections, access-difficulty multipliers, seasonal adjustments. The system handles the same complexity your best estimator does, just faster.

Does it replace our estimators?

For standard jobs it handles quoting end to end. For complicated custom work it pre-builds 80% of the quote so your estimator only refines the last 20%. Either way the customer gets the number sooner.

What about site visits?

For jobs that need a site visit, the system schedules the visit and pre-fills the quote with what is already known. After the visit the estimator confirms the measurements and the final quote generates on its own.

How accurate are AI-generated quotes?

Within 5% of human-generated quotes for standard scopes. We validate against your historical data during setup and keep improving accuracy from outcome data.

What format do quotes arrive in?

A branded PDF by email, an interactive digital quote by SMS link, or both. Customers accept with one tap. Accepted quotes create the job in your scheduling software.