Quote Automation
Quote in minutes. Close the same day.
AI that pulls intake data, references your pricing matrix, and delivers a branded quote before the homeowner calls your competitor.
4 hrs
avg quote delivery
+35%
close rate lift
4 wks
deploy time
The problem
Sound Familiar?
Quoting takes 2-3 days
Estimator drives out, measures, returns to office, builds quote in Excel. By then the customer has two other bids.
Inconsistent pricing across estimators
Same job, same scope, different price depending on who quoted it. You're either leaving margin or losing bids.
No follow-up on unsold quotes
Quotes go out and disappear. No tracking, no reminders, no automated follow-up. Money sitting in limbo.
Estimators are your bottleneck
You can only quote as fast as your estimators can move. During peak season, your pipeline backs up and leads go cold.
The solution
How Quote Automation Works.
Our quote automation system pulls job details from your intake process, applies your pricing logic, and generates a branded, accurate quote delivered via email or SMS — often within minutes of the initial inquiry. Follow-up sequences are automated until the quote is accepted or explicitly declined.
Process
How We Deploy It.
Map your pricing logic
We document your pricing matrix — per-unit costs, material markups, labor rates, minimum charges, and conditional rules.
Connect intake sources
Integrate with your voice agent, web forms, or scheduling software to capture job details automatically.
Generate and deliver
AI applies pricing logic, generates a branded PDF or digital quote, and delivers via the customer's preferred channel.
Automate follow-up
Timed SMS/email sequences follow up on open quotes until they convert or expire.
Integrations
Built to Work with Your Stack.
ServiceTitan
Housecall Pro
HubSpot
QuickBooksResults
What Operators See After Deploy.
4 hrs
avg quote delivery
+35%
close rate lift
4 wks
deploy time
FAQ
Common Questions About Quote Automation.
Quick answers to what operators ask before deploying quote automation. Don’t see your question? Bring it to the 30-minute call.
- Yes. We map conditional logic — square footage tiers, material selections, access difficulty multipliers, seasonal adjustments. The system handles the same complexity your best estimator does, just faster.
- For standard jobs, it handles quoting end-to-end. For complex custom work, it pre-builds 80% of the quote so your estimator only refines the last 20%. Either way, speed to customer improves dramatically.
- For jobs that require a site visit, the system schedules the visit and pre-populates the quote with known details. Post-visit, the estimator confirms measurements and the final quote generates automatically.
- Within 5% of human-generated quotes for standard scopes. We validate against your historical data during setup and continuously improve accuracy from outcome data.
- Branded PDF via email, interactive digital quote via SMS link, or both. Customers can accept with a single tap. Accepted quotes auto-create jobs in your scheduling software.
See If Quote Automation Fits Your Operation.
30 minutes. No pitch deck. We whiteboard your current stack and show you exactly where quote automation moves the needle.