AI Estimating &
Quoting.
Turn a 45-minute evening estimating task into a 2-minute review. Win more jobs by being the first to reply with a professional proposal.
Why manual quoting
kills growth.
In technical industries, the owners or senior engineers are often the only ones who can price a job accurately. This creates a massive bottleneck that limits how much work the company can win.
Weekend Estimating
Business owners and senior staff spending their evenings and weekends pricing up jobs instead of resting or growing the business.
Outdated Material Costs
Losing margin because a quote was built using material prices from three months ago that have since increased.
Slow Turnaround Times
Losing jobs to competitors simply because it took you five days to get the proposal back to the customer.
Inconsistent Pricing
Different estimators quoting the same job differently, leading to unpredictable margins and confused customers.
How we build your
automated estimator.
We codify your brain. We take the exact logic you use to price jobs and build it into a reliable, instantly accessible system.
01. Data Ingestion
The engineer in the field submits their survey notes via voice, text, or a simple form. The AI instantly extracts the dimensions, requirements, and constraints.
02. Logic & Calculation
The system runs the extracted data against your custom estimating logic to determine the exact equipment, materials, and labour days required.
03. Live Pricing Lookup
The automation checks your connected supplier APIs to pull the latest material costs and applies your predefined markup margins.
04. Proposal Generation
A beautiful, branded PDF proposal is instantly generated and placed in your CRM for final human review before being sent to the client for digital sign-off.
From field survey to final proposal in minutes.
Connect your engineers on the tools directly to your suppliers and your sales pipeline without any manual data entry in between.
About automated
estimating.
Can the AI really calculate accurate quotes for complex jobs?
Yes. The system is trained on your specific pricing matrices, margins, and logic. If you tell it that a 4-bedroom house needs a 12kW heat pump and specific pipework, it will apply that logic to every similar survey it processes.
Does it connect to our supplier's live pricing?
Absolutely. We build integrations directly into wholesaler APIs or supplier catalogues (e.g., Wolseley, City Electrical Factors) so your quotes are always based on today's material costs, protecting your margins.
How do the guys in the field submit the data?
Through whatever is easiest for them. They can drop a voice note into a WhatsApp bot, upload photos, or fill out a simple web form on their phone. The AI extracts the necessary data and structures it for quoting.
Can it generate multiple options in one quote?
Yes. For example, in solar or HVAC, we often set the system up to automatically generate a 'Good, Better, Best' proposal with different equipment tiers so the customer has choices.
Do we still get to review the quote before it goes to the customer?
Always. The AI generates the quote and leaves it in a 'Draft' state in your CRM. A human manager reviews it, makes any final tweaks, and hits send. It turns a 45-minute estimating job into a 2-minute review.
Get your weekends back.
Automate your quoting.
Book a free discovery call to map out exactly how your current estimating logic works and how we can codify it.
Book a discovery call