Quoting and estimating
Send accurate quotes the same day, not the same week. Super Intelligence (SI) that drafts quotes and estimates from your price book, photos and job notes, ready for your review.
What it does
- Typical time saved
- 4–12 hours a week
- Time to launch
- 3–4 weeks
- Available on
- Every plan
Fast, accurate quotes win more work. We connect your price book, past jobs and intake details so SI drafts a complete quote or estimate within minutes of the request. You check the numbers, adjust and send.
What’s included
- Your price book and rules turned into a quoting system
- Drafts from forms, photos and job notes
- Good, better, best options where they fit
- Follow-up on unsigned quotes
- Win-rate tracking by job type
Works with
If you already use it, we connect to it.
- Jobber
- Housecall Pro
- QuickBooks Online
- PandaDoc
- Your CRM
What it won’t do
Every quote is reviewed by a person before it goes out. SI drafts; you decide the price.
Industries we work with
- Dental practices
- Law firms
- Real estate agents and teams
- HVAC companies
- Plumbing companies
- Roofing contractors
- Med spas
- Gyms and fitness studios
- Accounting and bookkeeping firms
- Insurance agencies
- Restaurants
- Auto repair shops
- Hair and beauty salons
- Property management companies
- Chiropractic clinics
- Veterinary clinics
- E-commerce brands
- Marketing agencies
- General contractors and remodelers
- Cleaning services
Questions
Can it quote from photos?
It can read photos and notes to fill in the scope, then flag anything it can’t confirm for you to check.
What if our pricing is complicated?
That’s where it helps most. We write your rules down once and the drafts follow them every time.
Does it send the quote?
Only after you approve it.
Other services
SI chatbots
Website, text and social chat that answers questions, qualifies leads and books appointments around the clock.
SI receptionist
A voice agent that answers when your team is busy, books appointments, and follows up by text in seconds.
Lead follow-up
Instant, personal replies and well-timed follow-up for every lead from every source.
CRM automation
A pipeline that updates itself: records, tasks, stage changes and clean-up handled automatically.
Appointment booking and reminders
Online booking, smart reminders, intake forms and waitlist refills that keep your calendar full.
See where your week goes
Book a free 30-minute automation audit. We’ll map the work robots can take over and recommend one place to start.