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Turn job notes, agreed rates and material costs into a draft quote you can check and send from your phone. You check quantities, exclusions and prices before it goes to the customer.
AI quoting for trade businesses takes your job notes, rate card, material costs and standard terms and prepares a draft quote. You check the scope, quantities, exclusions and price, then send it. The customer may get the quote sooner, though the time still depends on your checks and any supplier prices you are waiting for.
See it run
Quote to booking agent in practice
The workflow as it runs day to day, with a person signing off at the end. Sample data.
- Check engineer availability by locationFrom the job management systemJobs
- Price the job from the rate cardsThe business’s standard ratesRate cards
- Send the quoteWith the available slotsEmail
- Customer accepts the quoteReply or link in the emailEmail
- Book the engineer and confirmAdded to the engineer’s diaryDiary
The problem
Why quotes get written in the evening
AI quoting for trade businesses takes your job notes, rate card, material costs and standard terms and prepares a draft quote. You check the scope, quantities, exclusions and price, then send it. The customer may get the quote sooner, though the time still depends on your checks and any supplier prices you are waiting for.
Many trade businesses write quotes after a full day on site. A customer who has asked several firms for a price may go with the one that replies first with a clear quote, so a slow quote can cost work.
A quoting tool can take a voice note or short form from site and turn it into a formatted draft using your rates and terms. You check it and send it from your phone, or finish it later if the job needs more thought.
How it works
How a draft quote is produced
A voice note, text or short form on your phone covering scope, materials, access and anything unusual.
The tool applies your rates, markup and standard terms to produce a formatted draft, with the VAT treatment you have set up.
You check quantities, exclusions and prices, correct anything that is wrong and send the quote to the customer.
If the customer has not replied after an interval you choose, the tool can prepare a follow-up for you to send, or send it for you if you prefer.
How we help
Working with Reformat Labs
We build quoting tools for trade businesses that run on your phone and use the rates and terms you give us.
Our page on AI for trade businesses covers other tasks we can help trade businesses with.
Common questions
Questions about AI quoting for trade businesses
How does AI quoting work for trade businesses?
You describe the job and the tool prepares a quote using your rates, markup and standard terms, formatted with the VAT treatment you have set. You check it and send it. How long that takes depends on the job and how much you need to change.
Can AI quoting handle different job types?
Yes, once the rates and typical items for each job type are set up. A plumber might set up boiler installations, an electrician consumer unit replacements and a builder small extensions. The tool works from your rate card and example quotes, which configure it without retraining the model. Job types you rarely do need more checking.
What happens to jobs where the quote depends on a site visit?
Record what you found during the visit and the tool turns it into a draft quote. You can check and send it from your phone, or finish it at a desk if the job needs more pricing work.
Does AI quoting integrate with my job management software?
Tradify, Joblogic, ServiceM8 and Simpro each offer different ways for other tools to connect. We check your current tools during scoping and work with what they allow.
What do you need from us to set it up?
Your rate card, where your material prices come from, your standard terms and example quotes from the jobs you do most often. The timescale depends on how many job types you want set up, and we agree it before work starts.
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