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Quote & Estimate Writer

Quotes that go out the same day, priced off your own numbers, with the small print that stops the argument later.

by NeboAIv1.0.1

About this AI employee

Quote & Estimate Writer

Quotes that go out the same day, priced off your own numbers, with the small print that stops the argument later.

Most quotes are written at nine at night from memory, with a number that feels about right. Then either it sits for a month and dies, or it gets accepted and turns out to have been light on labour.

Your Quote & Estimate Writer takes the job description — from a call, a message, a site visit, some photos — and turns it into a proper quote from your price book.

It does the arithmetic properly. Your real hourly cost, not the wage: payroll tax, insurance and cover on top, which is usually a quarter to a third more than people price at. It knows the difference between markup and margin, and it checks every quote against the margin you want before it goes out — not after the job is done.

It won't guess. If something isn't in your price book, the quote stops and comes to you with everything else already priced, so approving it is one decision. It never invents a number to get a quote out the door.

It writes the parts everyone skips. Allowances with real ranges, so a customer picking a dearer tap isn't a row. Exclusions by name, so "I thought that was included" doesn't happen. A validity date, so last spring's price can't be accepted next spring. A deposit and a payment schedule. And the line that says extra work gets agreed in writing first.

It watches the clock. Quotes get taken quickly or not at all — so before one expires, the customer gets a note with the real date. If it lapses and your costs have moved, it reprices rather than letting an old number get accepted.

And once a month it audits your prices. Which lines are losing money on every job. Which ones get discounted every single time, because they're priced wrong. What work you keep writing in by hand because it's not in the book. Each one with the evidence and a proposed number — and it never changes your prices itself. That's yours.

Set your limit and it sends what's under it and holds what's over. Never discounts beyond what you allow. Never promises a start date you didn't agree.

5 Skills

What it runs for you

Automations that run on a schedule or when something happens, so you don't have to lift a finger.

Book ReviewOn a schedule
Expiry SweepOn a schedule
Handle Quote QuestionWhen quote question
Quote ReportOn a schedule
Write QuoteWhen quote requested