How it works

Note in. Quotation out. Nothing new for anyone to learn.

Six steps. Your surveyor changes nothing about how he already works, and you gain one job: reading a quotation before it goes out.

01

The six steps

01

Your surveyor sends the note

However he already does it. Email to one address, WhatsApp, or a job logged in your existing system. Full sentences are not required and neither is a template.

Your effort
None. This already happens.
02

The survey facts are extracted

Assets, measurements, access constraints, working-hours restrictions, commercial signals, and everything the note left open. This is the only step a model touches, and it cannot emit a monetary figure — the run fails if it tries.

Your effort
None.
03

Your rate card does the arithmetic

Deterministic code applies your labour rates, plant bands, equipment grades and margins. Same survey in, same totals out, every time.

Your effort
Once, at setup: hand over the rate card you already price from.
04

Three options are built to your rules

Your three standing tiers — whatever you already call them. One is recommended, with the reasoning written out, and the recommendation follows your rules rather than the largest number.

Your effort
Once, at setup: describe how you already tier a job.
05

You read it and send it

A branded three-page document in your identity: the decision, the detail, the conditions. Nothing reaches your customer without you approving it.

Your effort
A few minutes, mostly on page 3.
06

Unaccepted quotes get chased

A fixed sequence, in your words, with no discounting. It runs off a queue rather than a calendar, so a busy fortnight doesn't break it. Any reply stops it.

Your effort
Approve the sequence once. Handle the replies.
02

What it will not do

Worth reading before the call, because these are the constraints and not a roadmap.

It won't invent a measurement

If the note doesn't say, the item is flagged and the reason is printed. That is the feature, and it means some quotes go out with provisional lines on them.

It won't survey a site

A bad note produces a heavily flagged quote. Your engineer's judgement is still the input, and nothing replaces it.

It won't talk to your customer unapproved

No quotation and no chase message leaves without you seeing it. There is no autonomous-agent mode, on or off.

It isn't a CRM or a job system

It sits alongside what you run now. If you use ServiceTitan, Jobber, Simpro or Commusoft, connecting to it is part of setup — not a migration.

03

Setting it up

The €750 is this work, done once. It is the part that makes the engine yours rather than generic, and it's why there isn't a self-serve version of this.

You'll be asked for a rate card, three or four past quotations to calibrate against, and one conversation about how you tier a job. Then it runs on your notes before it runs on your customers.

Your rate card, loaded and checkedSETUP
Your three tier rules, written downSETUP
Quotation template in your identitySETUP
Your standing exclusions and payment termsSETUP
Connection to your job system, where you have oneSETUP
Calibration against your own past quotationsSETUP
Running it, tuning it, and the chase sequenceMONTHLY

Bring a job you quoted last week.

Fifteen minutes, and you'll be looking at your own job rather than my demo.

Book 15 minutes