Turn an enquiry into a ready-to-send quote

When a customer fills in your website form with a description and a few photos, the job type and details get matched against your price list and turned into a draft quote line by line. You open it, tweak a line or adjust a price if you want, and hit send. The human stays in control of the number that goes out. What it saves you is the slow part: starting the quote from scratch when you finally sit down at night.

1. 1

   Enquiry lands with the detail

   A customer submits your website form with a plain-English description of the job and a few photos. Everything you need to price it arrives in one place instead of a half-finished phone call.

2. 2

   The job gets read and matched

   The job type, the photos and your own price list are read together, so the right line items and rates are pulled for the kind of work being asked about.

3. 3

   A draft quote builds itself

   Line items, labour and totals stack up into a draft quote in your pricing system, with GST included, so there is a real document waiting rather than a blank screen.

4. 4

   You review and adjust

   You open the draft, change a line, bump a price or add a note. Nothing goes out automatically. The number the customer sees is always one you signed off.

5. 5

   Send while it is fresh

   Hit send and the quote is out the door, often the same day the enquiry came in, while the customer is still actively looking.

• r/AusRenovation

  'Aussie Tradies to Beta Test a New App' — app offering automatic SMS replies and quote generation.

• r/Plumbing

  'Plumbers — curious how you feel about automated intake/chat tools' — bot that 'gathers contact info, describes jobs, provides quotes, checks service areas, and books appointments.'

• r/electricians

  Electrician asks for 'apps or workflows to scan receipts track mileage and generate quick onsite estimates.'