A dashboard. Only if you want it.
Browse quote history and totals, find saved documents or adjust your rates. It’s there for manual control. You can quote all day without opening it.
YOUR NOTES → A CHECKED QUOTE
Finish the quote
while the job
is still fresh.
You’ve seen the job. Now send a voice note and photos. Get a draft based on your rates, check it in WhatsApp and get on with your day.
For electricians, plumbers and service trades.
Your note from siteEXAMPLE
“Two replacement fittings. Allow two hours. Use my usual rates.”
Sample Circuit
Electrical
QUOTEElectrical
DEMO-001
PREPARED FORAlex Example
Replace two light fittings
Replacement fittings × 2$60.00
Labour 2 hours$200.00
GST 10%$26.00
Total incl. GST$286.00
Your rates. Your final approval.
Margin checked.46.2% · Above the sample 40% target
FROM SITE TO SENDABLE
Say it once.
Keep the final say.
Everything you need for the daily workflow stays in WhatsApp. No need to fill out a second job sheet.
- 01 Voice note + photos
Send what you found.
Describe the work, labour and materials in a voice note. Add photos for context. If a detail is missing, the assistant asks.
- 02 Your rates + your review
Check the draft.
Your approved rates and pricing rules calculate the quote. Review the scope, costs and margin. Ask for changes in the chat.
- 03 Checked quote + document
Approve it. Get it ready to send.
With the document option, your branded quote comes back in the conversation. You choose when to send it to the customer.
The AI organises your notes. It doesn’t inspect the job for you or assume what’s hidden behind a wall.
MARGIN PROTECTOR
A cost changes.
Your margin shouldn’t
be a surprise.
A familiar price can hide a smaller profit. See the effect when a material costs more, before you approve the quote.
This example holds the selling price still and changes the supplier cost. Your real system uses the costs and margin targets agreed for your business.
Let’s look at your quoting TRY A SAMPLE JOB ILLUSTRATION
Two replacement fittings.
Sample rates. All margin calculations exclude GST.
- Quote to customer excl. GST
- $260.00
- Materials + direct labour
- $140.00
- Gross profit before overheads
- $120.00
Illustrative gross margin 46.2%
Above the sample 40% target.
The selling price stays at $260.00. Review the scope or price when costs change; nothing is increased or sent automatically.
YOUR QUOTE DOCUMENT
SAMPLE
SCSample Circuit Electrical
Quote
DEMO-001Fictional example
PREPARED FORAlex Example
JOBReplace two light fittings
SCOPE OF WORK
Replace two existing light fittings. Allow two hours of labour. Any additional work to be discussed and approved before proceeding.
| Description | Amount |
|---|---|
| 2 replacement fittings | $60.00 |
| 2 hours of labour | $200.00 |
| GST (10%) | $26.00 |
| Total incl. GST | $286.00 |
Illustration only. Fictional business, scope and prices.
QUOTE DOCUMENTS
Looks like your business.
Reads like you wrote it.
Give customers a clear scope and a price they can understand. Your logo, your details and your agreed wording, in a document ready to send.
- A layout tailored to your business
- Clear scope, line items and totals
- A copy returned in WhatsApp
- Saved with the quote for later
Our first three clients get one branded quote template included. That template stays included while you remain a client. Additional document types can be added separately.
STAYS SIMPLE AS YOU GROW
Use what helps.
Add what you need.
The quoting workflow stands on its own. These parts support it without giving you more daily admin.
Follow-up when you’re ready.
Add an agreed quote follow-up flow later. Track which quotes were chased and which led to a booked job, using confirmed outcomes.
Separately scoped add-on YOUR QUOTING WORKFLOW
Try it on real jobs before the final payment.
50% to start. Test the agreed system over three working days. Pay the remaining 50% after you confirm it works properly and accurately.
YOUR FREE DIAGNOSIS
Find the first change
worth making.
A review of your website and enquiry journey, one useful priority and an optional next step.