Estimating and quoting requires an estimator to gather job details, calculate materials and labor, check supplier prices, and assemble a formal proposal by hand. Manual pricing checks and margin reviews slow turnaround and leave room for costly errors on complex jobs.
An automated version pulls takeoff quantities, current supplier rates, and historical job data together to build a priced estimate automatically. The finished quote is assembled and routed for approval, so proposals reach clients faster and with more consistent margins.
The full workflow, from trigger to completion.
A new quote request lands via email or a submitted job form and starts the workflow.
The platform pulls quantities from the uploaded plan or takeoff sheet into a structured format.
Current material prices are pulled automatically from connected supplier price lists and past purchase records.
The automation combines quantities, labor rates, and margin rules into a complete draft estimate.
The system checks whether the calculated margin falls within the owner's pre-set threshold.
Estimates outside the approved margin range route to the owner for manual review before proceeding.
An approved estimate auto-populates a branded quote document ready for client review.
The quote is emailed to the client and a follow-up reminder is scheduled automatically.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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Everything you need to know before mapping this process.
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