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Estimating · AI agent

Quotes written after hours are quotes that stall

The scope arrives across calls, texts and photos, and the quote gets written late at night when it finally gets written at all. The Scope & Quote Agent gathers the detail and prepares the draft, so you review instead of build from scratch.

This is the estimator’s job. A full-time estimator is about $90,000 a year. The Scope & Quote Agent runs the role for a fraction of that and has a draft ready the day the job comes in.

It sits above the tools you already run, your CRM, accounting, email and phone. We don’t replace your software, we replace the work done on top of it.

The problem it fixes

Details, photos, access notes and urgency turn up in scattered messages. Half the job is chasing the customer for the one thing that is missing before a quote can even start.

Quotes then pile up for after hours. Slow quotes lose work to whoever replied first, and rushed quotes carry mistakes into the job.

What the Scope & Quote Agent does day to day

One agent, one job. It works inside the systems you already use, not another app to check.

Collects the brief

Pulls the job type, access, photos and requirements into one complete brief instead of a thread of messages.

Chases what is missing

Asks the customer for the missing photo or measurement so a quote is not held up by one gap.

Prepares the draft

Builds a quote draft using your approved scope, wording and rates. It works the way you already price.

Hands it to you

Puts the draft in front of you to check and adjust. It never reaches the customer before you approve it.

Where it stops and asks

Every agent has a permission ceiling. Anything sensitive stays under approval, and the first two weeks run supervised. More autonomy is earned by correct work, not assumed.

Draft

Prepares the scope brief and the quote draft on your rules and rates.

Approve

The price and the final quote are accepted by you before anything is sent.

Act

Requests missing details from the customer within the wording you agreed.

Stop

An incomplete scope, an unusual job or a pricing conflict goes to a person.

Audit

Every draft, change and follow-up keeps a receipt.

How it is built around your business

  1. We map one week of the work. Inputs, decisions, systems, exceptions and approvals for this role, in your business.
  2. We build the agent on your tools. Your systems, your wording and your rules, right down to how you word a reply. Nothing off the shelf.
  3. Two weeks supervised. It runs alongside you while we tune it against real work and prove the approval rules hold.
  4. We prove one result. A real task completes end to end with a receipt, a human approval where required, and a measurable outcome.

See the full office crew or explore AI reception.

Start with the role that costs you the most

Book a short audit. We find where the time and the jobs go missing, then put the right agent on it first.

Book an AI opportunity audit