Estimator / Quote Builder
Builds draft estimates from your price book for a licensed person to approve
The Estimator builds draft estimates and quotes from takeoffs, site photos, customer answers and your price book and labour rates, and prepares the home-improvement contract paperwork California requires.
A named person reviews and approves every estimate. Contracting work in California requires a CSLB licence (B&P §7028) and home-improvement contracts have required contents (§7159); any structural design needs a licensed engineer (§6735). The estimator never quotes a price that hasn't been approved.
AI drafts; a named person approves.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: takes a callback from a homeowner who asked for a quote and records measurements and photos. Midday: builds a draft estimate from the price book with materials and labour. Afternoon: flags a scope that may need an engineer. Daily: follows up on sent quotes the owner approved.
- ·Collect scope details, measurements and photos
- ·Build draft estimates from the price book
- ·Flag work needing permits or licensed design
- ·Route estimates for approval before sending
- ·Follow up on open quotes with customers who asked
- ●Estimate turnaround time
- ●Quote-to-win rate
- ●Estimate vs. actual job cost variance
- · Contractors
- · Remodelers
- · Landscapers
- · Print and sign shops
Appointment Setter (Speed-to-Lead)
Answers new inbound enquiries within minutes and books the appointment
Dispatcher / Scheduler
Books jobs, routes technicians and keeps customers told when you're arriving
Proposal, RFP & Public-Bid Manager
Finds bids, builds compliant responses and keeps the answer library current