Collect the details.
A request form can gather the job type, location, requirements, and supporting notes. Missing information stays visible.
Quotes & estimates
A head start on every quote.
Bring the job details together. Prepare a useful draft. Keep the final decision with you.
Talk through your processFrom site notes to a draft scope.
- 01Site notes + customer request
- 02Draft scope + missing details
- 03Your review + agreed price
Illustrative workflow. Photos and AI drafts do not replace a site assessment or your judgement.
WHO IT HELPS
For contractors, installers, and service teams who build each quote from notes, emails, and past jobs.
HOW WE APPROACH IT
Start with the work you already do.
A good quote depends on good information. We look at how requests arrive, what your team checks, and where the same details get typed again.
Prepare the draft.
Use your approved services, templates, and pricing rules. AI can help organise notes into a draft scope when the task calls for it.
Review, then send.
Your team checks measurements, exclusions, scope, and price. A draft stays a draft until someone approves it.
THE RIGHT FIT
Start with the simplest useful option.
If your existing quoting software already does this, configuring its templates may be enough. Custom work makes sense when the handoffs or business rules need something more.
SCOPE & COST
One workflow. An agreed plan.
We price the first workflow around its forms, templates, connections, and review steps. Any software subscriptions, hosting, and support are agreed separately before work begins.
Separately scoped from the C$89 website plan.
RELATED WORK
Related website work: Micton
A renovation website with a clear route to request a quote. The quoting workflow above is an example of separately scoped work.
Renovation website projectMicton Home RenovationsInside the project A FEW USEFUL ANSWERS
Before we build.
Can we keep our existing quoting software?
That is the starting point. We check its templates, import options, and supported connections before proposing a separate tool.
Will AI choose the price?
We build around your approved rules. AI can organise notes and prepare wording; your team checks the scope and confirms the final price before it is sent.
What should we bring to the first conversation?
A blank quote template, an example of how a request arrives, and the steps you follow today. Remove customer details from any examples you share.
LET’S GET STARTED
What would you
like to improve?
Tell us about your business. We’ll take it from there.
Let’s talk