A person approves every quote
The AI drafts; it never sends a price on its own. Each draft shows the lines it used and what it assumed, so checking is quick.
AI Quote Generator Quotes out the same day, priced your way.
AI turns a call, a few site photos or a web form into a draft quote built from your price book and your rules. You check it on your phone and approve it. It goes out through the tools you already use, with polite follow-ups until the customer decides.
Free · 20 minutes · You talk to Syed · Scoped before anything is built
How it runs
AI Quotes Running
Follow-ups run on their own
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The details come in
Site notes and photos, a voice memo, a call transcript or a web form.
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The AI drafts the quote
Line items, options and tax from your price book and rules, with gaps flagged.
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You approve; your tool sends it
Review on your phone, then it goes out from Jobber, QuickBooks Online or your proposal tool.
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Follow-ups run on their own
Polite check-ins until the customer approves, declines or replies. Accepted quotes become jobs.
See it work
Watch it handle one.
A scripted walk-through of a typical quotes conversation — press play.
Simulated demo
Site notes to sent quote
Larchwood Plumbing · quotes Request #2318 · Oakville · Tue 2:41 pm
- Event
Site visit closed by Dev · 3 photos + 48 s voice memo attached · customer asked for a written quote today
- Transcribing the memo and reading the photos… 40-gal gas tank, 14 yrs old, leaking at base · customer wants a 50-gal power-vent Jobber
- Matching the job to your price book… 6 line items matched · 1 detail missing from the notes Google Sheets
- Your pricing rules, applied
- Travel zone 2
- Gas permit line
- Old tank haul-away
- Standard warranty terms
- HST 13%
- Draft quote · Q-2318 Needs approval
- Customer
- Priya S. · Oakville
- Scope
- Swap 40-gal gas tank for 50-gal power-vent
- Lines
- 6 from your price book · labour at standard rate
- Flag
- Vent run length not in notes · assumed under 6 m
- AI assistant
Draft for Priya S. is ready. Dev didn’t note the vent run, so I assumed under 6 m and said so on the quote. Approve as is, or edit first?
- Owner · on phone
Run is about 4 m, so that holds. Drop the assumption line and approve.
- Updating the draft and sending the approved quote… Emailed and texted with an approve-online link · sender ID and opt-out included Jobber
- Follow-up scheduled Queued
- Thu
- Short email check-in from the owner’s address
- Mon
- Text: any questions about the quote? Reply STOP to opt out
- Stops when
- She approves, declines or replies
- Event
Quote viewed by customer · 6:52 pm
Site notes to an approved, sent quote in 4 min 20 s, with follow-ups queued.
Set this up for my business What it replaces
Off your plate.
- Writing quotes at the kitchen table after a full day on site
- Looking up parts and labour times for every estimate
- Two people pricing the same job two different ways
- Quotes that go out once and are never followed up
- Rebuilding proposals from last year’s file and fixing the names
How it works
Step by step.
- 01
We model how you price
We start with about ten recent quotes, your price book and the rules that live in your head: minimum charges, travel zones, markups, permit lines and when to offer options. That becomes the AI’s pricing playbook.
- 02
Details go in however they arrive
A voice memo and photos from site, a call transcript or a web form. The AI maps them to line items and flags anything missing, like a measurement or a model number, instead of guessing.
- 03
You approve every quote
The draft lands on your phone with the price-book lines it used and what it assumed. Edit a line, swap an option or approve. Nothing reaches a customer until a person on your team says so.
- 04
Sent, followed up and turned into work
The approved quote goes out from your quoting tool, with e-signature where you use it. Follow-ups go out on a schedule you set, and an accepted quote becomes a job and, later, an invoice.
Works with the tools you already use
- Jobber
- Housecall Pro
- QuickBooks Online
- Xero
- PandaDoc
- DocuSign
- HubSpot
- Google Sheets & Drive
- Microsoft 365 / SharePoint
- Your website form
Connected through official APIs where available. Names and logos are trademarks of their owners; no affiliation implied.
Guardrails
You stay in control.
Prices come only from your book
It uses your items, rates and rules and nothing else. If a job needs something the book doesn’t cover, it flags the gap instead of inventing a number. Complex jobs still get a site visit.
Estimates customers can rely on
In Ontario, a business generally can’t charge more than 10% over an estimate unless the customer agrees. Drafts carry your standard terms and state their assumptions, so scope changes are agreed before the work changes.
Follow-ups the customer asked for
A quote the customer requested doesn’t need separate consent under CASL, but every message still names your business and offers an easy way to stop. In the US, texts go only to numbers with consent, in line with TCPA rules.
Client details stay in your systems
Photos, notes and proposals stay in the tools you already use. We keep only what quoting needs and design around PIPEDA in Canada.
Where it fits
Where it fits best.
Trades & Home Services Site notes and photos become a priced draft from your own price book, approved from the truck and sent the same day. See trades plays Professional Services Discovery-call notes become a proposal or statement of work from your templates, ready for a partner to review. See professional plays
In practice
What it looks like.
A four-truck plumbing company
The owner writes every quote, mostly in the evening: about 10 a week for water heaters, drain work and small renovations. Each takes about 40 minutes to write; an AI draft takes about 15 to review and adjust.
About 4 hours a week back for the owner, most of them evenings (estimate)
The math
- Drafting: 10 quotes/week × ~25 min saved (≈40 min to write vs ≈15 min to review) ≈ 250 min/week ≈ 4.2 h/week
- Follow-ups: ~10 open quotes/week × ~5 min of chasing by phone or email ≈ 50 min/week ≈ 0.8 h/week
- Total ≈ 5.0 h/week
- Less 20% for overlap and ramp-up ≈ 4.0 h/week
Estimates use typical volumes and include a 20% allowance for overlap and ramp-up. Your audit measures the real numbers.
Why it matters
Slow quotes lose work that was already yours
The customer called, you visited, the conversation went well. Then the quote took four days, because it had to be written at night after the real work was done. By the time it arrived, someone else’s had already been signed.
Quoting is skilled work, but most of the time it takes isn’t: looking up parts, checking labour times, remembering the travel charge, copying last month’s quote. And when two people quote, the same job often gets two different prices.
What changes with an AI quote generator
Your notes go in as they are: a voice memo from the driveway, three photos, a call transcript or a web form. A few minutes later there’s a draft on your phone with line items from your own price book, your minimums and markups applied, the right tax, and a short list of what the AI assumed. You fix what needs fixing and approve. The quote goes out from the software you already use, and follow-ups go out until the customer decides.
The pricing judgement stays yours. The AI stops you starting from a blank page, and it prices the same job the same way every time. If calls already come in through an AI receptionist, its call summary can start the draft. Once a quote is accepted, field service automation can turn it into a scheduled job.
Proposals and statements of work, too
Professional firms have the same problem in a different format. After a discovery call, someone turns notes into a proposal: scope, deliverables, timeline, fees and terms. The AI assembles it from your approved templates and flags anything outside your standard terms. A partner reviews and sends it.
How we roll it out
Audit. Build. Run.
Every engagement is scoped on a call. You’ll know the cost before anything is built.
- 01
Audit
- Quote review: ten recent quotes, where the time goes and where pricing drifts
- Pricing playbook draft: items, rates, minimums, travel, markups and tax
- Recommendation: which quote types to automate first and which stay manual
- 02
Build
- Price book tidied and connected to the drafting step
- Intake from site notes, call transcripts and your web form
- Phone approval, sending and follow-ups switched on in your quoting tool
- 03
Run & Optimize
- Monthly review of edited drafts: what you changed and why
- Price-book updates when supplier costs or rates change
- Plain-English report: quotes drafted, sent, accepted and time to send
FAQ
Questions owners ask about AI Quotes
Last updated October 7, 2026
Does the AI set my prices?
No. It only uses the items, rates and rules in your price book, and you approve every quote before it goes out. If something isn’t in the book, it flags the gap rather than guessing.
Can it really quote a job from photos?
It drafts from photos plus a few notes, such as model numbers, sizes and access, and tells you what it couldn’t see. Jobs with hidden conditions still need a visit, and it can book one instead.
Do AI quotes still live in Jobber or QuickBooks, where we quote today?
Yes. The draft is created in the tool you already use, as a Jobber quote or a QuickBooks Online estimate, so your numbering, templates and customer records stay put. You approve it there or from a link on your phone.
How does it handle tax, deposits and options?
Tax codes come from your accounting setup, so GST, HST, PST or QST in Canada and US sales tax are applied the way your books expect. Deposits, terms and good-better-best options follow the rules we agree with you.
Can it draft proposals and statements of work?
Yes. For professional firms it builds proposals, scopes of work and engagement letters from your templates and the notes from a discovery call. A partner reviews every draft, and anything outside your standard terms is flagged for legal review.
What does AI quoting cost to run?
It depends on how many quotes you send, how tidy your price book is and which tools it connects to. We scope it on a short call and give you a fixed build price and a clear monthly running cost before anything is built.
Pairs well with
Often built alongside.
Let’s map AI Quotes to your workflow.
Bring your call volume, your tools and the part that annoys you most. In 20 minutes you’ll know what it would take — and whether it’s worth doing.
Free · 20 minutes · You talk to Syed · Prefer email? muhammad@sadaat.ca