Use cases/Construction and industrial/AI quoting
AI quoting for trades, wholesalers and service businesses
AI quoting means a draft quote produced from whatever the job arrived as: a site visit, an email or a photo of a handwritten list. It uses your own pricing and template, and a person checks and sends it. The quote goes out the same day instead of four days later, and the owner gets their evenings back.
Talk to our team →- Supports
- Quoting clerk
- Reads
- Site notes, Customer emails, Photos, Price lists
- Runs on
- Your servers, on premises
- Connects to
- simPRO, ServiceM8, Tradify, AroFlo
- Decides
- A person, every time
Architecture
Everything runs on your servers
We build it inside the system you already use. simPRO, ServiceM8, Tradify, Unleashed or Cin7 stays the system of record. The draft appears where quotes always lived.
- SourcesSite notes / Customer emails / Photos / Price lists
- Your serversRead the request → Match to price list → Draft the quote
- ReviewQuoting clerk
- OutputQuotes from site notes and photos / Quotes from customer emails / Customer specific pricing applied / Follow up
It takes four jobs off the quoting clerk
- 01
Quotes from site notes and photos
Voice notes, photos and a rough scope from the site visit become a draft quote in your template. It is priced from what you charged and won with before.
- 02
Quotes from customer emails
The system reads an email or PDF request and matches it to your products and pricing rules. The rep who owns the customer confirms the draft.
- 03
Customer specific pricing applied
Contract rates, customer tiers and negotiated prices come from your system rather than a spreadsheet. The draft uses the right prices the first time.
- 04
Follow up
Open quotes are chased at the right time, in your voice, with a person approving each message before it goes.
It goes live in five steps
- Step 01
Pull your pricing and past quotes
Won and lost quotes, customer pricing and current supplier rates from the platform you already run. This is what the drafts are built from.
- Step 02
Test on last quarter's quotes
Draft the quotes you already sent and compare. That shows the error rate and which job types to start with.
- Step 03
Draft from whatever arrives
Site notes, photos, emails or a PDF request become a draft in your template, inside your platform, priced from your own history.
- Step 04
A person checks and sends
The owner or rep reviews the draft, adjusts and sends. Review takes about ten minutes instead of an hour. Nothing goes to a customer unreviewed.
- Step 05
Follow up runs on a schedule
Open quotes are chased at the right interval in your voice, with each message approved before it goes.
Software or a custom build
Most job management and inventory platforms now have quoting built in and are adding AI to it. If your quotes are simple and your pricing lives in the platform, use that first. A build makes sense in three cases. Your pricing rules are specific to you. Requests arrive in messy formats. Or a quote needs data from several systems.
simPRO / ServiceM8 / Tradify / AroFlo / Fergus / Unleashed / Cin7 / Xero
In practice
For a meat distributor, quotes and sales orders are drafted by an agent from the customer's text or WhatsApp message, priced from the product database the business already keeps.
For tenders and larger construction work, the same approach becomes AI estimating. For the question of whether AI can do the quoting at all, read our guide. How we work with trade and wholesale businesses has its own page.
Questions
Will AI quotes sound like us?
Yes. Drafts are built from your own past quotes, pricing and template. Nothing goes to a customer without someone in your business approving it.
We use ServiceM8 or simPRO. Does this replace it?
No. Your platform stays the system of record and the drafts appear inside it. What we remove is the manual work before and after.
How fast can quotes go out?
Typically the same day as the site visit or the enquiry. The draft is usually waiting by the time the person is back at a desk or a phone.
What does AI quoting cost to set up?
A single quoting workflow against one platform usually falls in the range of a single automation build in our pricing guide. We scope it after the intro call and quote it fixed before it starts.
Industries where this comes up
Trades / Wholesale / Manufacturing
More construction and industrial use cases
Estimating / Procurement / Ordering / Tendering / Payables / Billing and receivables / Document search
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