The Problem
Imagine you just finished a call with a homeowner who needs a new roof repair. You spend the next hour writing down every material, labor hour, and tax rate before you can send a quote. While you’re typing, the customer’s interest fades and they start looking at other companies.
For a plumber, a missed quote means a clogged pipe stays unfixed, an angry customer, and a lost paycheck. The same story repeats for HVAC technicians, electricians, and any service business that relies on quick estimates.
How It Works
When the call ends, the AI reads the conversation transcript and pulls out every service, part, and quantity mentioned. In seconds it builds a clean, line‑item quote that includes tax and a “valid‑until” date.
You open the draft on your phone, make any quick tweaks, and tap “Send.” The customer receives a mobile‑first page that shows the quote, lets them choose a good‑better‑best option, and approve with a typed name – no login needed.
As soon as the customer taps Approve, the system creates a job card, adds it to your schedule, and prepares an invoice that matches the approved numbers. All of this happens automatically, so you move straight to the work.
What It Means for You
Speed: Quotes are ready in minutes, not hours, so you lock in more jobs before the competition can respond.
Less admin: No more copying numbers from a call note into a spreadsheet. The job, schedule, and invoice appear automatically, freeing you to focus on the field.
Predictable cash flow: Customers pay a deposit at quote approval, and the full invoice follows the job, reducing missed payments.
Getting Started
1. Record your next service call using the built‑in call or chat feature.
2. After the call, open the AI‑drafted quote on your phone, confirm the line items, and hit Send.
3. Watch the customer approve the quote, then see the job appear on your calendar ready to be assigned.