AI Quote Generation for Trades

WhatsApp voice note, WhatsApp text, a web form or email, depending on how you configure the intake channels. The AI reads or transcribes each format and extracts the job scope from all of them. Most customers use the voice note channel — they speak as they would on the phone and the quote arrives before they finish their coffee.

For the job types you train it on — the 80% of your enquiries that follow known patterns — yes. For unusual or high-complexity jobs you set a review threshold: the system flags those for a 60-second human check before dispatch. The calibration in Week 3 of the process is precisely to establish where that threshold sits for your business.

The AI identifies the gaps and sends an automatic clarifying question — via WhatsApp or email — before building the estimate. You define how many clarifications are acceptable before a human takes over. The goal is never to send a quote based on assumptions that could cost you money.

Yes. The AI operates 24/7. A homeowner who sends a voice note at 9pm on a Sunday receives a professional branded estimate before 9:03pm. That speed advantage is most valuable exactly when your competitors are unavailable.

We integrate directly with Xero and QuickBooks via their official APIs, and with other tools via Zapier or a direct webhook. When a quote is accepted and signed, the job is created in your accounting or job management software automatically. No double entry.

Yes. The voice notes and job descriptions are processed with a legitimate interest or consent basis, stored on UK or EEA-hosted infrastructure, and deleted after the configured retention period. No customer data is used to train any third-party model. The ICO's guidance on AI and data protection is the framework we follow.

Yes. Your rate card is stored in a simple spreadsheet or configuration file that you can edit directly. The AI picks up the new rates on the next quote run. For more complex changes — new job categories, new materials — we provide a 30-minute update session as part of the monthly retainer.

As a PDF with your logo, firm name, address, VAT number and T&Cs, delivered by WhatsApp or email with an electronic signature link. The customer can accept, decline or ask a question directly from the message. Accepted quotes trigger the job creation in your back-end tools automatically.

Speed wins a disproportionate share of jobs. Research consistently shows that the first credible, professional quote receives a higher acceptance rate — homeowners use speed and professionalism as a proxy for reliability. Sending a quote in three minutes instead of three days is not just convenient; it signals that your firm operates at a different level. The conversion rate data from our sister brands confirms this.

We spend 60-90 minutes mapping your current quoting process: how enquiries arrive, who writes the quotes, how long it takes, which job types dominate and what your current acceptance rate is. We collect your rate card and sign off on the automation threshold. At the end you have a written process map and a clear picture of where the AI will generate the most value. It is included in the setup fee.