From “how much?” to a quote in your customer’s inbox.
If you regularly quote for services with set prices, we can automate that task. The system asks for the details, calculates using your rates, creates the document and sends it. AI helps understand the customer’s request. We can start with one service, without you approving every quote that meets your rules.
A free, no-obligation introductory conversation. We arrange a day and time on WhatsApp.
A quote calculated, sent and scheduled for follow-up.
With complete details, rates and tax settings configured and validated in advance, the system calculates the quote, generates the PDF and sends it. It records the status and schedules follow-up. It asks for missing details; if the job falls outside the agreed rules, it requests help. If a person is needed, the customer is told why and informed that someone will continue the conversation.
The job and customer details are completed.
The price is calculated using the configured rates and rules.
A PDF is generated and sent, the quote is recorded and follow-up is scheduled.
Let’s discuss it in 30 minutes. We arrange a day and time on WhatsApp.
Quote sent
The result: PDF sent · follow-up scheduled
View the example screen
View larger example ↗Demonstration screen with fictional data. Tailored to your business.
How we can help
The details you need
Ask the right questions through WhatsApp, email or a form.
Quotes ready and sent
Calculate using your rates, create the document and send it when the agreed conditions are met.
Organised follow-ups
Track the status and send agreed reminders when a quote is still pending.
Small improvements that make sense
- Ask for job details through WhatsApp, email or a form.
- Create a record of the customer and their request.
- Calculate amounts using your rates and rules.
- Generate the PDF document.
- Send the quote and record the date automatically.
- Send agreed reminders for unanswered quotes.
A maintenance business prepares similar quotes regularly.
A customer requests a job covered by the price list: two hours at €40 and €40 of materials. The system calculates a €120 subtotal, applies tax settings configured in advance, generates the PDF and sends it. It records the quote and schedules follow-up. If the job needs a visit or falls outside the price list, it explains that an assessment is needed and notifies the professional. These are fictional amounts to illustrate the process.
Illustrative scenario. This is not a client case study or a guarantee of results.
AI understands the request. Your rates set the price.
AI turns what a customer says into an organised enquiry and asks for missing details. Calculations use your prices and rules; the quote is then generated and sent when the agreed conditions are met.
A simple example
A customer requests maintenance for two computers. AI identifies the service and quantity, requests the customer’s details and triggers calculation and sending using your configured rates.
How it works and when it asks for help
Quotes within the authorised scope do not need individual manual approval. If it cannot resolve the request with the available information and tools, it explains the problem to the customer and lets them know a person will continue the conversation.
One possible journey
Details are completed
Your rates are applied
The document is generated
The quote is sent and recorded
Follow-up is scheduled
You might
be wondering…
Can quotes be calculated and sent automatically?
Yes, when the job fits the configured rates, details and conditions. If it requires a visit, diagnosis or assessment outside those rules, the system tells the customer and asks for intervention.
Do I need to automate the whole process?
No. We can start with one task and expand later. We define the scope so each agreed step runs automatically within its conditions.
Other solutions that may help
Your next improvement
starts with a conversation.
A free, no-obligation introductory conversation. We arrange a day and time on WhatsApp.