Operations
Supplier quote comparison
A purchasing tool that pulls supplier quotes from email into one like-for-like table, with freight, lead times and terms side by side.
Custom app
Operations · Automation
Quote-to-job handover
AI quote-to-job handover for trades and contractors
When a quote is accepted, the job is created with scope, materials, deposit and site notes, so the crew turns up knowing what was promised.
01 today
The problem
The estimator promises things on site that never reach the job sheet. Accepted quotes sit in an inbox while the customer waits to hear a start date. Materials are ordered late and the crew discovers access problems on the day.
02 the run
What the AI does
- Step 1: Watches for accepted quotes and signed approvals in ServiceTitan, Jobber or your inbox.
- Step 2: Creates the job with the full scope, special requests and site notes taken from the quote and emails.
- Step 3: Builds a materials list and drafts purchase orders for items not in stock.
- Step 4: Raises the deposit invoice in Xero or QuickBooks and sends it to the customer.
- Step 5: Proposes start dates based on crew calendars and confirms the booking with the customer.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The operations lead checks the job and materials list before purchase orders are sent and before a start date is confirmed.
04 after
What changes
Nothing promised in the quote gets lost on the way to the job. Customers hear back quickly and crews arrive prepared.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Working with teams in the United States, United Kingdom and Australia.