Canadian Intelligence AgencyBook my free callQuote requests into drafts
Quotes drafted the same hour.
A quote request comes in from the site. The AI reads it, matches it to your own price book and past quotes, drafts the quote, and puts it in front of a person to approve. The customer hears back the same hour instead of Thursday.
Sound familiar?
Quote requests sit until the estimator is back from site. Thursday night they type eleven of them from memory and a rate card. By then four customers have taken the first number they got.
The pricing is not the hard part. You have done this a thousand times and the pattern is in your past quotes. The hard part is doing it the same hour the request lands.
What runs.
- Every request read and matched to your own price book
- A draft quote waiting for one click, with its working shown
- The customer told the same hour that a quote is coming
- Requests missing information asked for it automatically
- Nothing priced goes out without a person approving it
A morning, logged.
What the person who owns this reads with their coffee. Example entries, invented.
| 9:10 | request: fence, 120 ft, Oakville, photos attached | read |
| 9:11 | matched to 4 past fence quotes; draft at your rate card | drafted |
| 9:11 | draft in the approve list; customer told a quote is coming today | waiting |
| 9:42 | request: 'custom pergola' with no dimensions | replied |
| 9:42 | asked for dimensions and a sketch; held | waiting |
| 10:05 | request matches a client with an open balance | flagged |
| 10:20 | you approved the fence draft; sent as PDF | done |
Behind the curtain.
What a person sees
A list of drafts waiting for approval, each with the request, the matching past quotes and the numbers it used. One click sends.
What it may do alone
Reads, matches and drafts. Never sends a price without a person approving it.
Who answers for it
Runs on your price book and your past quotes, in your accounts. Every draft keeps the request that caused it.
Whose work changes
The estimator approves drafts instead of typing them. The customer hears back while they are still looking.
- draft in the approve list; customer told a quote is coming todayDecide
- asked for dimensions and a sketch; heldDecide
- request matches a client with an open balanceDecide
These four questions are our doctrine. They are answered in writing for every system before it runs.
The target we would agree.
Written down before we build. Measured against your own check.
Every quote request acknowledged within the hour and a draft in front of the estimator the same day, with the estimator's time per quote cut in half.
On every build, we agree on a target with you before we start. If we miss it, we keep working at no extra cost.
Three questions.
Will it send a wrong price?
It cannot send at all. A person approves every draft. The draft shows the past quotes and the rate card lines it used, so a wrong number is obvious before it goes.
What if my pricing is in my head?
Then the first week is getting it out: your past quotes plus an hour with you. That becomes the price book it drafts from, and it is yours to keep.
What tools does it need?
Your inbox or form tool, wherever past quotes live (PDFs, a spreadsheet, QuickBooks), and a calendar. It works inside those.
Book my free call.
Four quick questions so the call is about your pile, not ours. We reply within one business day.
Start with the Assessment.
At that budget the best first step is a written plan you keep: where the hours go, ranked by payoff, with your doctrine page. We'll bring that to the call instead of a build. Or learn to build it yourself at YourFuse Academy.