How does the AI know my pricing and rates?

You set up your pricing database with labour rates, materials costs, markup percentages, and margin rules. The AI uses this data to build accurate quotes. You can update pricing anytime, and the AI immediately uses the new rates for all future quotes.

Can I customise the quote PDF design?

Yes. You upload your logo, choose brand colours, and set your preferred layout. You can include company details, terms and conditions, payment terms, warranty information, and any other standard content. Multiple templates for different job types are supported.

How does the follow-up system work?

After sending a quote, the AI tracks whether the customer has opened it. If they haven't responded, it sends polite follow-up emails at intervals you choose — typically 2, 5, and 10 days. Each follow-up is slightly different and can include a special offer or deadline.

Does it integrate with my job management software?

Yes. We integrate with popular job management and CRM systems including ServiceM8, Tradify, Fergus, simPRO, AroFlo, Jobber, HubSpot, and Salesforce. Accepted quotes can automatically create jobs in your system.

How does e-signature acceptance work?

Customers receive the quote via email with a "View & Accept" button. They review the quote in their browser and sign digitally. The signed quote is stored as a PDF and can trigger job creation in your management system. It's legally binding under Australian electronic transactions law.

Can I set different margin rules for different job types?

Yes. You can set minimum margins, target margins, and maximum discounts for each job type or customer category. The AI enforces these rules and alerts you if a quote falls below your thresholds. You can override with approval.

AI Job Quoting

Send Professional Quotes in Minutes, Not Hours

From enquiry to branded PDF quote in under 10 minutes. AI handles pricing, materials, labour calculations, and follow-ups — so you win more jobs while spending less time quoting.

Automate Your Quoting View Case Studies

The Numbers Behind AI Quoting

Faster quotes win more jobs. AI quoting gives you the speed advantage.

74%

faster quote turnaround

AI generates professional quotes in minutes instead of hours. Faster quotes mean you respond first — and the first responder wins 78% of jobs.

31%

higher win rate

Businesses using AI quoting win more jobs. Faster response, professional presentation, and automated follow-ups close the gap between enquiry and commitment.

5.2 hrs

saved per week on quoting

The average tradesperson or service business spends 5+ hours weekly on quotes. AI handles the heavy lifting so you can focus on billable work.

How AI Job Quoting Works

Four steps from customer enquiry to accepted quote.

Enquiry Comes In

A lead enquires via phone, email, or web form. The AI captures job details, asks qualifying questions, and gathers the information needed to quote accurately.

AI Builds the Quote

The AI references your pricing database, materials costs, labour rates, and margin rules to build an accurate quote. It factors in job complexity, travel, and any special requirements.

Professional PDF Generated

A branded, professional quote PDF is generated with your logo, terms, itemised pricing, and e-signature capability. Ready to send in minutes, not hours.

Auto-Send & Follow Up

The quote is emailed to the customer with a one-click accept button. If they don't respond, the AI sends polite follow-ups at intervals you set.

Complete Quoting Automation

Everything you need to quote faster and win more jobs.

Template Library

Pre-built quote templates for your common job types. Customise with your branding, terms, and standard inclusions. New templates from scratch in minutes.

Dynamic Pricing

AI adjusts pricing based on job size, complexity, materials, travel distance, and your current workload. Protect margins while staying competitive.

Materials & Labour Calc

Automatic calculation of materials quantities, labour hours, and equipment costs. Pull real-time pricing from supplier catalogues or your own price lists.

Margin Protection

Set minimum margin rules the AI enforces. It warns you if a quote falls below your threshold and suggests adjustments to maintain profitability.

E-Signature

Customers accept quotes with a digital signature — no printing, scanning, or posting. Legally binding and stored securely for your records.

CRM Sync

Quotes sync automatically with your CRM. Track pipeline value, conversion rates, and quote-to-job ratios. No double data entry.

Follow-Up Sequences

Automated follow-up emails at 2, 5, and 10 days after sending. The AI adjusts messaging based on whether the quote has been opened or viewed.

Branded PDFs

Every quote features your logo, brand colours, and professional layout. Include photos, scope of work, timelines, and payment terms.

AI Quoting vs Other Methods

See how AI quoting compares to basic software and manual processes.

Feature	AI Quoting	Basic Quoting Software	Manual Process
Quote in Under 10 Minutes
Dynamic Pricing
Auto Follow-Up
E-Signature Accept
Margin Protection
CRM Integration
Materials Calculator
Pipeline Analytics

AI Quoting for Your Industry

Custom quoting workflows for the specific needs of your trade or profession.

Frequently Asked Questions

Everything you need to know about AI job quoting.

Win More Jobs with Faster Quotes

Stop losing jobs to slow quotes. Let AI generate professional proposals in minutes while you focus on the work that pays.

Automate Your Quoting Call (03) 9003 0111

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