The work/ Sales and customers

Quote Drafter

A draft quotation back in minutes, priced from your own past jobs.

WebReport

What we do

We build a price book out of your history, so staff send what they saw and you correct a number instead of writing the whole thing.

The problem

Every enquiry needs a price and only the owner can price it. Staff take the photos and the measurements, then wait. Two or three days later the quote goes out, to a customer who already said yes to whoever answered first.

The fix

Staff send what they saw. A draft quote comes back in minutes, priced from the company's own past jobs, with its assumptions written on the page. The owner corrects a number instead of writing the whole thing.

How it was built

Past jobs become the price book, so it quotes the way this business has always quoted rather than the way the market does. A job unlike anything quoted before is refused rather than guessed at, and that refusal is the safety.

What it left behind

The price book. It showed them the jobs they had been quietly losing money on.