AI Quoting That Turns a Voice Note in the Ute into a Draft Quote on Your Rates
Talk the job through as you leave site and a draft quote comes back to your phone to check. Ential builds AI quoting that works from site notes, voice notes, photos, plans and measurements and prices it on your rate card with your own inclusions and exclusions.
- Drafts on your own rates, markup and standard inclusions
- Flags missing measurements instead of guessing them
- Nothing reaches the customer until you approve it
Works with the tools you already run
- SServiceM8
- TTradify
- ssimPRO
- AAroFlo
- FFergus
- JJobber
- BBuildxact
- XXero
1Comes in
You, from the ute
Voice note · 0:48
“Bathroom quote for Mark in Ashgrove. Strip out and retile, 6 square metres of floor, walls tiled to 2.1 metres. New vanity, he's supplying the tapware. Didn't get the shower screen width.”
2AI prepares it
- Scope
- Strip out, waterproof, retile floor and walls
- Floor tiling
- 6 m² at your standard tiling rate
- Wall tiling
- Wall lengths missing. Needed to price walls to 2.1 mAsks you, doesn’t guess
- Tapware
- Excluded. Supplied by customer
- Waterproofing
- Included as per your standard inclusions
- Shower screen
- Width missing. Needed before pricingAsks you, doesn’t guess
3You approve it
Your AI assistant
Illustrative example. Yours is built on your rates, your wording and your approval points.
Quotes Get Written at Night After the Real Work
You measure up during the day and write quotes at the kitchen table after dinner. Most advice on how to quote a job assumes you have a desk and a free hour. The longer a quote sits in your head, the more likely the customer goes with whoever replied first.
Site Notes Live in Too Many Places
Measurements are on a scrap of paper, photos are in your camera roll and the customer's wishlist is buried in a text thread.
Every Quote Starts from Scratch
Even with templates, you are retyping line items, inclusions and exclusions for jobs you have priced many times before.
Generic AI Tools Don't Know Your Prices
Paste a job into a chatbot and it will happily invent rates, materials and allowances. That is worse than having no draft at all.
Exclusions Get Left Off When You're Tired
Assumptions and exclusions are the first thing dropped late at night. That is where disputes start once the job is underway.
How a Draft Quote Comes Together
Step 1
Capture the Job Your Way
Send a voice note from the ute, photos, a plan PDF or typed site notes. Whatever you already capture on site is enough to start.
Step 2
Draft It on Your Rate Card
The draft uses your labour rates, materials list, markup rules and standard inclusions and exclusions. It doesn't invent prices.
Step 3
Flag What Is Missing
If a measurement, a material choice or an access detail is missing, the draft says so and asks you, rather than filling the gap with a guess.
Step 4
Approve and Send from Your Phone
Check the draft on your phone, change what you need and approve it. The quote is then created in ServiceM8, Tradify, simPRO, AroFlo, Fergus, Jobber or Buildxact.
What You Get from Every Draft Quote
Quotes Go Out While the Job Is Fresh
The draft is ready soon after you leave site, so you can check it between jobs instead of after dinner.
Every Quote Uses Your Real Rates
Labour, materials, markup and call out rules come from your rate card, not from an AI model's idea of the market.
Gaps Get Flagged Before They Cost You
Missing measurements, unclear access and undecided finishes are listed for you to confirm instead of guessed.
Your Standard Inclusions and Exclusions Go on Every Quote
Your standard terms, assumptions and exclusions are added to every quote type, so the scope is clear in writing.
Quotes Land in the Software You Already Use
Approved quotes are created in your job management software with the right customer, site address and line items. If you already run AroFlo or Fergus as your quoting software for plumbers, the approved quote goes straight into it.
Nobody Types Up the Ute Notes Again
Voice notes, photos and plans are turned into a structured quote record, so the office stops retyping what you said on site.
Set Up for Your Trade
- Roofers
- Painters
- Builders
- Plumbers
- Electricians
- Pool Care Businesses
- Cleaning Services
- Pest Control Businesses
- Carpenters
- Handyman Services
- Mechanics
- Fencing Contractors
- Landscapers
- Air Conditioning Businesses
- Solar Panel Installers
- Lawn and Garden Care
- Pressure Cleaning Businesses
- Window Cleaning Businesses
- Carpet Cleaning Businesses
- Asbestos Removal Businesses
- Renovation Businesses
- Tiling Businesses
- Concreting Businesses
- Skip Bin Businesses
- Earthmoving Contractors
- Locksmiths
- Glaziers
AI Quoting FAQs
How do I quote a job faster with AI, and what does the setup include?
You talk the job through once and check a draft between jobs. For setup, we load your rate card, materials, markup rules and standard inclusions and exclusions. We set up the inputs you use on site, such as voice notes, photos and plans. We connect the approval step to your phone and the approved quote to your job management software. Then we check the drafts against quotes you have already sent until they match how you price.
We already use ChatGPT, why do we need this?
ChatGPT, like any general AI quote generator, doesn't know your rates, your suppliers or your standard exclusions, and it fills gaps with confident guesses. This workflow drafts only from your own rate card, flags what is missing, waits for your approval and writes the quote into your job software.
Will it ever send a quote without me checking it?
No. AI prepares the draft. You approve pricing, scope and anything customer sensitive before a quote leaves the business. You can make the rules stricter for large jobs or new customers.
Does it work as AI estimating software for builders reading plans?
Yes. It can work from plan PDFs, takeoff measurements and photos to draft line items. Anything it can't read clearly, such as a smudged dimension or a missing scale, is flagged for you to confirm rather than estimated.
Which quoting software for tradies, builders and plumbers does it work with?
We connect to the tools you already run, including ServiceM8, Tradify, simPRO, AroFlo, Fergus, Jobber and Buildxact. That covers most quoting software for builders, plumbers and sparkies. During the audit we confirm how your account accepts quotes and line items, before we build anything.
More Jobs to Hand Over
You Approve Anything a Customer Sees
Tell us how the business runs today and we'll show you what to hand over first. These controls are agreed in writing before anything is switched on.
- You approve every price, quantity and scope line before a quote is sent
- Drafts only use rates and materials from your own rate card
- Missing information is flagged for you to confirm, never filled in with a guess
- Variations and anything unusual come to you to decide
- Every draft keeps the source notes, photos and voice note attached for checking