Solutions / Deep custom
Quotes drafted the same day, priced the way you would price them.
An agent that turns an enquiry, a site photo or a drawing into a priced quote using your own rates, materials and margins, ready for you to check and send.
The loop
How it works
From a rough request to a priced quote
Six steps, from the first event to the result. Choose a step to read what happens in plain words, how it is built, and what keeps it right.
Step 1 of 6
A request comes in
In plain words
A customer sends a WhatsApp voice note and three photos of a leaking roof, or emails a plan. That is where the quote starts.
Safeguard The original voice note, photos and messages are kept unchanged, so every quote can be traced back to what the customer actually asked for.
Under the hood
It is built so that everything about one job lands in one place. Voice notes are transcribed to text, photos and drawings are kept as attachments, and a follow-up email from the same customer joins the same enquiry instead of starting a new one. The original files are stored unchanged next to the transcript, so you can always check what the customer actually said or sent.
Works with
It scopes the job
In plain words
It works out what the job is and what is still missing, like the length of a wall or whether a bakkie can get to the back, and asks the customer.
Safeguard A measurement read from a photo is marked as an estimate and is not priced until the customer or you confirm it.
Under the hood
The language model reads the transcript, photos and messages against a checklist written with you for each kind of job, such as what a geyser swap or a re-roof needs before it can be priced. It fills a fixed set of fields (job type, quantities, measurements, access, timing) and marks each one as stated by the customer, read from a photo, or missing. Missing items become short questions to the customer, chosen from a list you approved.
Works with
Needs a site visit: goes straight to step 05, You check and approve.
It picks the line items
In plain words
It writes the job up the way you would: which materials, how much labour, which call-out fee. It can only choose from your own price list.
Safeguard The language model never writes a price or does a sum. It can only choose items that exist in your price list, and each one needs a reason.
Under the hood
The agent maps the scope onto your price list. It may only pick items by their code in your list, each with a one-line reason tied to the scope. Its answer must match a schema (a fixed, checked format), so a code that is not in your list is rejected and sent back. Quantities the customer stated are copied across as given. Anything worked out, such as tiles from a roof area, is calculated by code from the coverage and waste allowance in your rules.
Works with
- Your price list
It prices from your list
In plain words
Each line gets its price from your own list or the latest supplier price file, with your labour rates and markup. Nothing is priced from a guess.
Safeguard A line it could not price stays blank and flagged. The quote cannot be approved until you price that line yourself or take it out.
Under the hood
Pricing is ordinary code, not the language model: quantity times the rate in your price list or the latest supplier price file, then your labour rules, markup and rounding, always in that order. The same inputs always give the same total. Each line records which price file and which date its price came from. A supplier price older than the age you set is flagged, and an item that is not on your list is shown as not priced instead of being estimated.
Works with
- Your price list
- Supplier price files
You check and approve
In plain words
You see the quote exactly as the customer would, with a short note on what it assumed. Change a line, approve it, or turn the job down.
Safeguard Only you can approve a quote or a discount. The agent has no step that sends a quote without your approval attached.
Under the hood
The quote arrives as the finished, branded document with a cover note on its assumptions and the flags first: unpriced lines, old supplier prices, and lines waiting on a measurement estimated from a photo, which code prices once you confirm it. A job the agent marked as needing a site visit arrives unpriced, so you can book the visit instead of quoting blind. You can change any quantity, price or line, or reject the quote with a reason. Your changes are kept, and the ones that repeat show which rule needs fixing.
The quote goes out
In plain words
The customer gets a tidy quote in your branding on the channel they used. If they change their mind about the job, a new version is drafted for you to check.
Safeguard A quote the customer has seen is never edited in place. A changed scope makes a new version, which goes through your approval again.
Under the hood
On approval the quote is sent as a PDF on WhatsApp or by email and saved to Sage. Every quote has a version number. When the customer changes the scope, the agent drafts the next version from the last one and shows you only the lines that changed. The earlier version is kept exactly as it was sent. A quote that goes quiet gets a follow-up drafted after the number of days you set, and it waits for your approval like the quote itself.
Works with
- Sage
Scope changed: goes back to step 02, It scopes the job.
What it knows
Your price list, your supplier price files, your labour, markup and rounding rules, and a checklist written with you for each kind of job. For each quote it reads only that customer’s messages, voice notes, photos and drawings.
What it may do on its own
Transcribe and read a request, ask the customer for missing details from your approved questions, choose line items from your price list and prepare the quote document. Prices and worked-out quantities are calculated by code, never by the model.
What waits for your yes
Every quote and every new version before it is sent, every follow-up on a quiet quote, any line it could not price, any measurement guessed from a photo, any discount, and any job it thinks needs a site visit.
How we test it
Before it goes live, jobs you have already quoted are run through it and its quotes are compared with yours line by line. The test set includes the awkward ones: a blurry photo, a voice note that switches between Afrikaans and English, a job you do not do. It then starts in draft-only mode.
What we measure
Once it is live, these are tracked and reviewed with you.
- Time from request to a quote ready to approve
- Quote lines you changed before sending
- Quotes accepted, declined or gone quiet
What you get
- Your price book and rules built in
- Quotes from photos, plans or a conversation
- Branded quote documents
- Follow-up on quotes that have gone quiet
Works with
- Your price list
- Supplier price files
- Sage
Who it is for
Trades, installers and manufacturers who lose work because the quote went out late.
Built to order. We scope it with you on a call, price it before any work starts, and run it in draft mode until you trust it.
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