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For contractors · Quoting

Branded proposals in 10 minutes. Not three days.

Your rep finishes the in-home, enters six numbers on their phone, and the AI generates a fully branded proposal in your voice: pricing, warranty, scope, the works. Sent before the homeowner's morning coffee.

$4,500 setup + $400/mo

Why this matters

The single biggest reason contractors lose deals after the in-home is that the proposal arrives three days later. The homeowner cooled off, got another bid, and forgot what excited them in the first place. Whoever delivers first is far more likely to win the job, almost regardless of price. Traditional proposal generation eats one to three hours of rep time per deal, then waits in a queue, then the homeowner waits a few days more. This collapses that to minutes.

What it costs

One price, fixed before we start.

AI-Assisted Quoting

$4,500 · $400/mo

Mobile spec entry in the driveway, a fully branded proposal in the homeowner's inbox before the rep gets back to the shop.

The setup fee is higher than anything else on this page because most of it is modelling your pricing. Multi-tier square-foot rates, regional tax overlays, labour multipliers by crew, warranty and scope boilerplate. The AI drafts against your rules and the rep approves before anything sends.

That is the price you pay, agreed before anyone starts. Take more than one system and the setup drops; the ladder is on the pricing page.

What the system does

Everything this system ships with.

Mobile spec entry, 90 seconds in the driveway

The rep opens the app and enters rough size, material choice, options, and photos. The AI handles everything after that.

Pricing rules from your business

Your rates, your markups, your discount logic. Multi-tier pricing, regional taxes, labour multipliers, modelled accurately rather than approximated by a template.

Branded proposal in 60 seconds

Full-colour, on-brand: cover page, scope of work, pricing breakdown, warranty terms, financing options, signature block.

Delivered same day

Email and text with the PDF and a mobile-viewable link. Most homeowners see it within 15 minutes of the rep leaving the driveway.

Tracks opens and engagement

You see when it was opened, how long they spent on each section, and when they signed.

The rep stays in control

Any line can be edited before sending. The AI drafts, the human approves, nothing goes out unseen.

From in-home to the homeowner's inbox in 12 minutes

Carl, your top rep, runs a roof estimate at 4:00 PM. The old workflow: he gets back to the truck, calls the office, dictates specs, sales support builds the proposal Friday, the homeowner sees it Monday. The new one:

4:48 PM

Carl finishes the in-home and opens the app in the driveway.

4:49 PM

He enters roof sqft, material, tear-off, gutters, and whether financing was offered.

4:51 PM

AI generates a 6-page proposal with the homeowner's name, the photo Carl took, your branded cover, pricing breakdown, warranty terms, and financing options.

4:52 PM

Email lands in the homeowner's inbox. A text fires to their phone with a mobile link.

7:10 PM

Homeowner opens it. Dashboard shows: opened, 11 minutes of view time, e-signed.

Carl's two competitors who quoted that morning send their proposals Monday. By then the deposit is paid.

Plugs into your existing pricing, branding, and signing tools

Reads your pricing rules from wherever they live today, uses your branding, and works with the e-signature and financing tools you already have.

Your existing pricing spreadsheets and rulesYour existing branding assetsDocuSignPandaDocBoldSignGreenSky (financing)Service FinanceFoundation FinanceJobNimbusAccuLynxServiceTitanHubSpot

What you get with setup

    A proposal template built from your existing branding and language
    Pricing rules engine: your rates, add-ons, discounts, and tax logic
    Warranty and scope-of-work boilerplate library
    Mobile app for spec entry in the field
    E-signature and financing integration
    30 days of tuning so proposals read in your voice
    Monthly dashboard: proposals sent, time to send, open rate, sign rate

Questions

What contractors ask about this system.

What if my pricing is complicated (tiered, regional, custom)?

We model whatever logic your team uses today, however awkward. Fourteen-tier square-foot pricing, regional sales-tax overlays, labour multipliers by crew. The AI applies the rules and your team approves the edge cases.

Can the rep tweak the proposal before sending?

Yes. The AI drafts, the rep reviews on their phone in about thirty seconds, then taps send. Any line can be edited, including the price.

What about complex jobs with multiple buildings or scopes?

Supported. Spec entry handles multiple sections and the proposal renders them as separate line items in one document.

Will the AI invent things to fill space?

No. Everything comes from your pricing rules, your warranty library, and your boilerplate. A missing spec stays blank for the rep to fill rather than getting guessed at.

What's the actual time saving?

It's built to save one to two hours per proposal. For a team doing fifteen a week that's a lot of rep time back. The bigger gain is speed: same-day instead of three days later, which is what decides the deals where speed decides anything.

Let's talk.

Thirty minutes to walk through how your business actually runs and tell you honestly whether this would move the needle. Plenty of those calls end with us saying not yet.

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