02 Quotes Entry 46 Office
Draft the quote from our price book, a walkthrough video or site photos
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“Draft a quote for the Elm St job from the video I just sent, priced from our price book. Show me every line before it goes on the board.”
- You text“Draft a quote for the Elm St job from the video I just sent, priced from our price book. Show me every line before it goes on the board.”
- It readsYour price book in Google Drive or Google Sheets, your job board, Gmail or Outlook for the inquiry.
- What stays yoursEvery price. What makes it into scope. The send.
- You getA quote you only have to check, sitting as a draft on your board, with the scope it saw and the past quotes it compared.
- What it does
- Send it a walkthrough video, a set of site photos, or just the customer's name and the work, and it drafts the quote. It lists the scope it saw, room by room, and prices every line from your own price book: your rates, your wording, your margins. It pulls in what you already have on the job (the inquiry email, the photos, the site notes) and shows you the last quotes you did for similar work, so you can see what you charged. Nothing is invented. Every line is shown to you before it reaches your job board.
- What stays yours
- Every price. What makes it into scope. The send.
- What it connects to
- Your price book in Google Drive or Google Sheets, your job board, Gmail or Outlook for the inquiry.
- What you get
- A quote you only have to check, sitting as a draft on your board, with the scope it saw and the past quotes it compared.