Quote & estimate automation
The agent drafts quotes from the job details and your price book, sends them after your approval, and follows up until there's an answer.
The problem
Writing an estimate takes 20 to 30 minutes, and most estimates are structurally identical: same services, same price book, different address.
Quotes that go out late lose. The first business to respond usually wins the job, and a quote sitting in a drafts folder overnight is how work goes to a competitor.
Follow-up is where estimates die: sent once, never chased, marked lost.
How the agent runs it
Intake
Job details arrive from a call summary, a form, or a site-visit note. The agent extracts scope, location, and timing.
Draft
The quote is assembled from your price book and your past quotes for similar jobs, formatted on your template.
Approve and send
You review the number, adjust if needed, and it goes out. Nothing is sent without your sign-off.
Follow up
Scheduled follow-ups run until the customer answers. Replies land back with you.
Human in the loop
Where your team stays in charge
Pricing is yours. The agent never invents a rate: it drafts from your price book, and every quote waits for your approval before sending.
Work arrives
invoice · ticket · email
Passcut agent
reads · codes · prepares
Your team approves
one click · always human
Done, filed
in your system
Anything unclear goes straight to a person
What changes
Typical before and after for this workflow. We measure your baseline during the audit and commit to numbers per engagement.
| Before | With the agent | |
|---|---|---|
| Time per quote | 20–30 min each | 2–3 min review + approve |
| Response time | Next day, if not later | Same hour |
| Follow-ups | Once, sometimes | Scheduled until answered |
| Quotes per week | Capped by admin time | Capped by demand |
Connects to what you run
- Jobber
- Housecall Pro
- ServiceTitan
- QuickBooks
- Gmail / Outlook
- Google Drive
Different stack? We integrate through the official API first, exports and email second, browser automation last. The audit tells you where your tools sit before you spend anything.
Common questions on this workflow
We price by experience, not a price book.
Then we build the price book first, from your past quotes. That exercise alone is usually worth it: it shows where your pricing is inconsistent.
Can it handle site-visit photos and measurements?
It can extract from notes and photos into the draft. Judgment about site conditions stays with your estimator.
Related: Invoice processing automation · Receipt & expense data extraction · AP approval workflow automation
See what quote & estimate automation would save you
45 minutes. We map the workflow as you run it today, estimate the hours an agent returns, and quote the pilot. No obligation.