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Service

Quotes out the same day.

A qualified enquiry becomes a priced quote or a full proposal, built from your own rate card, templates and rules. You review it and send it.

At a glance

  • Built from your rate card, not a generic pricing model.
  • Nothing is sent without a person reviewing it.
  • Works from the enquiry the chat or voice agent has already qualified.
  • Rules cover the jobs you price differently, and the ones you do not take on.
  • Part of the same six to eight week install.

The fortnight between the visit and the quote

For most services businesses the delay is not in answering the phone. It is in the evening admin: the site visit happened, the numbers are in a notebook, and the quote goes out when somebody finds two clear hours. Meanwhile a competitor has already sent theirs.

What we build

  1. Your rate card, written down properly. Labour, materials, call-out, the uplifts you apply and when.
  2. Your templates. The quote or proposal your customers already recognise, with your terms.
  3. Your rules. What needs a survey first, what gets declined, what has to reach you before it goes anywhere.
  4. The review step. The draft lands with you priced and formatted. You change what you want and send it.

What it does not do

It does not price work nobody has specified, and it does not replace judgement on a complicated job. Anything outside the rules it has been given is flagged rather than guessed at.

Price

Full proposal generation sits in the Full System package. Install fee is one-off; the monthly covers hosting oversight, monitoring, monthly measurement and continuous improvement. Rate-card quoting on its own starts in Respond & Quote, on the pricing page.

Quoting and proposals

Full System

Quoting, proposals and the operating rhythm around them.

£1,450 /month
+ £7,500 install
  • Everything in Respond & Quote
  • Full proposal generation
  • CRM integration and pipeline reporting
  • Multi-service or multi-site rules
  • Quarterly review with Steve
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Honest about the evidence

There is good evidence that replying faster wins more work. There is, as far as we can find, no published study showing that a faster quote does the same. It is a reasonable inference from the reply-speed research, and we treat it as an inference. See the evidence page.

Straight answers

Questions about automated quoting.

Does it send quotes without us seeing them?

No. Every quote is drafted for review. You decide what goes out. Clients who later want certain simple jobs to send automatically can turn that on for those jobs only.

Our pricing is not that simple.

Most are not. The build starts by writing down how you actually price, including the judgement calls. Where a job genuinely needs a person, the rule says so and it comes to you instead.

What if our rate card changes?

You update the rate card and the quotes follow it. Clients on the Operations Partner tier get the rules reviewed and tuned quarterly.

Will it work with our existing software?

That is what the fit assessment answers. The question is whether your systems can be reached by software. A well-suited job on ordinary technology beats a badly-suited one on brilliant technology.

Find out if it fits.

Twenty minutes, no pitch. Bring an example quote and we will talk about what it would take to build it.

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