Auto-Quote

Your prices, given while the customer is still in the conversation

You already know what a water heater swap runs. You know what a pump-out costs and where a service call starts. Auto-Quote takes what you already know and writes it down once. Job types, price ranges, and the conditions that move a number up or down.

From then on, the assistant quotes standard work inside those rules on calls, on texts, and in website chats, while the customer is still in the conversation. Not a callback tomorrow. A number now, from your rules, followed by a slot on your calendar.

Anything the rules do not cover gets booked as an estimate visit instead of a guess. The assistant never invents a price. It quotes your numbers or it books your eyes onto the job. Built for HVAC, plumbing, septic, and restoration shops.

"Someone will call you back with a price" loses jobs

The customer asking what it costs is usually ready to book. Send them off to wait for a callback and some of them keep shopping. The first shop that gives a number gets the job. The quote that never went out is an unanswered call with extra steps, and it leaves the same hole in your month.

The fix is not quoting everything. It is quoting the standard work you already price the same way every week, and getting your own eyes on everything else. That line between the two is yours to draw, and the assistant holds it.

The quote that never went out is one leak of five. Run the full numbers on the homepage, or put your own numbers in the calculator.

Rules once, quotes every time

• You set the rules once. Job types, ranges, and conditions. A water heater swap runs this range. After-hours starts here. Crawl-space access adds this. You approve the whole sheet before a single quote goes out.
• It quotes inside them. On calls, texts, and website chats, standard work gets a number from your rules while the customer is still in the conversation. Then it books the job.
• Everything else becomes an estimate visit. Work outside the rules is never priced on the spot. It goes on your calendar for a real look, and the customer gets a time instead of a guess.

What that does for your shop

• Prices standard work from your rules, in the conversation, at any hour.
• Holds the same rules on calls, texts, and website chats.
• Books anything outside the rules as an estimate visit, never a guess.
• Logs every quote with the call recording and the transcript.
• Takes a rule change once and holds it everywhere from the next conversation on.

The audit trail is the point. Every number the assistant gives is your number, and you can prove it. Pull the quote, hear the call, read the transcript. If a range needs to move, you move it once and the whole desk moves with it.

Fair questions, plain answers

What if my prices change? You change the rule and it holds from the next conversation on. No reprinting a price book. No hoping everyone remembers.

What if a customer pushes for a number on an odd job? It holds the line politely. No number without a rule behind it. It books the estimate visit and gives the customer a time instead.

How do I know it quoted right? Every quote sits in the log next to the call recording and the transcript. You can audit any number it has ever given, whenever you want.