SMART QUOTE AI FOR SERVICE BUSINESSES
Invite-only previewFrom client brief to sent quote, without leaving the conversation.
Smart Quote AI opens each client as a thread. It reads their history, your past jobs, your rates and materials, then drafts the quote. You send it. Your field service and accounting software are updated as the quote progresses.
Draft a quote for removing the old kitchen, replumbing under the sink, and installing the units she sent over.
Pulled her last two jobs, your standard kitchen rate from January, and current material prices.
Three steps. No detours.
Open the client
Pick the client from the rail or add a new one. It syncs to your CRM either way.
Ask in plain words
Smart Quote AI reads their history, your past jobs and your rate library so you do not have to.
Send the quote
Edit inline, send from Smart Quote AI. The quote and the thread are written back to the CRM.
Your CRM stays the source of truth.
Smart Quote AI reads clients, contacts and past jobs from your CRM, and writes quotes and activity notes back. Nothing lives in two places.
Plans, in outline.
Early access is invite only. Request access below and we open your workspace when we reach your industry.
Solo
One operator- AI quote drafting
- Rate library and materials
- Send from Smart Quote AI
- CRM write-back
- Email support
Team
Crews up to ten- Shared rate library
- Roles and approvals
- Basic audit log
- Quote templates
- Priority routing
Studio
Multi-trade operators- SSO
- Full audit log
- Custom rate logic
- Sandbox environment
- API access