Smart Quote AI for handyman and renovation businesses
From 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 CRM is updated the moment it goes out.
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.
Prices, quotas and feature gates are placeholders while we set them with the first cohort of operators.
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