The quote that takes three days and a phone call
The fastest quote usually wins. Yours goes out on Thursday.
Quotes, estimates and proposals — rebuilt so pricing is consistent, margin is visible before you send, and the customer gets a number while they still care.
You will recognise at least three of these.
- Estimating means a senior person, a spreadsheet, and a memory of what similar work cost.
- Pricing varies by who quoted it, and discounting is negotiated privately.
- Nobody sees the margin on a quote until the job is finished and costed.
- The proposal is assembled by copying last month's document and editing it.
- Quotes that go nowhere are never analysed, because nothing records why.
Signals it is costing more than anyone has measured.
- You lose work to competitors who were not cheaper, only faster.
- Two customers with the same job got materially different prices.
- Your win rate is a feeling rather than a number.
- Estimators are the bottleneck, and they are also your most senior people.
- You discover the unprofitable jobs in hindsight, reliably, every quarter.
What it becomes.
Quoting becomes a system that assembles rather than a document someone writes. Scope in, priced components out — labour, materials, subcontract, travel — drawn from current cost data rather than last year's memory, with margin shown to the estimator before the quote leaves and approval required when it falls below your floor. Similar past jobs and their actual outcomes inform the estimate, which is where most of the accuracy comes from. The customer receives a clear, branded document quickly, and can accept it online. Every quote, won or lost, becomes data: what you priced, what you won, at what margin, and what the job actually cost when it was done.
What the system does
- Structured scope-to-price with current labour, material and subcontract costs
- Live margin visibility, and approval rules when a quote goes below the floor
- Estimates informed by what comparable past jobs actually cost, not just what they were quoted
- Branded proposals with online acceptance and e-signature
- Win-rate, pricing and estimate-versus-actual reporting
What it connects to
- Supplier price files, so material costs are current rather than annual
- The job or project system, so a won quote becomes work without re-entry
- Finance, so the quote, the invoice and the actual cost reconcile
- CRM, so the pipeline reflects real quoted value
It augments the systems of record you already run. Nobody is asking you to replace your accounting package.
Where we would start, and how long it takes.
One quote type, priced from your real cost data with margin visible and online acceptance, inside a week. Estimate-versus-actual reporting follows once a cycle of jobs has completed — and it is usually the report that changes behaviour most.
LotusLeads sizes commercial property work from satellite imagery — tools, materials and real cost — and ZeroFi turns a plain-language job into a priced parts-and-materials list. Both are the same problem: getting a defensible number out fast.
See our platforms →Others in customer
The inbox that answers the same question forty times a day
“Most of what your team answers, your systems already know.”
Status updates & notificationsThe status update that is really just a person asking around
“Half your meetings exist to answer 'where are we on this?'”
Customer onboardingThe new customer who waits three weeks to be set up
“You won the deal on Friday. They start getting value in a month.”
Let's build
What's your AI Nirvana?
Tell us where you want to go. We'll bring the team, build the product, and grow it with you — and you own it.
- You own the IP
- US-based team
- Reply within 1 business day