QuickSpeak the site visit in
The technician captures photos, measurements and materials on site and speaks the rest as a voice note. The AI structures everything on the project.
From site visit to checked quote.
Quoting software for trades
The site visit is spoken in, the AI structures the basis, and the office writes the quote in the ERP as usual. QuickQuote Flow then checks the PDF against the site visit data, and the boss approves before anything leaves the business.
- Quote basis from a voice note
- AI check before sending
- Your ERP stays
No typing up
From the site visit to the quote, without typing up notes
The most expensive part of a quote is rarely the writing. It is the gathering: what was discussed, which measurements apply, which material was agreed? When the site visit lives on scraps of paper and in someone's memory, every quote becomes a reconstruction job.
With QuickQuote Flow, the basis arrives fully structured from the site documentation: tasks, measurements, materials and customer wishes, spoken in on site and sorted by the AI. The office carries on in the familiar ERP, as part of the complete job management software.
- Speak the site visit in instead of typing it up at night
- Structured basis: tasks, measurements, materials
- AI summary as the starting point for the quote
The quote's journey
Four steps to a quote that is out the door
Every step stays documented on the project. Everyone in the business can see where the quote stands and whose turn it is.
The basis in the office
The office sees the sorted basis with open points and an AI summary, and writes the quote in the familiar ERP.
Upload and check the PDF
The finished quote PDF is attached to the project. On request, the AI checks it against the site visit data and points out possible gaps.
The boss approves
The boss decides on the PDF: approve, or return it to the office with a note. Only then does the quote go to the customer.
The approval
The boss decides on the PDF, not on hearsay
The boss sees the quote exactly as the customer would receive it: as a PDF, right in the app. Alongside it, the site visit data, the photos and the check hints. He can mark passages, comment and return it with a clear note, instead of dictating changes over the phone.
If he approves, the office sends it out. When the customer accepts or declines, that is documented on the project. On acceptance, the project moves automatically into execution, where installers see their jobs with all the data.
- View and mark up the quote PDF right in the app
- Approve or return with a note, cleanly documented
- On acceptance, the project moves into execution
Control, not autopilot
The AI checks. You decide.
Plenty of tools promise that the AI will simply write the quote for you. QuickQuote Flow uses the AI differently: as a second pair of eyes. It compares the finished quote with what was recorded during the site visit and points out anything that stands out.
A discussed job is missing from the quote? A recorded material does not appear? A quantity clearly deviates from a measurement? Exactly these points surface before the quote leaves the business. Deciding which of them matter stays with you.
Frequently asked questions
Quotes with QuickQuote Flow
Does QuickQuote Flow write the quote itself?
No, deliberately not. You keep writing the quote in your ERP or office software. QuickQuote Flow delivers the structured basis from the site visit, checks the finished PDF against the recorded data and organises the boss's approval.
How exactly does the AI help with the quote?
In three places: the voice note from the site visit becomes structured tasks, measurements and materials. The summary gives the office the complete basis. And the check points out possible gaps before the quote goes out. The decisions stay with you.
What does the quote check look at?
Whether work that was discussed appears in the quote, whether recorded material is accounted for and whether measurements or quantities deviate noticeably. The hints support your own review. They are not an automatic decision.
How does the boss approval work?
The boss sees the quote PDF right in the app, can mark it up and comment, and either approves it or returns it to the office with a note. Only after approval does the quote go to the customer.
How does the quote get into QuickQuote Flow?
Upload it as a PDF, done. The document is attached to the project, runs through check and approval and stays traceable in the project history.
What happens once the customer says yes?
The project moves into execution: installers see their job with all the project data, and documentation, materials and hours carry on in the same project through to invoice preparation.
Does the customer see the internal check hints?
No. Check hints, comments and approvals stay internal. The customer only receives the quote you send.
Keep reading
The quote is the middle of the workflow
Site documentation
The basis is created on site: photos, measurements, materials and voice notes right on the project.
Learn moreTimesheets
Once the customer says yes, execution counts: record hours, get signatures and have the boss approve.
Learn morePricing
One plan with everything in it, cancel monthly. Checks and approvals are included at no extra cost.
View PricingSee it first. Then decide.
Follow a quote through approval.
No installation and no account required. See in the demo how basis, check and boss approval work together.