Automatic quote by AI: answering a request in ten minutes
A quote request that waits three days gives the customer time to sign with someone else. This tutorial explains how an AI agent prepares your quotes based on your own rates: what it reads, the questions it asks, what you need to provide it with, and when you take back control to validate and sign.
- The agent prepares the quote from your pricing grid, never invented prices.
- It requests missing information before pricing.
- Requests that require a site visit or expert opinion come back to you directly.
- An accepted quote commits your company: you review it before it goes out.
- The more complete your pricing grid, the less the agent needs to contact you.
In the evening, after the job, quote requests pile up: an email, a form from the website, a message left by a neighbor. Each one requires reviewing, pricing, and formatting. An AI agent can do this preparatory work while you are on site. It does not replace your professional eye: it gives you a quote ready to review instead of a blank page.
IWhy respond quickly to a quote request
A homeowner looking for a tradesperson rarely contacts just one company. The first clear, precise, and well-presented response often sets the comparison framework for the ones that follow. Responding quickly does not mean responding carelessly. It means stop letting a request gather dust for lack of time to sit down at the computer. This is exactly the bottleneck the agent widens: preparation time, not thinking time.
Take a locksmith who chains interventions. Tuesday at 10 a.m., a shopkeeper requests the replacement of cylinders on two doors of his shop, with several keys. Without an agent, the request waits until the weekend. With an agent, the locksmith finds a quote prepared that evening according to his grid, with a note: "the customer wants four keys per cylinder, I added the extra keys line". He reviews it, validates it, and the shopkeeper receives his answer Wednesday morning.
IIThe process of a request, from receipt to sending
- 1Read the request
The agent reads the message received and extracts the useful elements: nature of work or service, dimensions, quantities, address, desired deadline, attached photos.
- 2Identify what is missing
It compares the request to what it needs to calculate with your grid. If a surface, access or material choice is missing, it prepares the questions to ask the customer.
- 3Calculate with your rates
When the request is complete, it applies your grid: unit prices, flat rates, travel, options. It invents no prices absent from your documents.
- 4Format
It drafts the quote with your usual mentions, your conditions and your validity period, then a short cover email in your tone.
- 5Submit to you
The quote and the email are waiting for you. You review, correct if needed, and validate the sending.
IIIWhat you need to give the agent
A quote agent is worth what your grid is worth. If your prices are in your head, now is the time to write them: this work will also serve you the day you hire. A simple spreadsheet is enough, with one line per service, its unit and its price.
Check what applies to you: the list remembers your answers on this device.
Also specify your thresholds : beyond what amount should the agent alert you as a priority, and below what amount is a request not worth a visit. These rules, which you apply off the top of your head, must be written for it to follow them.
IVThe questions the agent asks the customer
An ABYS agent asks for everything it needs before working, and this requirement also applies to client requests. A quote based on assumed information is worse than a quote that arrives a day later. Good questions are short, few in number and easy to understand for a consumer: "What is the approximate size of the room?", "Can you send a photo of the wall?", "Is access by stairs or elevator?". At first, you also validate these messages before they are sent.
VWhat an agent must not price alone
VIWhere humans remain
The agent prepares, you decideYou alone are the judge of three things that no spreadsheet contains: the actual feasibility of the job, your schedule for the coming weeks, and your relationship with the client. You validate the first sends by hand. After three validations, you can switch the agent to automatic validation, and the risks of this choice are then spelled out in black and white. For quotes, I advise you to keep manual validation: a few minutes of review are worth more than a wrong price signed.
On ABYS, the agent starts with a dry run on real requests, without sending anything. Take three recent requests that you have already quoted yourself and compare: this is the safest way to verify that the grid is properly understood.
A client asks a painter for a service that is not in their pricing grid. What does the quote agent do?
?Questions we're asked
How to make a quote quickly?
Prepare once and for all a price grid by unit, a quote template with your mentions and a list of questions to ask the customer. Each new request then becomes a calculation and a filling in. An AI agent can do this preparatory work, you only have to review and validate.
Is there quote software with AI for tradespeople?
There are standard quote software programs, some of which add AI functions, and AI agents that prepare the quote from your documents. The agent stands out through upstream work: reading the request, asking for what is missing and quoting according to your pricing grid. In any case, you keep the validation.
Can an AI set my prices for me?
It should not. A quote agent applies the grid you give it and must invent no prices. If a service is not listed there, it forwards the request to you. Your prices depend on your costs, your margin and your market: it is a business decision.
What are the mandatory mentions of a quote?
These vary depending on the trade. Generally found are the date, the identity and contact details of the company, those of the customer, the detail of services with quantities and unit prices, amounts excl. VAT and incl. VAT, the validity period and payment terms. Have the list specific to your activity verified.
See in an example how the quote agent reads a request, asks its questions and submits a quote ready for you to review.
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