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AI for trades: the quote is drafted before you get home

Nothing changes for your guys on site.

Same phone, same WhatsApp group, same photo of the board taken at arm's length with a torch in the other hand. What changes is that the quote leaves on Tuesday evening instead of Sunday night, on every site visit, every week. Most jobs go to whoever answered properly first, not to whoever was cheapest.

01

What this does to your cash

Most trade businesses we talk to are not short of work. They are short of quotes that went out on time and deposits that landed.

  • The quote goes out the same evening, on every site visit, so you are the one who answered first
  • The deposit request goes with it, so the money moves days earlier on every job you win
  • Extra work found on site is written up and agreed in writing on the day, so the argument at the end of the job does not happen
  • The invoice is drafted off the job card the day the job closes, not the following week when the detail has gone soft

Send your last three quotes and one site photo to WhatsApp +27 73 932 6852. We send back the drafted quote built off your own rates, so you can judge the thing itself instead of a promise about it.

02

The quote is the whole game

Quoting after a ten hour day, from memory, with photos scattered across a phone, is where the race to answer first is usually lost.

So the machine takes the parts it is genuinely good at:

  • Reading your voice note and the photos and turning them into a scope in plain words
  • Pricing it off your own rate sheet, with nothing invented
  • Keeping the wording and the terms the same whichever of you sent it
  • Putting the follow-up on a date, so the client hears from you again without you writing it in a diary
03

From site visit to sent quote

01

On site

Photos and a voice note, in whatever app you already use. Nobody downloads anything.

02

Within the hour

The enquiry becomes a job record with the address, the contact, the access notes and the photos in one place.

03

The draft

Scope written out, materials listed, labour priced off your rates, your terms attached.

04

You check it

This is the step we do not remove. You are the one who stood on the site.

05

It goes out, and the chase is already booked for the day you would have forgotten.

04

Job cards, photos and the paper trail

The argument at the end of a job is almost always about what was agreed and what was found. Read the middle column and decide how much of it is your business.

The momentThe common setupWhat we set up
Team arrives on sitePhotos sit on a private phonePhotos land against the job, timestamped
Extra work foundA WhatsApp to you, agreed verballyVariation written up and sent for a yes in writing
Job card filled inPaper, or nothingCard completed from what the team already sent
Job finishedInvoice raised days later from memoryInvoice drafted off the card and the variations
Client queries a chargeYou go hunting through your phoneThe photos, the times and the approval sit on the job
05

Deposits and the polite chase

Cash flow in a trade business is mostly a chasing problem, not a pricing problem.

A quote open five days gets one friendly message. A deposit that has not landed gets a reminder with the banking details repeated, so nobody hunts back through the thread. An invoice at thirty days gets a nudge before it turns into an awkward phone call.

Every message is written in your tone and you can read all of them. The moment a client replies, it goes to a person.

06

One enquiry, twice

Before

  • Tuesday 16:50: site visit ends, the notes are in your head
  • Wednesday and Thursday: on tools, no time
  • Sunday 20:00: you write the quote from memory and guess two lines
  • The following Friday: you wonder whether to phone, and do not
  • The client took the one that arrived on Wednesday

After

  • Tuesday 16:50: photos and a voice note sent from the site
  • Tuesday 18:30: quote drafted, waiting for you to read
  • Tuesday 19:10: you change the labour line and send it
  • Thursday 08:00: the follow-up goes out without you
  • You are on tools all week and the pipeline still moves

Who gets access, and to what

You grant it, in your own accounts, and you can pull it back in one click.

  • We ask for the WhatsApp number the site photos come to, your quoting or invoicing tool, and the folder the job files live in. Nothing beyond that.
  • The logins are created by you, in your business's accounts, in our names. You can see who did what, and removing us never means changing your own passwords.
  • Banking details go into a quote as text you approved once, never pulled from an account we can see.
  • The setup runs on your accounts and your subscriptions. You own it, along with plain-language instructions for how it works, so you are never locked to us.
  • We work over screen shares as a rule, so you are not paying for anyone's driving. Someone comes out when the job needs standing in the yard at half past six while the bakkies get loaded, because that is the version of the process nobody describes accurately on a call.
08

What we would not automate

A machine does not set your prices and does not approve a variation. You sign the number, every time.

There is no chatbot in front of an emergency callout. A burst geyser needs a phone that gets answered.

And if nobody is putting the job number in the WhatsApp caption, that habit is the fix and it costs nothing. That conversation takes twenty minutes.

The numbers, in one place

  • The per-document number first, then the agent.
  • Job cards and quotes are R24.90 each, flat, no bands.
  • Four crews producing a job card and a quote a day, twenty two working days, is around 180 documents a month, which comes to R4,482.
  • Putting a standard document setup in costs nothing; a complex one is quoted before we start.
  • A quoting or chasing agent, at contractor volumes, is a standard agent: several formats, your own rules, writing into two systems.
  • Implementation is free for a standard agent; a complex build is quoted before we start, so you see the number first.
  • Then a monthly subscription, set by how much work the agent does: from R1,000 a month for a simple agent doing one job in one format, from R2,500 a month for a standard agent like this one, and from R5,000 a month for a heavy agent with high volume, many exceptions and several people relying on it. The subscription covers the agent running, the model costs, monitoring, and the changes when a supplier alters a format or your rules change. It is month to month, you own your data, and the process map stays yours. Getting your quoting, your invoicing and your job files to pass information to each other is quoted per job, and you see the number before anything starts. What moves it: whether each tool has a proper way in, or needs a workaround. One tidy place where your customers and jobs live, from R20,000. Website from R12,000. Dashboard from R15,000. Care plan for the website, from R7,000 a year. It covers hosting, monitoring, security and small changes.

Get this priced for your own numbers

Straight answers

Questions owners ask us

The next step

Send your last three quotes and one site photo to WhatsApp +27 73 932 6852 and we will send back the drafted quote off your own rates.

Rather speak first? Call the same number, email [email protected], or book twenty minutes and we will follow one real job through your business.

Or email [email protected]. No slides, and no invoice for the conversation.