swannAI & Automation StudioBook a call
Trades and site work

Quote the work from the site visit itself

Nothing changes for the team on site.

The photos and the voice note go where they already go, into the same group, off the same phone. What changes is that the quote is written from that visit instead of rebuilt from memory later, and the follow-up date goes on it before it is sent.

Where we start

01

Site visit to sent quote

The photos and the voice note become a project record with the address, the access notes and the contact on it. The quote comes back written out as a scope with your terms attached, you change the line that needs changing, and it goes out with its follow-up date already set.

02

Extra work agreed in writing

Work found on site is written up, priced off your rates and sent for a yes while the team is still there. When the project closes, the invoice is drafted off the job card and those variations rather than from memory a week later.

03

Deposits and the chase

A quote still open after five days gets one message. A deposit that has not landed gets a reminder with your banking details repeated in it. The moment the client replies, it goes to a person.

Pricing

WhatCost
The first conversation: one call, our homework, a written solution and a priceNo charge
An agent, by complexity and scopeR990, R2,490 or R4,990 a month per agent
A site that takes the enquiry with the address and the photos on itFrom R12,000, one-off
Getting your quoting, your invoicing and your project files talkingQuoted per project
Minimum term, which covers the implementation3 to 6 months

What moves the price: how many rate sheets you price off, how many exceptions the agent settles instead of flagging, and how many of your systems it writes into. The number is in the proposal before anything starts. The proposal states the VAT treatment, the notice period and what happens at the end of the term.

The numbers, in one place

  • Agents are R990, R2,490 or R4,990 a month per agent by complexity and scope, a website starts from R12,000 one-off, and the first conversation costs nothing.

Get this priced for your own numbers

Questions

Questions

The next step

Book 30 minutes with us.

We look at how an enquiry reaches you and what happens between the site visit and the quote going out, and help you get started with AI. The first call is free.

The audit covers tracking, security and site health on one address, and there is nothing to sign for any of the three.