Sales

How AI Drafts Your Estimates From Your Own Price Sheet

An AI assistant can draft itemized estimates from your price sheet and past jobs while the details are fresh. You set the prices, check the draft and approve it.

Gloved hands testing an electrical panel with a multimeter
Photo: Toolmash Expo on Unsplash

You walk the job. You take the measurements and the photos. You tell the customer they'll have a quote soon. Then the quote waits until you find a free hour, which usually means late at night after everything else is done.

Meanwhile, the customer may be collecting other bids.

An AI assistant can write the first draft of your estimate while the details are fresh. It uses your own price sheet and your past jobs, lays it out in your format, and puts it in front of you to check. You adjust it, approve it and send it. Nothing goes to a customer without your OK. Here's how it works and what you need to set it up.

What the AI does, and what you still do

The AI:

  • Reads your notes, measurements and photos from the job.
  • Matches the work to the items and prices on your price sheet.
  • Looks at similar past jobs to suggest what's usually included.
  • Lays out an itemized draft in your quote template.
  • Flags anything it couldn't price, so you price it yourself.
  • Reminds you about quotes that went quiet, so you can follow up.

You:

  • Set every price. The AI uses your price sheet. It doesn't invent prices.
  • Check the draft, change what's wrong and approve it.
  • Decide when it goes out.

That split matters. The AI builder SuperDupr advises that quotes usually should not be on the list of things an AI does without asking a person, at least at first.

The AI builds an itemized draft from your price sheet. Nothing is sent until you approve it.

Two examples

In both cases, the AI does the typing and the matching, and the owner keeps the pricing and the final word.

What you need to set it up

  • An up-to-date price sheet. Every item, with your price, unit and any minimums.
  • Your best past quotes. Good examples teach the AI how you lay out a job.
  • Your quote template. Logo, terms, payment details, how long the quote is good for.
  • Your rules. Markup, travel fees, permit costs, anything you always add.
  • Who approves. You, a project manager, or both.

If your price sheet lives in your head, write it down first. You'll need it written down with or without AI.

Do the math with your own numbers

The AI builder Naurra.ai suggests a simple formula for any task: hours per week, times what an hour costs you, times 52.

Compare that with what a build would cost. My guide to what a custom AI build costs shows the published price ranges.

Questions to ask before you buy

  • Does it only use prices from my price sheet?
  • What does it do with an item that isn't on my sheet?
  • Does it work with the estimating or accounting software I already use?
  • Can I see drafts made from my real past jobs before I pay for the full build?
  • Does anything ever go to a customer without my approval?

If you want your estimates drafted this way, tell me what you want built. I'll send you a custom quote. No sales calls.

Sources

Share this post