Sales and estimatingComing February 2027
Your takeoff becomes a quote you can send.
Price the tender in your Claude and it lands here as a draft quote, with the takeoff reference on every line.
Part of the App. Need tenders priced before then? The estimating plugin is available now.
Sound familiar?
Quotes get retyped from the takeoff, then forgotten in sent mail.
The count lives in one spreadsheet, the price in another, the letter in Word. Once it’s sent, nobody owns the follow-up until the client rings.
How it works
It prepares. You decide.
- 01
Takeoff in, draft out
Your Claude sends the plugin’s takeoff across. It becomes a draft quote, each line linked to its takeoff.
- 02
Edit with the PDF beside you
Kits, companion items and unit conversions come from one catalogue. The client’s PDF updates live as you edit.
- 03
You send and follow up
Lock prices so a junior can only change quantities. Each sent quote gets a follow-up task with a 7am reminder.
Nothing goes out without you
What stays with your team.
Every quote before it goes to a client
Who can change prices, not just quantities
Marking a quote accepted or declined
Reads from
FAQ
Questions subcontractors ask.
Is it ready?
Not yet. We’re building the App now, and the screens here are sample data. Join the waitlist and we’ll tell you when it opens.
Can a junior estimator change our prices?
Not if you lock them. Locked prices let them change quantities only, and the database refuses anything else.
Does it send the quote for us?
No. Your Claude drafts, never sends. A person checks the quote and sends it.
Related
Next to this job.
- Coming in the App
Tender tracking
Every tender you’ve sent on one board: builder, close date, last contact. A chase reminder tells you who to ring.
Read more - Coming in the App
Invoicing and payments
Invoices from approved claims and finished work. Payments recorded against each one, and Xero kept in step one approved item at a time.
Read more - Live today
Quoting Plugin
Send your site notes and photos. It drafts the quote in simPRO or AroFlo from your own pre-builds. You check it and send it.
Read more
The App
Put your name down for the App.
Five taps and your email. One of us reads it and replies.
Join the waitlist
Tell us what eats your week.
Join the App waitlistLaunching February 2027. No obligation, one of us replies.
