The request is understood and structured upon arrival
Email, form, transcribed call, voice message, photos sent by the client: everything is read, summarized and placed in a file with what is still missing to quantify.
Connected to
Keep track of everything
The customer does not always choose the cheapest. He very often chooses the first to respond.
The quote is sent the same day, correctly costed, without you opening the spreadsheet.
Tracking
quote preparation time
Control
authorised follow-ups per case
Measurement
prices and quantities to validate
The demo
The quote is based on your prices.
Your positions, your margins, your layout. You reread from the construction site, and he leaves.
Illustrative simulation using sample data. The figures, reviews and positions shown are not measured customer results.
Quote no. 2417
Roof repair, 14 rue des Tanneurs
ItemAmount
- Removal of existing roofing96 m²1 248 €
- Above-rafter insulation, 140 mm96 m²3 264 €
- Standing-seam zinc roofing96 m²3 552 €
- Zincworks, gutters and descents18 m876 €
Total excluding VAT0 €
Ready for your proofreading, from the construction site.
The problem
What happens today and how we address it.
The customer does not always choose the cheapest. He very often chooses the first to respond.
Today
With the system
Estimates are made in the evening, after the working day, when fatigue causes mistakes to be made.
The request is understood and structured upon arrival
Between request and sending, three to ten days pass. The client has already signed elsewhere.
The costing is based on your real prices
Each quote starts from an old file that must be found and then cleaned.
For field jobs, he will look for the measurements
No one knows which quotes are still awaiting response.
The document comes out to your charter, ready to send
Live
A request arrives. See what happens next.
Animated illustrative scenario: approvals and exceptions are defined with your team.
WhatsApp+32 471 63 08 22Your client
Hello, I would like a price for attic insulation. Approximately 60 m², in Woluwe.
Your quote agent
Hello, I'll take care of it. I check the surface and prepare the costing.
Your quote agent
Your quote is ready. It leaves as soon as it is read back to us.
Write a message…
Meanwhile, in your tools
Google Maps
Verified address · intersected area
Sheets
Your positions and margins applied
Docs
Quote formatted, submitted for your proofreading
HubSpot
Reminders scheduled for D+3, D+10 and D+21
The quote is sent the same day, without you opening the spreadsheet.
The short answer
How to send a quote the same day without spending the evening?
The request is read as soon as it arrives, missing information is retrieved, your positions and rates are applied and the quote is included in your charter. You reread it from your phone and send it. The reminders then go out on the scheduled dates, without you thinking about it.
What we install
The complete infrastructure for your workflow.
Each step is built, connected to your tools and tested on your real cases before launch.
The costing is based on your real prices
Your library of positions, your hourly rates, your margins, your suppliers, your coefficients. The system enforces your rules. It doesn't guess a price, it applies yours.
Connected to
For field jobs, he will look for the measurements
Roof surface area, facade dimensions, land area, travel distance: the system reads the cartographic and cadastral data and pre-fills the quantity survey even before your visit.
Connected to
The document comes out to your charter, ready to send
Layout, conditions, options, validity, legal notices. You proofread and send. Or you automatically let go of the standard cases that you have defined.
Connected to
No quote dies in silence
Relaunch on D+3, D+10, D+21, with the right tone and a reason to come back. The accepted quotes are transferred to the file, the refused ones are archived with their reason, and you finally see why you are losing.
Connected to
Pilot monitoring
What to monitor during the pilot
Tracking
quote preparation time
Scope and indicator defined before the pilot.
Control
authorised follow-ups per case
Checked against authorised data and cases.
Measurement
prices and quantities to validate
Comparison with the starting point after launch.
Orders of magnitude observed on typical deployment scenarios, given to situate the extent of the change. These are not measured customer results: yours are quantified during the audit, on your data.
An example
An independent roofer
Requests were piling up in the mailbox. The quotes were sent on Sunday, often a week after the request, sometimes never. No reminder.
Illustrative process example, without measured customer results.
Your safeguards
What stays under your control.
Giving a system access affects your data and processes. These are our default safeguards.
You stay in control
We start with approval for every action. Only what you explicitly authorise, case by case, runs on its own.
Your accounts stay yours
Accounts, domains and hosting remain in your name. You can disconnect whenever you choose.
Approvals before sensitive actions
Sensitive actions use drafts and approval queues instead of direct writes.
Questions
The questions we are asked
What if the figure is wrong?
He applies your rules, not his, and nothing goes away without your validation until you decide so. We always start with systematic validation, then we lighten it on standard cases once trust has been established.
My prices are confidential.
This is exactly why the architecture can be deployed on your infrastructure, without your price list leaving your machines.
Does it work with my invoicing software?
We plug into what you already use when an integration exists, and we build the bridge when it doesn't. Changing software is not a prerequisite.
We look at your case before promising anything.
A call to understand what is costing you the most today, and to tell you frankly if we are the right person to talk to.