Tutorial · Custom tools

A job quotein one hour.

You visit the site in the morning and write the quote at night, often late. Here is how to go from notes and photos to a clean quote the same day.

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Key points7 min
  1. A quote sent the same day stands out.
  2. A template with your prices is the base: AI does not guess your prices.
  3. AI turns your voice notes into a clear scope of work.
  4. You check every line before sending.

The problem

Three site visits in a day, three quotes to write at night. You send them three days later. Meanwhile, two customers signed with someone else, not because they were cheaper, but because they answered first.

The solution

  1. A solid templateYour line items and current prices, your terms, your licence number, what is not included.
  2. On sitePhotos, and notes dictated into your phone, room by room.
  3. The writingAI turns your notes into a scope of work and lists the quantities.
  4. Pricing and sendingYou enter the quantities in the template, check and send.
Site notes → scope of work

Here are my site-visit notes for a [type of work] job. Turn them into a clear, professional scope of work, organized by room or by phase. Then list the quantities to price, without inventing prices, and the questions to ask the customer. Notes: [paste the transcript]

How Northworks AI helps

We build your quoting machine.

A Custom tools project: from the phone on site to the quote sent and followed up.

Your quotes go out the same day, and you get your evenings back.

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Your project · Custom tools4 steps
  1. Your templateYour line items, prices and terms in one place.
  2. On-site captureVoice notes and photos, linked to the right customer.
  3. Automatic draftingScope and quantities ready to check.
  4. Follow-upA reminder goes out if the customer does not reply.

Keep reading

Read next.

Use cases6 min

Contractors and trades: fewer evenings of paperwork.

Quotes, missed calls, site reports: what lightens a contractor’s load.

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An automatic reminder sequence to get paid sooner.

ReadFree tool2 min

What do your missed calls really cost you?

The revenue you lose when nobody answers, calculated with your numbers.

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