Inbound request email
Inbox
James Liu
Re: Deck estimate follow-up
Supplier Portal
March material pricing update
Three steps to your first workflow
1
Pick the process costing you the most time
You pick the repetitive task costing you the most time. We define one clear success outcome together.
2
Build and test on your actual tools
We connect your current tools, test edge cases, and add fallback checks. You review before launch.
3
Go live and stay in the loop
You get clear handoff notes and daily status visibility so your workflow stays reliable.
AI quote demo
AI reads the email and auto-fills the quote. No manual entry.
This is not a Zapier trigger. Our AI reads unstructured email text, extracts job details, and drafts a send-ready quote, customized to your pricing rules.
AI quote autofill
Email to send-ready quote. No manual entry.
Waiting...
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10:42 AM
9:15 AM
QUOTE #QR-2024-0847
Mar 18, 2024Draft
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| Description | Amount |
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Subtotal$0
GST (5%)$0
Total$0
Valid 30 days · Growth packageReady to send
Get Your Workflow ScopedSee Service Packages
Email-intake and quote logic are customized to your exact workflow.
Built for trades and service businesses
We work with contractors, field service companies, and small businesses across Canada. Teams where quotes need to go out fast, follow-ups can't slip through the cracks, and the books have to balance at month-end. Whether you run a plumbing crew, a landscaping operation, or an HVAC shop, the pain is the same: too much admin, not enough hours.
Automation changes the math. When quote prep drops from 45 minutes to 5, follow-up sequences run on their own, and invoice data flows straight into your accounting software, you reclaim 10+ hours a week. That's time back on the job site, or time back with your family.
Electrical
Service call intake, quote generation from email requests, and invoice sync straight to your accounting software.
Landscaping & Hardscaping
Quote requests, seasonal follow-up sequences, and job costing synced to your accounting software automatically.
Carpentry
Project estimates, material tracking, and progress billing that keeps your books clean between jobs.
Free strategy call · 30 minutes
Map your first workflow — free
30 minutes. No migration. We map your first workflow live. Bring one repetitive process and leave with a recommended automation, timeline, and budget range.
- Clear first workflow recommendation
- Timeline and budget in plain language
- Honest answer on whether automation makes sense for you
Or reach out directly
Quick answers
Based on first client engagements