Turn your quoting rules into working software.
Trim builds custom calculators and quoting systems from the spreadsheets, formulas, edge cases and approval steps your business already uses.
- Service
- Equipment sizing
- Units
- 12
- Option
- High exposure
- File
- site-plan.pdf
> inputs validated
> sizing table v2.4
> exception flagged
ready for human review
Reviewed result prepared
Quote record + customer document
Start with the rules already in use.
This is a strong fit when the quote depends on real business knowledge, not a generic price list, and the same decisions happen often enough to deserve a system.
- 01
An Excel or Google Sheets calculator already produces the answer.
- 02
One estimator knows the exceptions that are not written down.
- 03
Requests arrive incomplete and need repeated clarification.
- 04
The result is copied into a quote, report or branded document.
If an existing product already solves this well, I’ll say so. Custom software should earn its place.
One operational system, not another disconnected tool.
Final scope depends on the real rules, risks, integrations and approval points uncovered during the Blueprint.
Collect the inputs that matter
Guide customers or staff through measurements, service choices, files and conditional questions before calculation begins.
Make the logic explicit and testable
Version the agreed formulas, reference data, assumptions and exceptions instead of relying on a black-box answer.
Keep judgment where it belongs
Route edge cases and material decisions to a human before anything reaches the customer.
Prepare the finished result
Create the internal record, reviewed quote and branded customer document without rebuilding the work by hand.
From sizing request to reviewed customer documents.
The public demo shows how structured sizing requests, calculation logic, quote and approval records, branded documents and staff review can work as one flow.
- Tested
- calculation logic
- 3
- linked record types
- Human
- review before customer delivery
Scope the uncertainty before paying to build it.
Fit call
Walk through the current process and decide whether an existing tool is enough.
Workflow Blueprint
Map the rules, risks, prototype, acceptance tests and fixed build recommendation.
Scoped build
Build in milestones, demonstrate working software and train the people who use it.
Working ranges in Canadian dollars. A written scope and milestone schedule come before any build starts.
Show me how the work happens.
Send the spreadsheet, formula, repeated decision or handoff that feels harder than it should. I’ll tell you whether it needs a small fix, a blueprint or a custom build.
Messages go directly to me.
- A clear read on whether custom software is justified
- A practical next step and a working price range
- An honest answer when an existing tool is enough