Quotes

Turn site-visit notes into a quote draft before the tech is back at the shop

The tech records a voice memo or types notes after the visit; Cowork turns them into line items from the shop's price book and leaves a draft quote for the estimator to check.

For: Electricians, Plumbers, HVAC contractors, LandscapersBy John DietrichUpdated

The problem

The estimate is clear in the tech's head at the house and fuzzy two days later at the desk. Quotes wait for the evening or the weekend, and the longer they wait, the more of them are lost. Typing line items is slow even when the price book is good.

What Cowork does

  1. The tech saves notes (or a transcribed voice memo) to a shared Drive folder or emails them to an ops address.
  2. A task every two hours reads new notes and matches the work to the shop's price book, kept as a Google Sheet or exported from the FSM.
  3. It writes a quote draft: line items, quantities, options the tech mentioned, and questions where the notes were unclear.
  4. Where Composio's Jobber toolkit is connected, it can create the draft quote in Jobber (if available for your account). Otherwise the draft goes into a Google Doc linked from the Jobber request.

Where the draft lands

A draft quote in Jobber via Composio, or a Google Doc ready to copy in, with open questions listed at the top.

What stays with you

Pricing judgment, checking quantities, and sending the quote. The estimator signs off on every number.

Quote draft (Google Doc)Example · Brightline Electric is fictional

Questions first: 1) Notes say "run to garage," distance not given. 2) Tech mentioned two outlets OR four?

Line items from price book: EV charger install, 48A hardwired (1) · 60A breaker (1) · 6/3 NM-B run, garage, per ft (TBD) · Permit and inspection (1) · Optional: load management device (1)

Watch-outs

  • Jobber's official connector can't create quotes. Writing them into Jobber needs Composio and a Workahead-registered Jobber app.
  • A wrong quantity in a draft is easy to miss. Keep the 'questions' list at the top and make the estimator clear it.

Questions owners ask

Can it read photos?

Claude can describe photos you upload, but the Gmail connector can't read attachment contents. Put photos in Drive if you want them used.

Will it price the job?

It uses your price book. It doesn't invent prices, and anything missing from the price book is flagged as a question.

Connector capabilities checked October 2026 against Anthropic and vendor documentation; they change, so confirm before you buy anything. Workahead is independent and not affiliated with Anthropic.