7 ideas
AI ideas for quotes and estimates
Quoting is where owners lose evenings and jobs. These ideas draft follow-ups, option sets and quote text from notes, and they leave every price decision to you.
- 01Quotes / Money
Change-order summaries the customer can sign the same day
When the scope changes mid-job, the tech sends a quick note and Cowork drafts a clear change-order summary with the price difference, ready to send for signature through Docusign.
Electrical · Plumbing · HVAC · LandscapingJobber, Docusign, Google Drive +1Medium setup - 02Quotes
Follow-up drafts for quotes that have gone quiet
Every morning, Cowork finds Jobber quotes that have been 'awaiting response' for three days or more and writes a follow-up email for each one in the owner's voice, ready to send from Gmail.
Electrical · Plumbing · HVAC · LandscapingJobber, Gmail, Google DriveLight setup - 03Quotes
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.
Electrical · Plumbing · HVAC · LandscapingGoogle Drive, Jobber, Composio +1Heavy setup - 04Quotes / Marketing
Write good, better and best options for replacement quotes
For panel upgrades, water heaters, HVAC replacements and landscape installs, Cowork drafts three clearly explained options from the price book so customers compare your options instead of other contractors.
Electrical · Plumbing · HVAC · LandscapingJobber, Google DriveMedium setup - 05Money / Quotes
Deposit invoices for big jobs, drafted when the quote is approved
When a large quote is approved in Jobber, Cowork prepares a deposit invoice draft in QuickBooks and a short email explaining the deposit and schedule.
Electrical · Plumbing · HVAC · LandscapingJobber, QuickBooks Online, GmailMedium setup - 06Money / Quotes
Flag supplier price changes as invoices arrive
Cowork reads supply-house invoices that arrive by email, compares unit prices with recent invoices, and flags items that went up so the owner can update the price book.
Electrical · Plumbing · HVAC · LandscapingGmail, Google Drive, QuickBooks OnlineMedium setup - 07Reporting / Quotes
Compare estimated and actual hours on finished jobs
Each week, Cowork lines up the hours quoted on finished jobs against the hours logged, and flags the job types where the shop keeps underbidding.
Electrical · Plumbing · HVAC · LandscapingJobber, Composio, Google DriveMedium setup
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