AI by NicheAgent job 2 of 4Score 8/10
Your site notes or voice memo turned into a sendable quote the same day
Writing up quotes is evening work that goes onto the end of a long day. Turning your rough site notes into a clean quote with a clear scope, what is excluded, your prices and your terms, ready to check and send before you're home, means customers get the quote while they still remember you.
Time: about an hour to set up your price book and template, then 10 minutes per quote
Set it up
- Make a "Price book" tab with your own prices for common jobs and standard line items (labour per hour, call-out, common parts, a day rate). Include what's normally included and what isn't.
- Write your quote template: your business details, scope, what is included, what is excluded, assumptions, price, how long the price is valid, payment terms, and how to accept. Add your standard wording on cancellation.
- After a site visit, type or dictate your notes in plain words: job, what you saw, what you'll do, parts, time, and anything you're unsure about. Leave out the customer's address if you can: you add it when you send.
- Run the instructions. It fills the template from the notes and the price book only. Any item whose price isn't in the book appears as "[PRICE: you add it]". It lists "Questions for you" and assumptions it made explicit.
- Check the scope, parts and every price. Add or remove lines, add any statement about regulations, certificates or gas yourself, add the address and send it.
- Compare a few quotes with what the job cost. Update the price book.
The instructions to give your agent
I am a UK plumber. From my site notes below and my "Price book" tab, fill in my quote template. Use only the facts in the notes and the prices in the price book. If an item has no price in the book, write [PRICE: you add it]. Do not estimate, round or invent any price, quantity, time or part. Write the scope in plain words, list what is included and what is excluded, list any assumptions you had to make as "Assumptions", and list anything unclear as "Questions for you". Use my template wording for validity, payment terms and cancellation exactly as written. Do not make any statement about safety, gas, electrical work, regulations, certificates, guarantees or compliance: leave a line "[SAFETY AND COMPLIANCE WORDING: you add it]". Do not include the customer's address or phone number. Do not send anything.
✓ Check before you rely on it
- Check every price, quantity and line against your price book and your notes.
- Check that every "[PRICE: you add it]" is filled by you before it goes.
- Check the scope says what you'll actually do and the exclusions say what you won't.
- Check it added no safety, regulation or guarantee wording.
- Check the full price the customer pays is shown clearly.
✕ What it will not do
- Invent or estimate a price, or send a quote.
- State safety, gas, electrical or compliance claims.
- Decide that a job is safe or possible from your notes.
⏸ Approval gates
- Drafted or flagged for you: the quote draft, assumptions and questions.
- Only you decide: the scope, every price, the terms, any safety or compliance wording and whether to send.
🔒 Data handling
Notes can contain customers' names and addresses. Leave them out of what you give the assistant and add them yourself. Consumer law applies to quotes: show the full price clearly, and when a customer agrees a job at their home, away from your premises or at a distance (for example online or by phone), you must give certain information, including their right to cancel within 14 days (see UK notes). Check the rules for your situation.
Last reviewed Oct 2026. AI tools change quickly: check your tool's current features before you build, and start with something small.Back to top ↑