Same-Day Quote: quote details in. Reviewed quote out.
Same-Day Quote starts from job notes, photos, and prices and produces a draft quote. Confirmed lines write into the job system. A missing price, an unmatched item, or a write you cannot cite stops for a person.
Cited lines land on a draft. Uncertain lines peel off.
The estimator sits the request. Confirmed lines are drafted and written into the job system. A missing price, an unmatched item, a rate off the card, or a write you cannot cite stops for a person, with the source attached.
The quote is rebuilt from scraps. The draft has to live in the book.
A traditional quote is rebuilt from job notes, photos, a supplier price, last time's Word file, and whoever remembers the rate. Several people touch it. The error rate is high because the price lives in someone's head.
Svolta maps the workflow first. Which requests are actually quotable. Who sits the desk. What "done" means in the job system. Process mapping is the first artefact. Software comes after.
Then the work is two steps, not a smarter template. An agent — or the desk intake — identifies what is actually a quote request. It has tools for context: the job, the rate card, previous similar work, the supplier price. It is trying to answer a boring question. Can this request become a draft from sources we can cite, or does it stop?
A second step — an agent, or a tool if the schema is simple enough — writes the draft into the correct schema in the job system. Lines, rates, assumptions. Your fields. That write is what the reviewer sees.
Identify, then schema. Skip the first step and you quote the wrong job. Skip the second and you have a Word file sitting next to the book. A chatbot that summarises the request has not closed the seam.
A missing price, an unmatched item, a rate you cannot cite, or a write you cannot point at stays with a person. Nothing reaches a customer until a person has reviewed it. That is the design.
How Same-Day Quote runs quote automation.
Same-day quote is a production workflow. It is not a pricing product you drop on a messy desk. Software comes after you can describe how a request gets from scraps to a reviewed draft.
The request
A customer asks for a price. The desk already has job notes, photos, a supplier price, last time's document, and a rate card that may or may not cover this job. The estimator is employed to send a quote the business will stand behind, not to hunt scraps.
Draft the lines
Identify what the request actually is. Match it to the job, the rate card, and previous similar work. Fill the lines you can cite. Assumptions stay flagged. The draft has to be inspectable in the quote record.
Stop if it cannot be cited
A missing price, an unmatched item, a rate off the card, or a write you cannot point at. Those cases go to a person with the source attached. Nothing reaches a customer until a person has reviewed it. A stop is a rule you can code and an operator can audit.
Write the quote
Confirmed lines create or update the record in the job system you already run. Your schema, your status codes, your book. A Word file sitting next to the job is still a second book.
The hours leak in the rebuilding, in the quotes that sit unsent, and in the prices made from memory. A person still reviews before a customer sees it. That is the design, not a failure of quoting.
Cases that fail a stop condition go to a person with that evidence assembled. The human's job becomes judgment, unusual items, and the send, not retyping the lines the source already contained.
When Same-Day Quote cannot cite a price, it stops.
A missing price, an unmatched item, a rate off the card, or a write you cannot cite. Those cases go to the desk with the source still attached.
Done means the quote exists in the book.
Confirmed lines create or update the record in the job system you already run. Your schema, your status codes, your book. A Word file of who was quoted what is still a second book.
Quoting software that keeps its own list of drafts is a second book. Dispatch, invoicing, and month-end will not use it. The workflow is finished when the job system has the quote, in the shape the rest of the operation already trusts.
A chatbot that summarises the request has not closed the seam. A template that does not write the draft has not closed the seam. The write into the job system is the work.
This is not email-to-job.
Keep the seam boring so the owner, the system of record, and the exception path stay honest.
In
Requests that have to become a reviewed draft in the job system. Same-day quote, trades estimates, field-service pricing. The finish line is a quote record a person can send.
Out
Getting the job into the book in the first place. That is email and PDF to the job system. Putting a ready job on a crew is job dispatch and scheduling. Invoices and three-way match are different owners. Do not buy one product and expect it to be all of them.
Same seam. Different floor.
The details change. The method does not: read the sources, draft what you can cite, stop when you cannot, write the quote in the system of record.
The estimate is already in the notes.
A site photo, a supplier price, last month's similar job. The coordinator rebuilds the quote from those scraps, then a senior person checks it. A template that does not write the draft into the job system has not closed the seam.
The callout needs a price before anyone books.
A named person the customer will only accept, a part that is not on the card, a job that should never have been quoted same-day. Software may draft the repeatable lines. A person keeps the unusual item, the promise, and the send.
The rate request should already be a quote.
A customer asks for a rate. The desk checks availability, the card, and the margin rule, then types it into a document. A draft that does not sit in the job system will not be the quote operations, invoicing, or month-end use.
Measure the desk. Then write quotes, not summaries.
Workflow Launch is the commercial home for this quoting workflow. Workflow Scoping is the measurement step if you do not yet have a signed baseline.
Workflow Launch
One named quoting workflow, connected to the job system you already run, with a bounded normal path, an exception queue, quality checks, source records, a capacity dashboard, training, and 30-day stabilisation. From $14,995 AUD ex GST per workflow, including all scoping expenses. Bigger builds cost more.
Workflow Scoping
Sit with the people who currently sit the desk. Set the KPI and evidence method. Freeze the stop conditions. From $2,995 AUD ex GST per workflow. If the same workflow proceeds to Launch, scoping is not charged on top.
After go-live, AI Accelerator keeps the accepted system supported from $995/m AUD ex GST per workflow. New features are quoted separately. Ongoing advice, if you want it, is AI Consulting at $1,195/m AUD ex GST. This page is one of the patterns on common bottlenecks. Once the quote converts, job dispatch and scheduling is the next seam. How we evaluate a production build partner lives on AI automation agency. The measurement step is an AI readiness assessment.
Bring the desk, not a pricing brief.
Workflow Launch is the commercial home for this quoting workflow. If the seam is not yet measured, start with Workflow Scoping.