Home / Catalogue / Quote builder
AI assistant · Enquiries & bookings

AI Quote Generator for Trades & Services

Quoting is where a lot of jobs are won or lost, and it usually happens at night after a full day of work. The slower the quote, the less likely the job.

Our AI quote builder reads the enquiry, pulls the right items and rates from your own price list, builds a branded quote for you to approve, and follows up automatically if the customer goes quiet.

XeroExcelWordGmail
quote_builder.exe — run log_□×
RUNNINGAn example of a real run, on made-up data.
What it does

Three jobs, done every day without being asked.

01Reads the enquiry and pulls items from your price list
02Builds a branded quote ready for you to approve and send
03Follows up if the customer goes quiet, then flags it for a call
What it looks like

A real example.

An enquiry comes in for a three-room repaint. The quote builder calculates it from your rates, drafts a $4,180 quote in your template and sends it to you for approval. Three days later, with no reply, it sends a friendly follow-up.

Who it's for

Built for busy teams.

Trades, builders, cleaners, landscapers, signage and fit-out companies, event suppliers and service businesses that quote every job.

Works with Xero, Excel, Word and Gmail, and most other tools you already pay for.

How it works

Scope it. Build it. You own it.

We map how it runs today

A quick call and a look at the current process: who does it, how long it takes, what goes wrong.

We build it in your accounts

Connected to Xero, Excel, Word and Gmail. Fixed quote, agreed in writing before we start.

You check it, then it runs

It starts with you approving its work. Once you trust it, it runs on its own and escalates anything unusual.

We keep it running (optional)

Thirty days of fixes are included. After that, an optional month-to-month care plan, thirty days' notice to stop.

FAQ

Questions people ask.

Can it handle quotes that need a site visit?

It can prepare the draft and list what needs confirming on site, so you only adjust the numbers rather than starting from scratch.

Does it connect to Xero?

Yes. Accepted quotes can become invoices or jobs in Xero, MYOB or your job management system.

How much does it cost?

Every build is fixed-quoted after we understand your process, so you know the price before we start. You pay for the project, not per seat, and if it takes us longer than we said, that's our problem.

Who owns it?

You do. It is built in your own accounts, you own every line of code, and nothing stops working if you stop working with us.

Is our data safe?

It runs inside your existing systems. We don't copy your data into tools you don't control, and access is limited to what the assistant needs.

Related assistants

Often built together.

Talk to an engineer_□×
Call or email. A person answers.

Tell us what eats your week.

No pitch deck. We'll tell you straight whether it can run itself, what it would take and what it would save. Every build is fixed-quoted and you own every line of it.

0428 033 718 taylor@hellomillwright.com

Melbourne-based. Replies within one business day.