The AI Trades
Estimates & Quoting

Estimate Template Pre-Filler from Past Jobs

Copy-Paste Script 4 hours
ServiceTitanJobber

The Problem

Your estimator builds every quote from scratch even though 70% of jobs are the same 15 types. This automation matches new estimate requests against your history, finds the closest match, and pre-fills 80% of the quote so your estimator only tweaks the remaining 20%. Pair this with PandaDoc or DocuSign and you can send the pre-filled quote via SMS while the customer is still on the phone — they review, e-sign with their thumb, and you close the deal before they hang up.

How It Works

Input

New estimate request + library of past estimates

Transformation

AI matches against history, finds closest, adjusts for specifics, pre-fills.

Output

80% complete estimate from your best past work. Estimator tweaks 20% and sends.

PRD

prd here

RolesEstimatorOwner
IndustriesHVACPlumbingElectricalRoofingGeneral Contractor
PrinciplesReplace the Boring 80%Your Data is Worth More Than You Think