What is quote automation?
Quote automation is a custom software workflow we build that generates and sends quotes automatically — without manual data entry. When a lead or job comes in, the system applies your pricing rules, builds a professional quote, and delivers it via email or SMS. Approvals can trigger invoicing, job creation, and CRM updates automatically.
How is this different from quoting software like Simpro?
Off-the-shelf tools like Simpro require you to still manually build and send quotes. We automate the process entirely — pulling data from your existing systems, applying your rules, and sending without human input. We also integrate with Simpro, ServiceM8, GoHighLevel, Xero, and whatever tools you already use.
Can you automate our quoting even if we use multiple systems that don’t connect?
Yes — and this is exactly what we specialise in. Most businesses run on a mix of job software, spreadsheets, supplier portals, accounting tools, and CRMs that don’t talk to each other. If your team can do it manually in a browser, we can automate it. We work with ServiceM8, Simpro, Jobber, Aroflo, Ascora, ServiceTitan, Tradify, InspectAll, Xero, Google Sheets, custom spreadsheets, internal web portals, supplier websites, and more.
What quoting systems do you work with?
We regularly automate quoting workflows using ServiceM8, Simpro, Jobber, Aroflo, Ascora, ServiceTitan, Tradify, InspectAll, Xero, Google Sheets, custom spreadsheets, internal web portals, and supplier websites — connecting everything to CRMs like HubSpot, GHL, Zoho, Pipedrive, Dynamics 365, and Salesforce. Even if your system isn’t listed, we’re confident we can automate it. When systems don’t offer APIs or native integrations, we use secure browser automation to replicate the exact steps your staff currently perform — only faster, consistently, and without human error.
What if our quoting process is messy or different for every job?
That’s normal — most businesses don’t have a clean quoting process. We don’t force you into templates or “out-of-the-box” software. Instead, we map how your team actually works, then build automation around your real workflow — approvals, variations, pricing rules, margins, and exceptions included. No process is “too custom.”
What if our process changes later?
That’s expected — businesses evolve. We build automations to be modular, adjustable, and expandable. Many clients start with quoting, then later automate job creation, invoicing, follow-ups, CRM updates, and reporting. You’re not locked into a rigid system — you’re building automation infrastructure.
Is this a monthly subscription or ongoing software fee?
No. We build custom automation tools for a flat one-time fee. You own the automation — no per-user fees, no scaling penalties, no being locked into another SaaS platform. Once built, it works quietly in the background saving you time every day.
Wouldn’t it be cheaper to just hire a VA?
It feels cheaper — but it rarely is long-term. A VA at $6–$10/hour doing just 1 hour per day costs $1,400–$2,400 per year, and every single year after that. Most quote automations we build are completed for around $1,500–$2,000 one-time. Once built, it runs 24/7 with no wages, no training, no sick days, and no ongoing cost. Most clients recover the full cost within 6–12 months. That’s why automation isn’t an expense — it’s infrastructure.
What if we already have a VA?
Automation actually makes your VA more valuable. Instead of spending hours on repetitive quoting tasks, your VA can focus on following up leads, managing inboxes, booking appointments, and customer communication. Automation removes bottlenecks — it doesn’t replace people (unless you want it to).
Why not just keep things manual for now?
Manual processes feel cheaper — until they start limiting growth. Most businesses don’t lose money because they lack leads. They lose money because quotes go out late, follow-ups are inconsistent, and admin slows sales momentum. Automation removes the friction between interest → quote → sale. That’s where deals are won.
What kind of results do businesses usually see?
Most clients experience faster quote turnaround times, higher win rates (first quote wins more deals), fewer pricing mistakes, less admin workload, and more consistent follow-ups. When quotes go out faster, sales naturally increase — without increasing ad spend or hiring more staff.
How long does it take to build?
Most straightforward quote automation builds are delivered within 3–7 business days. More complex workflows with multiple integrations, approval chains, or multi-tier pricing logic may take 1–2 weeks. We’ll give you a clear timeline before you commit.
Do you provide a warranty?
Yes. We provide a 12-month warranty against defects. If a bug appears within 12 months of delivery, we fix it for free. You also have 30 days from delivery to request a full refund — no questions asked.
What if my pricing rules are complex?
Complex pricing is our specialty. Whether you have tiered labour rates, materials mark-ups, zone-based call-out fees, volume discounts, or conditional upsells — we map every rule into your automation. Just share your pricing sheet and we’ll handle the logic.
What payment methods do you accept?
We accept PayPal, Visa, MasterCard, American Express, and Direct Debit. Payment is 100% upfront and fully refundable under our 30-day money-back guarantee. All payments are covered by PayPal Buyer Protection.
