Field Quote / Estimate Builder

The problem this kills

A technician is standing in the customer's driveway with the diagnosis done and the fix obvious - and now the slow part starts. They scribble parts and hours on a paper pad, call the office to ask the price on a part, guess at the tax, and promise "someone will email you a quote." That quote gets typed up hours later, the customer has cooled off, half the deals never close, and the ones that do come back with mismatched prices because the tech quoted from last quarter's price book. Meanwhile contract customers get charged retail because nobody remembered their rate, and two techs accidentally write the same quote number on the same job.

The money walks out the driveway because the quote couldn't be built, priced, and approved on the spot. Every hour between "I can fix this" and "yes, do it" is a chance for the customer to say no.

What you'll build

A mobile-friendly internal web tool where a technician opens the job on their phone, builds a quote by picking labor and parts straight from your price book, and watches the line items, subtotal, taxes, and fees total themselves in real time. The price book applies the right rate automatically - including a contract customer's negotiated rate when one exists - and the quote is locked to the exact price-book version used, so the number the customer sees is the number that holds. When the quote is ready, a manager approves it in the app, or the customer approves it from a link on their own phone. Only an approved quote becomes authorized work that hands off to scheduling and billing, and you can export approved quotes as a clean CSV in the columns your back-office system expects. Stale quotes expire on their own, and duplicate quote numbers are blocked before they happen.

What's inside the Implementation Plan

• It starts by interviewing you about your business. Before it builds anything, the plan has the AI agent ask you about your real pricing, your labor and parts codes, your tax and fee rules, your contract rates, your volumes, and your messy edge cases - then it tailors the data model, the pricing math, and every screen to how you actually quote. This is not a generic template you have to force into shape; it's built around your operation from the first step.
• A clear, copy-paste prompt for every build step - you never have to know how to code.
• A price-book-driven quote builder that totals labor, parts, taxes, and fees the way you do.
• Price-book version locking and quote expiry so a quote never silently changes under the customer.
• Contract-rate handling so covered customers get their negotiated pricing automatically.
• A manager-or-customer approval gate that turns a draft into authorized work.
• The "No API yet?" fallback so you can build the whole thing today from a price-book sheet and CSV exports - no integration to your existing system required.

The governance it includes (this is the point)

This isn't a toy. The plan builds in the controls that make a tool safe to use on real customer commitments and real money:

• Login so only your team can open it.
• Row-level security so each organization only ever sees its own price book, customers, and quotes.
• A complete audit trail - who built a quote, who approved it, what price-book version it used, and exactly when.
• A hard human-in-the-loop approval gate - the tech drafts the quote, a manager or the customer approves, and only then does it become authorized work that can hand off to scheduling and billing.
• Duplicate guards that dedupe on the quote number so the same quote can't be created or authorized twice.

Who it's for

Technicians, estimators, and service managers at any field-service operation - HVAC, plumbing, electrical, appliance repair, garage doors, pest control, landscaping - who need to build, price, and close a quote in front of the customer instead of mailing one out hours later.

You've got this - paste the first prompt and let the agent interview you.