Agent 08
Site-Walk Quote
Walk the site, talk into your phone, and have a professional quote in your inbox before you're back in the truck.
3 days → 3 hrs
walk to quote sent
Built for
- Supervisors
- Estimators
- Owners
Live example
adg/site-walk-quote · ready
Scenario · A supervisor walks a commercial unit that needs flooring and electrical work before a tenant moves in.
01Voice notes from site
Site supervisor
Voice note“Unit 4, main floor retail. Pull up the old carpet, about 1,100 square feet, glue-down.”
“Floor needs levelling near the back door, maybe 80 square feet. New LVT, client picked the grey oak.”
“Electrical: add 6 duplex receptacles along the north wall and swap 14 old fluorescent troffers for LED panels.”
“Work has to happen after 6 p.m.; the neighbouring unit is open.”
02Agent run
- Transcribing + extracting scope
- Estimating quantities
- Applying rates
- Formatting quote
03Quote ready to send
Output appears here
The problem
The site walk is where jobs are won, but the quote usually gets written three days later from memory. With this agent the estimator or supervisor records voice notes and snaps photos during the walk. It turns them into a clean, line-item quote in your company template with your rates, standard exclusions, and GST, ready to review and send the same afternoon.
Today
- Scribbled notes that make no sense 3 days later
- Every quote formatted differently
- Forgotten exclusions that turn into disputes
With the agent
- Voice notes and photos become structured scope
- Your rates, your template, your standard exclusions
- Photos attached as a scope appendix
- Quote sent the same day, with follow-up reminders
How it works
4 steps, with you in control.
- 01
Record
Talk through the scope and take photos on your phone; no typing needed.
- 02
Structure
Extracts line items, quantities, and materials, and asks follow-up questions if something is missing.
- 03
Price
Applies your labour rates, material list, and minimum charges.
- 04
Send
Generates the branded quote, emails it from your address, and nudges if there's no reply after 5 days.
Comes in
Agent does
You check
Goes out
Works with
- Phone (any)
- Outlook
- QuickBooks estimates
- Jobber / Housecall Pro
Nothing leaves without a person approving it. Agents draft, check, and flag. Your team makes the call. Data stays in your Microsoft 365 or Google tenant wherever possible.
What it's worth
Run your own numbers.
Slide to match your team. Defaults are typical for a small-to-mid contractor in the region.
Hours back per year
202
Estimated annual value
$15,200
Estimate only, based on 48 working weeks. We confirm real numbers in a free workflow audit.
Want Site-Walk Quote running on your jobs?
Book a free 45-minute workflow audit. We'll map where your office and field hours go and show you which agent pays for itself first.