Quote workspace
Build it. Protect it. Close it.
A working quote-to-close workflow for intake, cost review, package options, delivery, and follow-up.
Draft
1. Job intake
Job files
2. Cost build and markup
| Type | Line item | Qty | Unit cost | Cost |
|---|---|---|---|---|
| $656 | ||||
| $480 | ||||
| $4,280 |
Cost total
$5,416
3. Secure AI draft
Draft scope from job notes
AI runs only through the protected server action. No API key is sent to the browser.
AI analysis is optional. Add your secure server key to draft a structured scope from notes.
Scope of work
Remove and replace the existing outdoor heat pump. Confirm line-set compatibility, install required disconnect and fittings, commission the system, and review warranty coverage with the customer.