# Quote Request Workflow

Industry: Tradies
Difficulty: Beginner
Estimated setup time: 1-3 hours with standard quote questions
Conservative time saved estimate: May save 2-4 hours per week for regular quote volume

Use this as a starting brief for an AI agent workflow. Review outputs before sending to customers or updating business records.

## Problem it solves
Incomplete quote requests create back-and-forth and delay jobs.

## Desired outcome
The owner receives a structured quote brief with missing details and a draft customer reply.

## Best for
Trades businesses that receive quote requests through multiple channels.

## What it automates
Customer details, job type, location, urgency, missing info, and draft replies.

## Tools needed
- Quote form or inbox
- Job management app
- AI assistant

## Recommended real-world tools
- ServiceM8: https://www.servicem8.com/au/
  - Best use case: Quote requests, job booking, job notes, and field service admin.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Jobber: https://getjobber.com/
  - Best use case: Job booking, quote follow-up, invoice reminders, and customer updates.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- Tradify: https://www.tradifyhq.com/
  - Best use case: Quote intake, job booking, invoice workflows, and trade admin.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21
- ChatGPT: https://chatgpt.com/
  - Best use case: Draft prompts, customer replies, summaries, content, and workflow policies.
  - Pricing note: Check official pricing before purchase.
  - Disclosure: Direct official link. No affiliate or sponsored relationship.
  - Last checked: 2026-06-21

## Setup steps
1. Create standard quote questions for each job type.
2. Ask the agent to flag missing photos, access notes, and site constraints.
3. Set rules for emergency and out-of-area requests.
4. Approve all pricing and scope before sending.

## Example prompt
Turn this quote request into a job brief. Extract customer details, location, job type, urgency, photos mentioned, missing information, and a draft clarification message.

## Human approval rules
- Review customer-facing messages before sending during the pilot.
- Escalate complaints, legal issues, financial commitments, safety issues, and uncertain answers.
- Do not allow the agent to invent facts, pricing, availability, or policy wording.
- Keep a log of reviewed outputs and corrections.

## Test plan
- Sample size: Start with 10-25 real examples before expanding.
- Success metric: Time saved after review, response quality, correction rate, and customer impact.
- Review questions: Was the source data accurate? Did the agent stay within policy? Did a person approve the right cases?
- Rollback plan: Pause automation, disconnect tool access, and return to manual processing if outputs are unreliable.

## Related pages
- https://nexusdirective.com/ai-agents-for-tradies/
- https://nexusdirective.com/tools/ai-agent-roi-calculator/

## Disclosure
Tool links are official website links and are not affiliate or sponsored links unless marked otherwise. Check official pricing and vendor terms before purchase.