Every quote request in your inbox, set up and ready to price.

For a business that receives requests for quotes by email. It scans the folder where quote requests arrive. For each one it assigns a project number, creates the quote folder from your templates, writes a scope analysis, adds the deal and the contact to the CRM, and writes an intake document.

Quoted before any work starts. First built for the Heleos VDC command center.

What you get each time it runs

• A project number for each request
• A quote folder built from your templates
• A scope analysis
• The deal, contact and account in your CRM
• An intake document

What you do with it

• Open a request with the groundwork already done
• Decide whether to bid from the scope analysis
• Stop setting up folders by hand

A good fit when

• Quote requests sit unopened for days
• Each estimator sets up a job differently
• Requests never make it into the CRM

What it reads

• Outlook
• Zoho CRM
• Your quote templates

The line it does not cross

It creates the folder and the CRM record, and stops there. It does not price the job or reply to the customer.

When it runs: On request, or each morning.

Questions

Are the screens real?

Yes. Each tour is made of screenshots of the working product. The business in them is made up, and so is every name and number, so no client's records are shown.

Can I buy one tool without the rest?

Yes. Each tool is quoted on its own. Take one, a few, or the whole dashboard.

What does it cost?

It depends on what it has to connect to, so each one is quoted in writing before any work starts. The first call is free and takes 30 minutes.

Is there a simple version?

Yes. A command center set up in 24 to 48 hours for one flat price is in the Shop. The tools marked Simple here come from that kind of build.

Whose accounts does it run on?

Yours. It is built on accounts you own, with your records, and it is yours to keep.

Does an AI agent ever send or change anything on its own?

Nothing is sent, posted or paid without a person. Most skills here only read and draft. One, Quote Request Triage, also creates the folder and the CRM record for each request, because that is its job. Anything that writes to your systems is spelled out in the quote first.

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