QUOTING & LEAD DISPATCH
QUOTE MACHINE
Your quoting, run as a deterministic engine. Every enquiry becomes a formal, pre-approved quote in the customer's inbox within seconds, chosen by exact-match rules from prices you have already signed off. No model ever writes a number your business will be held to. The engine cannot invent a price; it can only retrieve one you have already approved.
EVERY QUOTE APPROVED BY YOU BEFORE THE ENQUIRY ARRIVES
A quote is a number your customer will hold you to, so the engine never generates one. It reads each enquiry, matches it to a document you have already priced and approved, and delivers it. The judgment happened when you signed off the prices, and from there the work is pure routing, where every path is one you can read.
A customer submits an enquiry from your website or a paid social form. The engine picks up every new submission on its own, with no one watching the inbox.
The customer's location routes the enquiry into the correct regional flow, so it only ever touches the quotes and the people that serve that area.
The customer's structured answers resolve to exactly one quote by exact-match rules. Uncertain answers fall back to a sensible default, so an unsure customer still receives a valid quote rather than nothing.
A single field decides who gets contacted and how: does the customer want more than the quote, such as an accredited installer?
Both emails leave in the same moment. The customer has their quote in seconds, and when an installer is wanted, your panel receives a clean brief with every detail it needs, addressed so competing companies stay blind to one another.
Every dispatch is recorded back against the contact in your CRM, so the customer, the quote and the people contacted all stay tracked in one place.
WHY THERE IS NO MODEL IN THE PATH
No AI, because the job does not need it
Reaching for a model here would add risk and cost for no gain. The quoting logic is fully specifiable: a known set of inputs maps to a known set of approved documents, so the honest engineering answer is to route, not to generate. A model can be brilliant and still occasionally invent, and a quote cannot afford that, because it is a number your customer will hold you to. Building the engine deterministically means there is no hallucination to guard against and nothing to verify after the fact. This is the case where the right tool was the one that does exactly what you specified, every time, and nothing you did not.
A finite set of inputs, a finite set of approved quotes
The customer's structured answers resolve to one document by exact-match rules, with sensible fallbacks for the uncertain cases so nobody is left without a quote. There is no scoring or interpretation anywhere in the path. Given the same inputs the engine returns the same quote every time, which is exactly the property you want from the thing that prices your work. The intelligence is in how the routing is designed, and once it is set the run is mechanical and certain.
Every enquiry reaches the right region
Before anything is selected, the engine reads where the customer is and routes the enquiry into the flow that serves that area. Each region carries its own quotes and its own people, so a customer in one province reaches the pricing and the panel that apply to them and never anyone else's. Coverage can differ from one region to the next, from a single partner up to a handful, and the routing simply reflects whatever your real coverage is.
The right people contacted, in the right way
When a lead goes out to more than one company, how it is addressed matters. Your own sales contact sits on the visible line, so your team keeps a running record of every lead that leaves the building. The competing recipients are blind-copied, so each one sees the enquiry but never the others it went to, and companies bidding for the same job stay unaware of one another. A copy is written back into your CRM at the same moment, so the whole exchange stays tracked without anyone logging it by hand.
A formal quote in seconds, every time
What used to tie a lean team to their desks, producing each quote by hand and forwarding it on, now happens the moment an enquiry lands. The customer receives a correct, formal quote in seconds, identical in quality to every other quote you send, whether it is the first enquiry of the week or the four-hundredth. Your team stops producing quotes by hand entirely and gets that time back for the work only people can do.
SEE YOUR QUOTING RUNNING
One system we build and run on your quotes, across every region you serve, delivering a correct quote in seconds and never inventing a number you would have to stand behind.