Quote Builder: Priced Quotes From Your Own Price List, Checked by You

Job photos and measurements in, a quote priced from your list out.

The Quote Builder is the AI quote builder in the Ai1 platform by MyZone AI: it turns a job request, photos and measurements into an itemised quote priced from your own price list, flags anything it cannot price and waits for a person to approve the quote before it reaches the customer.

We'll walk through what the Quote Builder will do for your team. Your Ai1 team will tell you when Quote Builder is ready for your account.

Plans & pricing

  • Quotes out sooner

    Requests stop waiting for someone to find time at the end of the week, so customers hear back while they are still deciding.

  • Prices that match your list

    Every line comes from your current price list, so two people quoting the same job get the same number.

  • Fewer missed items

    A checklist for each type of job catches the extras people forget, such as delivery, disposal or edge finishing.

  • You still decide

    Nothing reaches the customer until a person has checked and approved the quote.

Get to know Rhys

Rhys can price a roof from a few photos and a tape measure and still double-check his sums over a cup of tea. He builds each quote from your own price list, ready for you to check and send.

AI agent. Fictional persona; not a real person.

Rhys, the persona of the Quote Builder
NameRhys E.
RoleQuote Builder
Experience18 years
Work historyEstimator at a regional building contractor
Sales coordinator at a building supplies merchant
PersonalityCareful with the sums, you approve every quote
Based inSwansea, United Kingdom

Why Rhys has a personality

AI does better work as a specific expert, so the Quote Builder works as Rhys (Quote Builder, Swansea, United Kingdom). You can rename Rhys or change the personality, experience and profile settings at any time.

Why our agents have personalities

The Quote Builder in short

Last updated · Reviewed by the MyZone AI team

The Quote Builder at a glance
You loadYour current price list and quoting rules
From the jobNeeds, sizes, materials and deadlines from the enquiry, plus photos and measurements
PricingEvery line from your own list, with no guessing
Gaps flaggedUnusual items and missing measurements marked for a person
The quoteItemised, in your format, with what is included and what is not
ApprovalA person approves every quote before it reaches the customer

What the Quote Builder does for you

  • Reads the job request

    It pulls the customer's needs, sizes, materials and deadlines out of the enquiry, email or form.

  • Uses photos and measurements

    It works out quantities from the measurements you give and notes what the photos show about the job.

  • Prices from your list

    Each line uses the prices and rules in your own price list, with no guessing.

  • Flags what it cannot price

    Unusual items, missing measurements or anything outside your list are marked for a person to fill in.

  • Writes a clean quote

    A tidy, itemised quote in your format, with what is included, what is not and how long the price holds.

  • Tracks open quotes

    A list of quotes sent and waiting, so you know which ones to follow up.

How the Quote Builder differs from writing quotes from scratch

Writing quotes from scratch means requests wait for a free moment and prices depend on who wrote them. The Quote Builder reads the enquiry, works out quantities from your measurements and prices each line from your own list. A checklist catches the extras people forget, and anything it cannot price is flagged, never invented. A person checks and approves every quote, and approved quotes join your open quotes list.

How this differs from the Pricing Manager: To set and benchmark the prices in your price list, use the Pricing Manager; the Quote Builder applies those prices to each customer's job.

From your request to a finished result

It runs inside your Ai1 system and works in the tools you already use. You ask, it works, it reports, and it stops for your OK where it matters.

How the Quote Builder works: you ask through the Comms Hub and Ai1 runs the steps: load your price list, send the job, draft the quote, check and approve and send and track. You approve at: check and approve. It returns a itemised quote.
Tap the diagram to enlarge it

Step 1: Load your price list

You give it your current price list and your quoting rules.

Step 2: Send the job

A request arrives with details, photos and measurements.

Step 3: Draft the quote

It builds an itemised quote and flags anything it could not price.

You approve

Step 4: Check and approve

You review each line, fill any gaps and approve the quote.

Step 5: Send and track

The approved quote goes to the customer and is added to your open quotes list.

Hand these situations to the Quote Builder

Illustrative photo: the owner of a small roofing contractor asks the Quote Builder for help from their phone.
Illustrative photo. Turn the roof photos and measurements into a priced quote from the price list, ready to check and send.
  • A kitchen remodel request comes in with photos
    You get a priced draft with materials, labour and extras to check, instead of a blank page.
  • Two estimators quote differently
    Both work from one price list and one checklist, so quotes stay consistent.
  • Requests pile up during the busy season
    Drafts are ready quickly, and you only check and approve.
  • A customer sends incomplete measurements
    The draft flags exactly what is missing, so you can ask once.
  • You want to know which quotes are still open
    The open quotes list shows what was sent, when and for how much.

What you get

  • An itemised quote draft priced from your list
  • A list of items it could not price or that need a measurement
  • Quotes in your own format with inclusions and exclusions
  • A record of every quote sent
  • A list of open quotes to follow up

What it won't do

  • Set or change your pricesHandled by: The Pricing Manager
  • Write long sales proposals and decksHandled by: The Sales agent
  • Send a quote nobody has checkedHandled by: Your team, after approval

Example: priced re-roof quote ready to approve

Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended.

What it was asked: A homeowner sent photos and measurements for a full re-roof. Put the quote together from our price list so I can check it and send it today.

Example report
Four summary tiles for roof area, shingles to order, price list lines used and assumptions to confirm, above a table of measurements with their sources and a table of assumptions with the price effect if each is wrong.
The job, read from the request: measurements and what we assumed
A fifteen-line quote table with price list codes, quantities, units, list prices and amounts, beside notes on how quantities were worked out, price list checks and a sense check against similar past quotes.
Priced line by line from your price list: $18,141.40 before tax
A draft customer quote with the scope of work, the main price and two options, beside a list of what is not included and the standard terms from the contractor's template.
The quote as the homeowner will see it
A pre-send checklist with nine passed checks and one item for the owner's judgement, beside the approval choices, a suggested note for the homeowner and a status line saying a person approves and sends.
Before you send: checks and your approval

What it found: 3 findings, with the numbers

  • The photos and sketch give a 23.9-square hip roof; with the 12% waste rule from the price list, the quote orders 27 squares of shingles.
  • Fifteen lines, all from the October price list with no hand-entered prices, total $18,141.40 before tax, plus two priced options of $1,620 and $1,780.
  • Four assumptions are priced so the owner sees the swing, and a stain under the chimney flashing suggests a 20-minute site check before the homeowner signs.

This is an illustrative example of the quote Quote Builder is being built to produce: the job read from the request, the quote priced line by line from the business's own price list, the customer-facing version and the pre-send checks. It was written by hand from the agent's design for an invented roofing contractor, with an invented price list, job and figures. No real customers, systems or people were involved, and nothing was sent. Run date: .

Want a priced quote like this for your own price list? Book a Quote Builder walkthrough.

Book a Quote Builder walkthrough

It asks before it acts

Every Ai1 agent works under human approval. Here is how the Quote Builder keeps you in control.

  • Your Ai1 team will tell you when the Quote Builder is ready for your account.
  • A person approves every quote before it reaches the customer.
  • Prices come only from your price list. Anything not on it is flagged, never invented.
  • It never promises a delivery date or result that your team has not confirmed.

Part of Ai1, by MyZone AI

Trusted by leaders at Plastic Bank, Outback Team Building, RMG Advertising, Keeran Networks, and Titan Training Centre.

I love using the Ai1 platform to automate SMS communications with our students. Whenever someone signs up for a free trial at the gym, our AI agents quickly take over to help with bookings, and we've seen a significant jump in conversion rates as a result. Thank you, MyZone!

Ken TranOwner, Titan Training Centre

Your data, your server

Your data belongs to you, and it is stored on your own server.

How we keep your data safe

Works well with

The agents that turn the Quote Builder's output into results: your whole team, working from the same place.

  • Pricing Manager

    The Pricing Manager keeps the price list the quotes are built from.

  • Sales

    Larger deals that need a full proposal go to the Sales agent.

  • Lead Responder

    New enquiries the Lead Responder qualifies can come straight in for a quote.

Frequently asked questions about the Quote Builder

Can a quote be built from photos and measurements?

A draft can. Photos and measurements show the size and type of the job, and a price list turns that into line items. The Quote Builder drafts the quote this way and flags anything it could not price, and a person checks it before it goes out.

How can a team keep job quotes consistent between estimators?

Quote every job from one current price list and one checklist for each type of job. The Quote Builder prices each line from your own list, adds the extras people tend to forget, such as delivery or disposal, and flags anything it could not price, so a person fills the gaps before the quote goes out.

How accurate is an AI quote builder?

It is as accurate as your price list and the details you give it. The Quote Builder prices every line from your own list, flags anything it cannot price and leaves the final check to a person.

Can it work from photos?

Yes, alongside measurements. Photos help it see the type of job and what is involved, and the measurements give the quantities.

Who sends the quote to the customer?

Your team does, or it sends the quote once a person has approved it. Nothing goes out unchecked.

How is it different from the Pricing Manager?

The Pricing Manager decides and benchmarks your prices. The Quote Builder uses those prices to quote each customer's job.

Is the Quote Builder available now?

Not yet. Your Ai1 team will tell you when the Quote Builder is ready for your account. You can talk to us today about the quotes your team writes each week.

About Ai1

How much does Ai1 cost?

Two paths, one platform. Build it yourself on a developer plan, or let our team run your AI operations for you. Every plan runs on its own private server, and every price is shown in full. See Ai1 pricing

Do I get just the Quote Builder, or the whole platform?

The whole platform. The Quote Builder is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Compare plans

More about Ai1: security, setup time

Put the Quote Builder to work

See the Quote Builder turn a job request into a priced draft quote that is ready for your check.

We'll walk through what the Quote Builder will do for your team. Your Ai1 team will tell you when Quote Builder is ready for your account.

Plans & pricing

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