TOOL-08 · EXAMPLE TOOL

Quote Builder

Every quote starts the same way: find a similar old job, copy it, adjust the prices, and hope the material costs are still right. Quote Builder turns your pricing rules into a form that gives the same answer no matter who fills it in.

EXAMPLEAn example of the kind of tool I build. Yours is designed around your own rules and data.

FIG. 1

How it works

EXAMPLE DATA

JOB DETAILS

Q-2207bracket · 40 units · powder coat
Q-2208custom enclosure · 1 unit
Q-2209repeat order · rev B drawing

PRICING — Q-2207

material at current rateOK
labour from standard timesOK
finish surcharge appliedOK
margin above minimumOK
verdictREADY TO SEND

YOUR RATES, YOUR MINIMUMS, YOUR MARGINS

QUOTES

READY TO SENDQ-2207
ONE-OFF — YOU SET LABOURQ-2208
REPEAT AT LAST PRICE?Q-2209

YOU APPROVE EVERY QUOTE BEFORE IT GOES OUT.

SPEC SHEET

DOES: Builds an itemized quote from job details using your price list and pricing rules.
INPUTS: Job type, quantities and options; your rate sheet.
AI SCOPE: Optional. Pulling job details out of a customer's email or drawing notes.
FAILS: Safe. Anything outside your rules is flagged for you to price.
OWNER: You, at handover. Full source and docs.

EXAMPLE SCENARIO

A small fabrication shop where the owner writes every quote after hours

BEFORE

Quotes built by copying an old one and editing it
Material prices that are a few months out of date
Two people, two different prices for the same job

AFTER

Pick the job type, enter quantities, get an itemized quote
Material and labour rates come from one price list you control
Margins and minimums checked before anything goes out

SIGNS YOU NEED THIS

Only the owner can price a job properly
You've lost money on a job because a cost was missed
Quotes go out days after the request
Customers ask why two similar quotes differ

USEFUL FOR

Contractors & trades
Fabrication & machine shops
Print & signage
Events & catering

START HERE

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