Quotes and estimating
How do you get a quote out faster, and right first time?
Say the job out loud or let the customer fill in the request page. The address gives you the build year and VAT rate and the calculator works with your own prices, so all you do is check and send.
Most quotes eat time because you look up the same details every single time: what do I charge for this task, how old is this building, which VAT rate applies here. In the company profile that is set once, and the intake fetches the rest by itself. What is left is the question that actually matters: how much work is this.
How it runs
How the job runs from start to finish
The tools
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What BorgAI does for this
Each tool below solves one step. You run them yourself in the app, or you tell the agent.
Bedrijfsschets
Set your tasks, prices and times once. Everything else calculates from here.
Klus opnemen
Survey wall by wall: measurements, corners, doors and windows, finish and condition. The app works out the m² and they go straight into the quote.
Aanvraagpagina
A shareable intake page in your own branding. Every submission becomes a project.
Adres-intake (BAG)
Postcode and house number give you the build year, floor area and the right VAT rate.
Doorstuur-intake
Forward a text or an email, get a filled-in draft project back.
Calculator
Quantity times your price becomes a quote line, with a margin slider.
Offerte
A quote with your own terms. You get a notification the moment the customer accepts.
The agent
How to say it to the agent
Type it or say it. These are examples of what you can say.
- “Dictate the bathroom measurements at Pietersen.”
- “Get the quote for Pietersen ready.”
Anything that touches money or a signature, the agent prepares with a confirm button. Sending is up to you. How the agent works.
FAQ
Frequently asked questions about quotes and estimating
Does the calculator use my own prices?
Yes. In the company profile you set your tasks, prices and times once, and the calculator and the quote work with them. Quantity times your price becomes a quote line, with a margin slider. You check the quote before you send it.
How does my customer sign the quote?
Online via a link, or on the spot on your phone. As soon as the customer accepts, you get a notification.
What if a request comes in by text or email?
Forward the text or email to the forwarding intake and you get a filled-in draft project back. Bringing in a request and surveying the job do not count as a project yet: that happens at the first quote.
From the blog
Read more about this job
Making a quote as a contractor: from first visit to signature
Measurements dictated in the living room, the quote at the kitchen table and the signature before you are back in the van.
Writing a quote as a contractor: from job survey to signed quote
From surveying the job to a quote your client signs on their phone, with your own rates.
What is construction software and what does it get you?
What construction software is, what it does and how you use it without turning your way of working upside down.
Keep exploring
What connects directly to this
The job does not stop at this step. These are the two parts that hang off it.
How do you win more jobs from work you already did?
Every finished job gives you a before-and-after, a Google review request and a client page, without losing an evening to it.
Winning more jobs
How do you keep work orders and hours up to date without evening work?
Say the work order out loud while you are still on site. Extra work is a photo plus one sentence the customer signs on the spot, so it ends up on the invoice.
Work orders and hours
Everything together on the services page, or see what the plans cost (every tool is in every plan).
Contact
See how your jobs run now
Tell us how you currently handle quotes, work orders and invoices. Together we look at how your next job runs in BorgAI and what the agent takes off your hands.