AI Estimates

Quote Faster.
Win More Work.

Voice to Estimate | Documents and Photos | Pricebook Pricing | Customer Options | Field Editing | Digital Approval | Estimate to Job

How Voice AI works with estimates

Create the Estimate
by Voice

Describe the work from the field. PropelOne builds the estimate using the customer record and your pricebook.

Build From What You Say

Speak the scope. PropelOne creates line items, quantities, and customer ready wording.

Use Your Pricing

Price every estimate from the same company pricebook.

Answer Customer Questions

Explain what is included and guide the customer to the next step.

Capture Approval

Record the selected option and book the approved work.

Update the Record

Keep the conversation, version, selection, and next step on the customer record.

PropelOne Voice AI writing estimate details into the customer record
Estimate Features

Move From Site Visit to Signed Job

Build, price, send, approve, and schedule every estimate in one workflow.

AI Estimate Builder
AI Estimate Builder
Turn Field Information Into a Clear Estimate

PropelOne organizes your notes and documents into a draft you control.

Key capabilities
  • Typed or spoken notes
  • Quotes, calculations, reports, and photos
  • Pricebook matched items
  • Customer friendly scope
  • Full editing before sending
Packages and Options
Packages and Options
Give Customers Clear Choices

Present one price or several options without rebuilding the estimate.

Key capabilities
  • Good, better, and best options
  • Selectable add ons
  • Live totals
  • Photos and equipment details
  • Reusable templates
  • Open tasks and next actions
Pricebook and Margins
Pricebook and Margins
Keep Pricing Consistent

Use the same labor rates, costs, services, and markups on every estimate.

Key capabilities
  • Company pricebook
  • Automatic margins
  • Internal cost and profit view
  • Bulk price updates
  • Margin warnings
Customer Approval
Customer Approval
Approve From Any Phone

Customers review, choose, sign, and pay without printing.

Key capabilities
  • Text and email delivery
  • Digital approval and signature
  • Deposit collection
  • Open and approval alerts
  • Clear change requests
Follow-Up and Estimate Tracking
FOLLOW UP AND TRACKING
Keep Every Open Estimate Moving

Track unanswered estimates and follow up automatically.

Key capabilities
  • Automatic reminders
  • Sort by age or value
  • Stop reminders after a response
  • Won and lost tracking
  • Outstanding estimate totals
Handoff to the Job
Handoff to the Job
Turn Approval Into Scheduled Work

Move the approved scope to dispatch without retyping.

Key capabilities
  • Convert estimates into jobs
  • Carry scope, parts, and equipment forward
  • Create invoices from approved items
  • Handle change orders on site
  • Keep the full estimate history
FROM SITE VISIT TO SENT ESTIMATE

Seven Simple Steps

Here is what happens after a technician finishes looking at the work.

1
Describe the work.

Out loud, on the way back to the truck, in whatever order it comes out.

2
Attach supporting files.

Photos from the site, the supplier quote, the inspection report, the load calculation.

3
Build the estimate.

Voice AI matches the work to your pricebook and lays out the line items, the scope, and the options.

4
Review the details.

Prices, quantities, and wording are all editable before anything is sent.

5
Send it.

By text or email, opened on a phone, in your branding.

6
Capture the response.

They approve an option and sign, they ask a question, or they go quiet and the follow-up starts on its own.

7
Book the approved job.

The approved scope lands on the dispatch board with the parts attached, and the invoice waits on the same line items.

The customer gets a price the same day, and nobody retypes the job to make it happen.

Questions We Hear a Lot

You Ask. We Answer.

1. How does the AI know what to put on the estimate?

It uses your notes, files, and pricebook to create a draft. You review everything before sending.

2. What can I attach?

Quotes, calculations, reports, specifications, and site photos.

3. Can I dictate instead of typing?

Yes. Speak the job details and review the draft on your phone.

4. Do I have to send options?

No. Send the number of options that fits the job.

5. Where do the prices come from?

Your pricebook, including your labor, costs, services, and markups.

6. Can customers approve online?

Yes. Customers can approve, sign, and pay a deposit from their phone.

QUOTE THE WORK BEFORE THE NEXT STOP

Quote On the Spot

Turn site notes into a professional estimate while the opportunity is fresh.