Enterprise Platform

AI-Powered Quoting
& Margin Review Workflow

SmartQuote Pro helps facility maintenance teams prepare structured quote drafts with cost breakdowns, historical benchmarks, AI-assisted review notes, and review context before a human submits the final quote.

Draft
Quote Workflow
AI
Review Assist
5-Part
Cost Breakdown
Log
Audit Trail

Capabilities

Everything You Need to Quote Smarter

AI Quote Assistant

Dual AI support (Groq + Gemini) drafts review notes and market context around 5-part cost breakdowns: labor, materials, freight, travel, and management fees.

Margin Review Signals

Margin estimates, historical benchmarks, and traffic-light signals help teams spot quotes that deserve extra review before submission.

Manager Review Workflow

Multi-level review queue with role-based access. Managers review AI-drafted context notes and market comparisons before final action.

Cost Analysis & History

Import and analyze historical work orders. Track estimated vs. actual costs, detect anomalies, and build institutional pricing knowledge over time.

Audit Trail

Quote history, cost rationale, tax-aware calculation snapshots, and review notes stay available for reconciliation.

Team Management

Role-based access for quoters, managers, and admins. Ghost mode lets managers view the system from any team member's perspective.

Workflow

From Request to Manager Review with Context

01

Input Details

Enter work order details, trade type, and job scope

02

AI Review

Dual-engine AI drafts market context and review notes

03

Review & Adjust

Review cost breakdown, margin signals, and context notes

04

Submit & Approve

Route to manager queue with full audit trail

Ready to Quote Smarter?

Review quote assumptions, cost structure, and review context in one workflow before submitting the final number.

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