Your quote templates, pricing rules, and job notes hold everything a first-draft quote needs. We organize them into a structured brain, then run Ledger, your Quote Prep Assistant, so your team starts from real company knowledge instead of a blank document.
Sample prototype layout. Not real customer data. No live client system is implied.
Most of what a quote needs already exists somewhere. The problem is retrieving it fast enough to respond before the customer calls someone else.
The brain organizes what your business already has. No new processes to design at the start.
Built and maintained on our own infrastructure. Each stage has a clear role: nothing sits idle.
Pull in quote templates, job notes, intake forms, and customer FAQs from the agreed sources. Format and access scoped at the Context Audit.
Organize into an AI-readable wiki: rates and rules by job type, materials with current pricing, customer records, and approved FAQ answers.
Surface the right context for a given job request: the right rate band, the matching past quote, the relevant site note.
Run Ledger, your Quote Prep Assistant: takes a customer request, reads the brain, and produces a structured first-draft quote for a human to review.
Scheduled freshness sweeps update the brain as rates change, new job types are added, and customer records grow. Pricing stays current.
Ledger is the meticulous estimator who protects your margins and knows your rules. Ledger takes a customer request, reads your operations brain, and returns a structured first-draft quote for a human to review, adjust, and approve before it goes anywhere. Signature artifact: The Draft Estimate.
Ledger, your Quote Prep Assistant, pulls from the rates and rules section of the brain, the relevant job type record, current material pricing, and any notes from a prior visit to the same customer. Ledger reads the organized wiki, not the raw spreadsheet or inbox.
The Draft Estimate: a structured draft quote, organized by line item, with caveats and any flagged assumptions. The team member reviews it, confirms the rates and scope are current, and approves it before sending. Nothing leaves without that step.
All quotes are approval-ready drafts, not final documents. Your team reviews before sending.
Produced from operations brain. For team review and approval before sending to customer.
Structural alterations, electrical re-routing, and plastering not included in standard kitchen refit scope.
The Context Audit maps your sources before any build quote is written. That is how fixed prices stay fixed and scope stays honest.
A paid scoping engagement: we inventory your templates, pricing rules, and job notes, propose a schema, scope Ledger (Quote Prep Assistant), and write a fixed build quote.
One operations brain built from the agreed sources, with the schema applied and Ledger (Quote Prep Assistant) stood up behind an approval gate.
Scheduled freshness sweeps keep rates and job types current. Skill tuning and one new or upgraded skill each quarter.
Yes. The Maintain stage includes scheduled freshness sweeps that update the rates and materials sections of the brain when pricing changes. The audit maps how often your pricing changes and builds a sweep schedule around that cadence.
Inconsistent templates are common and the Context Audit exists to assess them. Part of the audit output is a proposed schema that standardizes the structure going forward. The cleanup cost is made explicit before the build is quoted.
A paid scoping engagement (500 to 750 pounds) where we inventory your sources, map their format and condition, propose a schema, scope Ledger (Quote Prep Assistant), and write a fixed build quote. It is the only route to a defensible price, because the effort to clean and structure operational data varies widely.
No. Ledger produces a draft that your team reviews and approves before it is sent to any customer. Approval-first is a firm operating rule. Ledger prepares the work; a human sends it.
We map your sources, propose a schema, scope Ledger (Quote Prep Assistant), and produce a fixed build quote. That is the whole audit.
Book a Context Audit