Review AI-Assisted Trade Quotes Before Customers See Them

AI should help you get to a working quote faster. It should not decide what you promise, what you charge or what gets sent to the customer.

Tools2Done creates an AI-assisted first draft from the project information and pricing settings already held by your business. The draft then opens in the normal quote editor, where you can check and change every scope item, assumption, quantity, internal cost and customer-facing price.

Nothing is sent automatically. You remain responsible for approving the final quote.

Speed without review can become an expensive mistake

A professionally worded quote is not necessarily a commercially safe quote. If the labour allowance is short by two days, waste has been missed or the scope quietly promises work you did not price, good presentation will not protect your margin.

The most useful role for AI is to organise the information you already have and prepare a starting point. Your role is to apply the trade knowledge and commercial judgement that decide whether the quote is right.

Start with the project rather than a blank document

A Tools2Done project can hold the customer, site address, project brief, facts, measurements, dates and photographs. When you ask for an AI-assisted quote draft, that existing project information provides the job context.

The draft can also use relevant business settings such as:

• the project's trade profile or your main trade;
• saved skilled-worker and labourer rates;
• hourly and day-rate settings;
• your working-day length;
• your minimum call-out charge;
• overall or category-specific mark-ups;
• contingency settings;
• materials, plant, subcontractor, waste and consumable categories;
• saved trade-specific estimating and purchasing rules.

This means the starting point is based on your project and your pricing approach. It does not impose one shared set of labour rates or prices on every trade business.

A reviewable draft, not automatic pricing

The generated result opens in the normal Tools2Done quote editor. From there, you can review the document in the order that makes sense for the job.

Check the scope

Confirm that the work description matches what was surveyed and discussed. Add exclusions, customer responsibilities and completion details where needed.

Check assumptions

Look for gaps involving access, existing conditions, working hours, customer-supplied products or measurements awaiting confirmation. If an assumption could change the price, confirm it or explain it clearly.

Check quantities and purchasing requirements

Review measurements, waste allowances, coverage, pack sizes, yields and rounding. A calculated requirement of 8.3 packs may still require nine packs to be purchased.

Check labour

Confirm the number of people, number of days and mix of skilled and supporting labour. Make sure the allowance reflects the real work sequence rather than only the obvious installation time.

Check costs and selling prices separately

Tools2Done distinguishes internal costs from customer-facing prices. Review materials, labour, subcontractors, plant, waste, consumables and other costs before confirming the mark-up or selling price applied to each category.

Example: checking an electrician's first draft

An electrician creates a project after surveying a consumer-unit replacement. The project includes the site address, photographs, circuit information and notes about access. The business has already saved its labour rates, normal working-day length and pricing settings.

Tools2Done can use those details to prepare a structured draft. Before sending it, the electrician still checks:

• whether testing time has been included;
• whether certification is within the quoted scope;
• whether parking and access affect the price;
• whether any remedial work is included or excluded;
• whether the selected equipment matches the surveyed installation;
• whether the customer-facing total covers the business's internal cost and pricing policy.

The AI has removed the blank page. The electrician still makes the professional and commercial decisions.

Keep the customer's document clear without exposing internal workings

A useful trade quote needs enough detail to define what the customer will receive, but the customer does not need to see every internal labour rate, supplier cost or mark-up calculation.

Tools2Done separates internal costs from customer-facing prices, allowing you to check the commercial basis of the job while presenting a clear quote to the customer. Quotes can also include customer-visible notes, terms, reference images and payment schedules where required.

What Tools2Done does not do

• It does not automatically send an AI-generated quote to the customer.
• It does not remove your responsibility for checking the draft.
• It does not guarantee that missing measurements can be inferred from photographs.
• It does not know site conditions that were not recorded or visible.
• It does not force every trade business to use the same labour rates or mark-ups.

Where information is incomplete, a draft may use reasonable trade-specific assumptions. Those assumptions should be checked rather than treated as confirmed facts. AI usage may also be limited by the allowance included with the business's subscription.

A practical workflow from site details to approved quote

1. Create or update the customer and project record.
2. Add the brief, measurements, relevant facts and photographs.
3. Generate an AI-assisted first draft using your saved pricing settings.
4. Complete a technical review of scope, quantities and assumptions.
5. Complete a commercial review of labour, costs, mark-ups and selling prices.
6. Read the customer-facing document for clarity.
7. Send the quote only when you are satisfied with it.

This keeps the efficiency of assisted drafting without giving up control of the price or promise made to the customer.

Frequently asked questions

Does Tools2Done set the final price for me?

No. Tools2Done can apply your saved rates and pricing settings while preparing a draft, but you remain responsible for checking and approving the final selling price.

Can I edit the AI-assisted quote?

Yes. It opens in the normal quote editor so you can change the scope, line items, quantities, costs, selling prices, notes and relevant quote details before sending.

Will the customer receive the draft automatically?

No. The draft is not sent automatically. You decide when it is ready to go to the customer.

Can it create an exact quote from photographs?

Project images can provide useful context, but they do not guarantee exact measurements or reveal every site condition. Measurements, specifications and assumptions still need to be checked.

Does it use generic rates for every trade?

No. The drafting process can use the individual business's saved labour rates, pricing settings, region and trade-specific rules rather than imposing one shared rate card.

Learn how to check a draft properly

Read the full guide to checking an AI-generated trade quote for a practical review process covering scope, assumptions, quantities, labour, direct costs, mark-up, margin and customer presentation.

Put your existing project details to work

Use Tools2Done to move from recorded project information to an editable first draft, then apply your own trade knowledge before anything reaches the customer.

Start using Tools2Done to create reviewable AI-assisted quote drafts.