Your jobs, quotes and customer comms in one view — reading ServiceM8, Nearmap and your accepted quotes.
From job card to draft quote
Pick a real job. The system reads what your team already puts in ServiceM8 — the pre-assessment notes, the photos, the Nearmap outline — and drafts the quote in your exact structure. Cam checks it instead of building it.
| Item code | Item | Qty | Rate ex GST | Total |
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Cam's emails, pre-drafted
Twenty-odd of these go out every week, and they're nearly identical. The system watches the job stage and drafts the email in Cam's own words. He reads, tweaks if he wants, approves. Nothing sends itself.
Address in, estimate out
The website idea: a homeowner types their address, sees their own roof, gets an honest range — and you get their email before your competitors get their call. Ranges only; the real number always comes after a site measure.
The bigger picture
Today's demo is the first layer. Everything below sits on the same foundation — the intelligence layer reading ServiceM8 — and gets switched on in phases, each one proven before the next.
Quoting & comms engine
- Self-learning quotingDrafts in your structure from your accepted quotes — Cam approves every one. Write-back stays off until it's earned.
- Email pre-draftingEdge protection, deliveries, follow-ups — drafted in Cam's voice at the right job stage.
- Website instant estimateAddress in, roof on screen, range out, email captured into your funnel.
- GHL trigger auditYour drip funnel checked and tested end to end — the quick win you asked for.
Storm season & beyond
- Report & claim packsYour photos, iAuditor reports and completion docs packaged per job — built before the next hail week, not during it.
- Takeoff assistTested against your real plans and real orders first. First 80% drafted, roofer sanity-checks in minutes. Sheet-perfect is the bar, not the promise.
- WIP board syncYour Trello / Sheets checklist updated from ServiceM8 stage changes — the tools you already watch, just moving on their own.
- Overflow receptionAn honest "I'm the after-hours robot" that catches the calls you currently miss — never pretending to be a person.