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What is an AI proposal generator?
An AI proposal generator is a custom-configured software system that produces professional, branded sales proposals for a service business in under a minute, pulling every price from the business's own approved pricebook rather than guessing or generating numbers. For trade and service companies, a proper AI proposal generator is built around the business's service catalog, labor rate matrix, material bundles, and margin rules, and integrates with the company's CRM so that customer, property, and job details auto-populate into every proposal without retyping. The AI classifies the job scope, selects the right services from the catalog, applies the correct labor and materials, adds the business's markup and overhead rules, and assembles a branded document with scope of work, line-item pricing, terms, warranty language, and a project timeline. Because every number is retrieved (not invented), the system protects margins, eliminates rogue quoting across techs and salespeople, and lets a business respond to estimate requests faster than competitors who are still building proposals by hand.
The Reality
Slow Proposals Kill Deals. Sloppy Proposals Kill Margins.
Proposals Take Too Long
You finish a job walk or a sales call and then spend hours, sometimes days, building a proposal. By the time you send it, the customer has already gotten three quotes from competitors who moved faster.
Inconsistent Pricing Costs You
Money
Every tech on your team quotes differently. One leaves money on the table, another prices too high and loses the job, and nobody is applying your margins the same way twice.
Unprofessional Proposals Lose to Polished Ones
A text message with a number is not a proposal. Customers compare your one-line quote to a competitor's branded, detailed document and choose the one that looks like a real business.
How It Works
From Job Details to Professional Proposal in Under 60 Seconds.
CRM Pulls Customer Info
The moment a job is created or a call is logged, your CRM feeds the customer details, property info, and job notes directly into the system. No retyping anything.
AI Analyzes the Job Scope
The AI reads the job details and classifies the work: job type, complexity, services needed, and any special requirements. It understands your trade, not just generic text.
Your Pricebook Calculates the Numbers
Labor hours, material costs, and service fees are pulled from your custom pricebook. Your margins and markup rules are applied automatically. Every number comes from your data, never invented by AI.
Branded Proposal Generated
A professional, branded proposal is assembled with scope of work, line-item pricing, terms, warranty language, and timeline. Ready to send in under 60 seconds.
You Review and Send
Every proposal passes through a review step before it reaches the customer. Approve it as-is, make adjustments, or add notes. You stay in control of every quote that goes out.
Your Setup
We Build the Brain Behind Your Proposals
During onboarding, we configure the entire system around your business. Your pricing, your services, your margins, your brand. Nothing is generic.
Service Catalog and Pricebook
Every service you offer, structured into your custom catalog with associated labor hours, flat rates, and service tiers. Imported from your existing documents, invoices, or built from scratch with your team.
Labor Rate Matrix
Your labor rates organized by trade type, skill level, and job complexity. Apprentice vs. journeyman vs. master, simple repair vs. complex install. Every rate encoded so the AI calculates accurately.
Material Bundles
For your most common job types, we pre-configure material bundles with associated costs. When the AI selects a job type, it knows exactly what parts and materials are included.
Margin and Markup Rules
Your overhead percentages, materials markup, profit targets, and any volume or tier-based adjustments. Every proposal automatically protects your margins without you thinking about it.
CRM Integration
We connect directly to your CRM so customer data, job history, property details, and deal notes flow into every proposal automatically. No duplicate entry, no missed details.
Branded Proposal Template
Your logo, your colors, your terms, your warranty language. Every proposal that leaves your business looks like it came from a company ten times your size.
AI Training on Your Business
The AI is trained on your specific services, your terminology, your scope language, and your customer communication style. It writes proposals that sound like your best salesperson, not a robot.
What You Get
Everything Your Proposals Have Been Missing
AI-Powered Scope Analysis
The AI reads job details and intake notes, classifies the work, identifies the right services from your catalog, and structures the scope of work automatically.
Pricebook-Driven Pricing
Every number in every proposal comes from your own pricebook. The AI retrieves, it does not guess. No hallucinated prices, no invented line items.
Automatic Margin Protection
Your markup rules and profit targets are applied to every proposal automatically. No tech can accidentally underprice a job or forget to add overhead.
Professional Branded Output
Every proposal is a polished, branded document with scope of work, pricing table, terms, warranty, and timeline. Sent as a professional digital document or PDF.
CRM Auto-Population
Customer name, address, contact info, property details, and job history pulled from your CRM automatically. No retyping, no copy-paste errors.
Proposal Tracking and Alerts
Know the moment a customer opens your proposal, how long they spend on each section, and get alerted when they have not responded so you can follow up at the right time.
Automated Follow-Up
If a prospect does not open or respond to your proposal within a configurable window, the system automatically sends a follow-up message to keep the deal alive.
Team-Wide Consistency
Every tech, every estimator, every salesperson on your team generates proposals using the same pricebook, the same margins, and the same professional format. No more rogue quoting.
Pricing
Custom-Built for Your Business
Every AI proposal system is configured specifically for your trade, your services, and your pricing. Setup scope depends on the complexity of your service catalog.
AI Proposal Generator
ONE-TIME SETUP
$2,500 to $10,000
Based on the size of your service catalog, number of job types, labor rate complexity, and integrations required. Quoted after a consultation call.
MONTHLY
$497/month
Includes system monitoring, pricebook updates, prompt tuning, CRM maintenance, and ongoing optimization.
Custom pricebook and service catalog build
Labor rate matrix configuration
Material bundle setup for common job types
Margin and markup rule engine
CRM integration and auto-population
Branded proposal template design
AI training on your business
Proposal tracking and engagement alerts
Automated follow-up sequences
Team-wide access for all estimators and techs
No long-term contracts. Month to month after setup is complete.
Is This Right For You?
Built for Trades With Repeatable Job Types
FAQ
Common Questions
How does the AI know my pricing?
It does not guess. During onboarding, we build your complete pricebook with every service, labor rate, material cost, and margin rule your business uses. The AI retrieves pricing from that database every time it builds a proposal. If a service is not in your pricebook, it will not appear in a proposal.
What if my prices change?
Your monthly retainer includes pricebook updates. When your material costs change, when you adjust labor rates, or when you add new services, we update the system. You can also flag changes anytime and we will implement them within 24 to 48 hours.
What CRM platforms do you integrate with?
We integrate with all major CRM and field service platforms used by service businesses. During setup, we connect directly to your existing system. If you are on our platform, the integration is even faster.
How long does onboarding take?
Depending on the size of your service catalog, onboarding takes 2 to 6 weeks. A pest control company with 15 service types can be live in 2 weeks. A multi-trade HVAC and plumbing company with 60+ job types will take closer to 4 to 6 weeks.
Does the AI ever make up prices or services?
No. The system is architecturally designed so the AI can only retrieve from your approved pricebook. It cannot invent services, fabricate pricing, or hallucinate line items. If something is not in your catalog, it does not exist in the system.
Can my techs use this in the field?
Yes. The system can be triggered from a mobile device, a CRM entry, or an intake form. A tech can input job details on-site and have a professional proposal generated and ready to present to the customer before they leave the property.
What does the proposal actually look like?
A professional, branded digital document or PDF with your logo, colors, and company information. It includes a detailed scope of work, line-item pricing, terms and conditions, warranty language, and a project timeline. It looks like it was built by a dedicated sales team, not generated in 60 seconds.
Is there a long-term contract?
No. After your one-time setup is complete, your monthly plan is month to month. Cancel anytime. We believe the system should be so valuable to your business that you never want to turn it off.
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Your Next Proposal Should Take 60 Seconds, Not Days.
Stop losing jobs to competitors who simply showed up with a proposal first. We build the AI
system. You close the jobs.
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