The short version
From job note to a quote you stand behind.
Start with the way you already work. QuoteMate turns your notes into an editable scope and work-item draft, then leaves the review and final say with you.
- 01 / DETAILS
Add the job details.
Type job notes or record a voice note. Add job photos and the site location when useful.
- 02 / EDIT
Review and edit the AI draft.
QuoteMate drafts the scope and work items with estimated quantities. Edit the details and add or check prices; it does not source supplier prices.
- 03 / APPROVE & SHARE
Approve and share.
After approval, email the quote or open your text-message app with its link. Customers can review and respond through that link.
Accuracy stays visible
Fast on the first draft. Careful with the numbers.
A useful assistant should make the unknowns easier to see—not quietly fill them in.
- Confirm missing or uncertain material prices before the quote is final.
- Edit any scope item, hour estimate, cost or markup in the draft.
- Nothing is sent until you approve it.
The work after the quote
Keep the next step from slipping through.
See each lead from first enquiry through to booked, completed or lost. Drag jobs between stages and set follow-ups for quotes still waiting on a reply.
- 01
New lead
- 02
Site visit
- 03
Quote draft
- 04
Quote sent
- 05
Viewed
- 06
Follow-up
- 07
Accepted
- 08
Booked
- 09
Completed
- 10
Lost
Configurable reminders can follow up on day 2, 5 and 10—and stop as soon as a customer accepts or declines.
Across Australia
More time on the tools. Fewer leads forgotten.
Across Australia and across trades, QuoteMate AI helps you turn job details into an editable quote, keep customers in the loop, and stay in control of what gets sent.