Solution example · Manufacturer · London, UK

Quotes from site measurements, jobs on a schedule, installers on a checklist

Ironside Fencing. Quotes built by hand from site measurements; jobs scheduled over calls.

The problem

“Every quote is me with a calculator and a price list after a site visit. Then we agree dates by phone, and an installer turns up without the right materials list.”

The solution

A quote builder where the surveyor enters the site measurements and picks panel and gate types; it works out materials and the price from the company's own price list and produces a quote document. Accepted quotes become jobs on a shared schedule. Installers get a checklist app on their phones for each job, with the address, the materials list and sign-off photos.

A board of fencing jobs in four columns: Drafted, Sent, Accepted and Scheduled, each card showing an address, a price and a length.

Tools and AI used

Airtable holds the price list, quotes and jobs, Google Calendar carries the schedule, and Glide gives installers a simple phone app. Claude helps turn the company's price rules into formulas and checks the quote wording. The calculations are plain formulas the owner can read.

Airtable
Glide
Google Calendar
Claude

What now works

A quote follows the same rules every time because the rules are in the tool, not in one person's head. Jobs have a date, a crew and a materials list, and installers carry a checklist instead of a message thread.

Timeline, package and price

The installer app and the quote rules are custom work, so they are quoted after a discovery call and come with a maintenance plan. We start with the Get Organised package for the records and the schedule, then add the quote builder and the checklist. About six weeks.

About 6 weeks · starts with

Get Organised

$1,750 one-time

Indicative, set for your region. See the package.

Then

Stay Running

$105 a month

Indicative, set for your region. See the package.

Need something like this?

Quote from measurements or schedule crews by phone? Tell us how a job goes from enquiry to finished.

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