The AI Quoting & Paperwork Copilot helps you quote faster and stop retyping the same information. It reads plans, specifications and site photos and drafts a quantity list, a material list and a quote. It then turns job details into drafts of the forms, permits and close-out documents your work requires. You review and send everything.
Sound familiar?
- Quotes eat your evenings, and you still miss items.
- Supplier prices move every month, so old quotes go stale.
- The same job details get typed into three or four different forms.
- You turn down work because you do not have time to price it.
How it works
- Upload. Drop in the plans, specs, site photos or scope.
- Takeoff. The copilot counts items and quantities and flags anything unclear.
- Pricing. Your current supplier prices, labour rates and markups are applied. You adjust anything you want.
- Paperwork. Job details become drafts of permits, compliance forms and close-out documents for you to review and submit.
What we install and set up
- Setup with your rates, markups and quote template
- Your supplier price lists
- Templates for your recurring forms and close-out documents
- Training for you or your estimator
What you get
- Faster, more consistent quotes
- Material lists you can send straight to your supplier
- Less retyping of the same details
- More quotes out the door
Who it’s for
Any business that prices work from drawings, specifications or site visits, or that fills in the same forms job after job: contractors, installers, fabricators, designers and service companies.
Good to know
The copilot prepares drafts only. You remain responsible for your pricing, designs, code compliance and every submission to regulators or customers. Always check quantities against the source documents.
Pricing
Every job starts with a free on-site assessment. You get a fixed-price quote before any work starts, and most services can begin as a 30-day paid pilot so you can see results before committing to anything ongoing.
Frequently asked questions
Does it send quotes or submit forms for me?
No. It prepares drafts. You review them and send or submit them yourself.
How accurate are the quantities?
They are a fast first pass that flags unclear items. You always review the counts, just as you would check a person’s work.
Does it work for my industry?
If your quotes come from drawings, specs, photos or a site visit, it usually can. The free assessment confirms fit using one of your real past jobs.
Is my pricing kept private?
Yes. Your rates, markups and documents stay in your own account.
Related services
See it on your site first
Book a free 45-minute on-site assessment. We walk the site, show you what the system would give you, and leave you with a written plan. No software pitch.
Pfitztech Contracting Ltd. · Licensed electrical contractor, Technical Safety BC LEL0203920 · FSR-B on every job · Serving Kelowna, West Kelowna, Lake Country, Vernon and Penticton · 250-575-5721