QUOTING & ESTIMATING

Quote faster. Win more work.

Tell Sophiie what the job needs, from the office or the car, and she prepares an accurate quote from your pricing and materials list, sends it to the customer, and follows up until you get an answer.

Find out more
2
Ways to quote: say it or type it
100%
Built from your pricing and materials list
0
Quotes forgotten in the drafts folder
24/7
Unaccepted quotes chased for you

Priced right. Sent fast. From job details to yes.

Sophiie prepares the quote from your own pricing, gets it in front of the customer while they're still keen, and keeps following up until you have an answer.

PREPARED FOR YOU

Quotes drafted while you're still on site

The job details are already in Sophiie, from the call, the chat, or Phone Scribe. She turns them into a quote: line items, labour, materials, all laid out and ready for you to fire off.

Quote: switchboard upgrade
Drafted from the job details, ready to send
FROM THE CAR

Say the job. Sophiie quotes it.

Driving between jobs? Tell Sophiie what the last one needs: the scope, the materials, the labour. She prepares the quote while you drive, so it's ready before you're at the next site.

Voice to quote

Quote for Mary Johnston: switchboard upgrade, three-phase, allow half a day plus materials.

Done. Quote drafted from your price list, ready for your review.

Beauty, send it once I've had a look.

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ACCURATE PRICING

Built from your pricing and materials list

No guesswork and no mates-rates memory slips. Sophiie pulls from your own pricing and materials list, so every quote reflects your real rates, your real costs, and your margins.

Labour ratesFrom your price list
MaterialsFrom your materials list
MarginsYour rules, applied every time
SENT AND TRACKED

Sent, tracked, and easy to accept

Sophiie sends the quote to the customer and tracks it from there. They can accept it straight from the quote they receive, no printing, no back and forth. You always know what's out, what's waiting, and what's been accepted.

FOLLOW-UPS

Unaccepted quotes get chased, automatically

Most quotes don't get rejected, they get forgotten. Sophiie follows up every quote that hasn't been accepted, nudging the customer until you get a yes, a no, or a conversation.

Mary JohnstonQuote follow-upAwaiting reply
Quote sent

Tuesday morning

Followed up

Text sent, awaiting reply

Next

Reminder set for another nudge

AI QuotingEstimatingVoice to QuoteYour Price ListMaterials ListQuote Follow-upsSent and TrackedCustomer CRM

What changes

What changes when Sophiie does the quoting

  • A faster yesCustomers get the quote while they're still keen, not a week later.
  • No pricing guessworkYour price list and materials list, applied the same way every time.
  • Nothing dies in draftsEvery quote goes out, gets tracked, and gets followed up.
  • Quote from anywhereThe ute, the site, the smoko break. Say the job and it's drafted.

Quoting and Estimating FAQs

You load your pricing and materials list into Sophiie, and every quote is built from it. Your rates, your materials costs, your margins, applied consistently.

Ready to quote before the competition calls back?

Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.

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