What you get
- Quotes and reports drafted from your own data
- Prices taken from your price list, every time
- Nothing sent without your approval
- your price list
- your CRM
- your accounting
Solutions · For operations
Quotes and reports
Quotes, proposals and client reports drafted from your data. You approve before anything goes out.
The problem
Every quote and every monthly report is built by hand from the same few sources. It takes hours, and the prices in them drift away from the price list.
At a glance
Where it sits in your day.
- It starts withA job to quote, or a month endA new job in your CRM, or the first of the month
- The systemQuotes and reports
- Drafts quotes from your prices
- Builds reports from your numbers
- Sends nothing unapproved
- Hands off toYou, to approveEvery draft waits for a person
- You end up withSent and filedA PDF quote or report, filed in your tools
What changes
The same work, before and after.
TodayEach quote is built by hand from the price list and the job notes.
With the systemThe draft is ready from your prices and the job details.
TodayPrices in old quotes drift away from the price list.
With the systemEvery price is taken from the price list, with its source.
TodayMonthly reports mean copying numbers out of four different tools.
With the systemIt pulls the numbers from your tools and fills in your layout.
TodayA quote goes out with a typo because it was rushed.
With the systemNothing is sent until a person has read and approved it.
Illustration · a made-up example
Watch it work
Quotes and reports, step by step.
A landscaping firm, end of the month. One morning: a quote request, and the June reports for the maintenance clients.
CustomerThu 8:50 am
A customer asks for a quote
The request arrives in your inbox like any other. The system picks it up as a job to quote.
- Ellen Brooks · 8:50 am
Hi, we would like a quote for a retaining wall at the back of the yard. About 24 feet long and 2 feet high. Thank you.
- Ellen Brooks · 8:50 am
The system8:52 am
It pulls the job details
The request and your site notes are in the CRM. It reads them, so the draft starts from what is actually known about the job.
Ellen Brooks
- Job
- Retaining wall
- Size
- 24 ft long, 2 ft high
- Site notes
- Slope toward the fence, access by the side gate
- Quote
- Not yet draftedopen
The system8:55 am
It drafts the quote from your price list
Each line uses a price it can trace to your list. It does not make a price up.
Quote for Ellen Brooks
Block wall, 24 ft at $85 per ft: $2,040
Base gravel and drainage: $310
Labour, 2 days: $960
Total: $3,310
Every price traced to your price list. Not sent
The system9:05 am
It drafts a monthly report too
For a maintenance client, it takes the month’s numbers from your CRM and accounting and puts them in the layout you wrote down.
- Visits4From your CRM
- Invoiced$1,240From your accounting
- Open requests1From your CRM
Draft, waiting for approval
You9:30 am
You approve what is right
You open the queue and read the quote. You approve it, and it goes to the customer and is filed. The report still waits for your check.
- Quote · Ellen Brooks$3,310, approved, sent as PDFsent
- Report · Marsh Street LoftsJune, approved, sentsent
- Report · Pine Court HOAJune, waiting for your checkto approve
We generate our own audit reports, order forms and invoices from our data, and complete websites from a business’s details.
IN OUR OWN BUSINESS
What it costs
A fixed price, in writing, before you pay for a build.
What it costs depends on how many of your tools it connects and how much it decides on its own. The map works that out for your business. The first call is free.
Systems map
$500one time
A written plan of which systems to build first, what each costs and what it will not do.
- Your tools, data and repeated steps mapped
- Systems ranked by the hours they save
- A fixed quote for each one
- Yours to keep, whoever builds it
Credited in full to your first build
Build
from$2,500per system
One system, built to the map, at the fixed price quoted in it.
- Built in accounts you own
- Connected to the tools you use, or built new
- Run on your real work in a test mode first
- Runbook and brain notes handed over
Fixed quote in writing before work starts
Run and improve
from$500/month
We host it, watch it, fix it, and turn what it gets wrong into rules.
- Hosting and monitoring
- Every miss logged as a lesson
- A monthly note on what changed
- Month to month, stop any time
Priced per system in the map
Same team
More for operations.
Free 30-minute call
Tell us how this work is done today.
Bring the tools you use and the steps your team repeats. You leave the call knowing whether this system is worth building for you, roughly what it costs, and whether we are the right people to build it.
Pick a time on the calendar. It is a 30-minute call, and the invite lands on your calendar when you book. Prefer email? [email protected]
We reply by email within 24 hours.
October 2026
MoTuWeThFrSaSu
Checking the calendar…
Questions
What people ask about this system
Nothing is sent until a person has approved it, so you can fix it first. It uses only prices and numbers it can trace to a source.
Yes. We write your report layouts into the brain, so each report follows the layout you already use.
Your price list, your CRM and your accounting, and it produces PDFs. Which ones we connect is settled on the map call, before you pay for a build.
We generate our own audit reports, order forms and invoices from our data, and complete websites from a business’s details.