Quote emails
The agent drafts quotes from your notes, and follows up with customers who have not replied.
- A quote drafted from notes or photos
- Follow-up on quotes that went quiet
- You approve it before it is sent
Trades
An AI agent for tradespeople
You are on the job. The agent takes the paperwork. Quotes, site visits and invoices keep moving without an evening at the computer.
Booking a site visit
The agent suggests times from your calendar, and drafts a confirmation once the customer has chosen.
- Suggestions for open times
- A confirmation and a reminder for the customer
- It lands in your calendar
Invoice follow-up
The agent keeps track of invoices you have sent, and drafts a reminder when one falls due.
- A view of unpaid invoices
- A reminder draft when something is due
- A note when the customer has paid
Example: Halvard Mjøsund at Brekkevik Rør AS gets a quote drafted while he is already on the next job. He only needs to read it and send it.
The agent is set up in your own accounts. Ready in a few hours. The agent subscription is extra, and you pay the vendor directly.
Other industries: Accounting firms · Housing co-ops and condominiums · Estate agents · Law firms · Clinics and dentists · Online shops · Construction firms
Topics: AI agent for businesses · Email and calendar · AI training for businesses · Home
Also read: Automating invoice handling · AI for email and customer follow-up · An AI adviser for small businesses · What an AI agent costs