Brings in money
How it runs.
- 1Send notes from the jobA few lines and some photos, straight into your Slack channel from your phone.
- 2It's priced from your ratesYour rate sheet, past quotes and supplier prices are used. Anything it can't price is flagged, never guessed.
- 3A draft lands in XeroIn your template, with the scope written the way you write it.
- 4You check and approveAsk for a line to change, or reply approve.
- 5Sent, then followed upThe quote goes out from Xero, with a friendly follow-up if there's no answer in a few days.
What waits for your yes: Every quote waits for your approval before it reaches a customer.
#harbourline-plumbing · 8:02am
Draft quote QU-0412 is in Xero, from your photos and notes at 2:15pm:
Runs in the tools
you already use.
Each one is connected through your own account, with only the access this workflow needs.
XeroQuotes and your item list
ServiceM8Jobs and quotes
TradifyJobs and quotes
simPROQuotes and materials
Google WorkspaceYour rate sheet in DriveTools Feltlab works with, not partners or endorsements.
Who it's for.
Each industry page lists the tools, the other workflows and where most businesses start.
Trades
Quotes drafted. Invoices chased. Bills filed.
Quotes drafted from site notes, overdue invoices chased, supplier bills filed in Xero and missed calls answered. Admin automation for electricians, plumbers, aircon and roofing businesses in Australia.
See the workflows
Builders and renovators
Supplier bills filed. Clients updated. A Monday job brief.
Progress claims and variations drafted, supplier invoices filed in Xero, subcontractor paperwork tracked and clients kept up to date. Admin automation for small building companies in Australia.
See the workflows
Two ways to start.
Both are monthly, with nothing up front and no lock-in. Prices exclude GST.
Included in Starter for quotes in Xero. Quoting in ServiceM8, Tradify or simPRO is connected on Managed.
Starter
Where most start$500 + GST a month
Your industry's workflows, ready to switch on.
- Your agent in a private Slack channel
- Workflows preconfigured for your industry
- Connect your systems
- Support by message
Managed
$5,000 + GST a month
New workflows built and looked after for you.
- Everything in Starter
- New workflows built to your process
- Monitored and fixed if anything breaks
- Priority support and a monthly review
Get things built on Managed, then drop back to Starter when you don't need all hands on deck. What's built keeps running.
Your own private server
Your automations run on a server set up for your business alone, never shared with another client.
Only what a step needs
Your records stay on your server. When a step needs AI, only the information for that step is sent.
Never used to train AI
AI requests only go to providers that don't train on your data or keep it, and any that would are blocked.
You approve what matters
Money, bookings and messages to customers wait for a yes from you or your team.
Every action logged
A plain-English record of everything it read, wrote and sent, so you can always check what happened.
Ring-fenced AI keys
Your business gets its own AI keys with spending limits, so usage is separate, capped and visible.
Questions
What if a price isn't on my rate sheet?
It's flagged in the draft for you to fill in. Prices are never guessed.
Can it quote from photos alone?
Photos help with the scope, but a few words on what the job is make the draft much better. If something important is missing, it asks.
Does it work with ServiceM8 or Tradify?
Yes, through your own account, which is set up on Managed. On Starter, quotes are drafted in Xero.
More workflows.
Let's find your busywork.
Start with a free 15-minute call. If there's a fit, your agent can be running within days.
Jason Corbett, founder
Your one contact from first call to launch.