Quote preparation
Turn job details into a structured draft using your rates, templates and scope checklist.
FOR BUILDERS, CONTRACTORS & TRADES
More time on site.
Less time on admin.
Connect enquiries, quotes, change approvals and invoice preparation. Practical AI automation for a small team with real work to get done.
Book a free workflow review 30 minutes · No obligation · Talk directly with the developer
A BETTER WAY TO WORK
Kitchen renovation · New enquiryIncoming quote request
1Quote drafted from your price rules
✓You review scope & approve changes
3Invoice draft prepared from approved work
ILLUSTRATIVE WORKFLOW · Tailored to your tools and approval rules.
Built for small teams with busy days.
✓ Your existing tools✓ Human approval✓ Your system, your access
START WITH THE WORK THAT REPEATS
One less task to chase.
Then the next.
We start with a specific bottleneck, connect the steps and make the result easy for your team to check.
Change approvals
Keep variations, customer approvals and job updates together so details do not disappear in messages.
Invoice preparation
Prepare invoice drafts from approved work and pass them to your existing accounting process.
WHAT CHANGES IN PRACTICE
The same business.
A smoother working day.
Re-entering a job enquiry, rebuilding a quote and searching messages to check whether a variation was approved.
Job details carry through the workflow, with approval steps before a quote or invoice goes out.
You approve pricing, scope and invoices. AI drafts are checked against your rules before use.
A PRACTICAL WAY TO START
Understand it. Build it.
Make it work for your team.
Walk me through one repetitive task, the tools involved and where things get delayed. We decide whether automation is a sensible fit.
You receive a scoped proposal covering the workflow, integrations, approvals, delivery and running costs. Contracts can be managed through Upwork.
We test with representative examples, document the process and give you access. Ongoing maintenance is available under an agreed support arrangement.
What is repeated admin costing your week?
Illustration based on 22 working days. This measures time currently spent, not promised savings. hours / monthAvailable to investigate in your workflow review.
YOUR DEVELOPER, DIRECTLY
Sheby M.
AI Automation Developer
✦ Top Rated Plus100% Job Success
I build the connections between the tools you use and the way you work. We agree the scope before development and keep ownership, approvals and ongoing costs clear.
View my Upwork profile ↗BEFORE WE TALK
Good questions.
Clear answers.
Do we need to replace our existing software?
Usually the first step is to connect what you already use. We check API access, exports and permissions before promising an integration. Some tools need a paid plan or may not support the workflow.
Will AI send messages or change records on its own?
We define that together. Drafting and organising are good starting points. Pricing, sensitive decisions and external messages can require your approval, with logs and exception handling.
Who owns the system?
The agreed custom deliverables and account access are handed over under the project contract. Third-party software, models and services remain subject to their own licences and subscription terms.
What will it cost?
Implementation is quoted after reviewing scope. Hosting, API usage, software subscriptions and maintenance are listed separately. The workflow review is free; no payment details are needed to book.
How is business data handled?
We agree which data can be processed, where it goes, who can access it and how long it is retained. Sensitive workflows need appropriate access controls, reviewed integrations and testing before production use.
LET’S FIND YOUR FIRST WORKFLOW
Bring the task
you’re tired of repeating.
Leave with a clearer idea of what could be automated, what needs a person and what a sensible first milestone would look like.
- Review your current process
- Identify a useful starting point
- Discuss scope and integration requirements
Book a free workflow review Google Meet · 30 minutes · Your local time zone