Instant quote drafter
Turns a voice note or a few job photos into a priced, branded quote in minutes instead of a 30-minute desk job.
What it's worth
Saves 3–5 hrs/week
Who it's for
Trades who quote often and hate the paperwork side of it, especially if you're quoting from the ute between jobs.
DIY: how to set this up yourself
A high-level path to a basic version you can build in Claude on your own.
- Give Claude your price list, standard line items and how you usually structure a quote.
- Record yourself describing a job the way you naturally would, and use that as the template for how Claude should read voice notes.
- Ask Claude to draft a quote document, with your logo and terms, from a description or a set of photos.
- Build a simple checklist of what needs to be in every quote: scope, price, exclusions, validity period.
- Test it on a handful of real jobs and adjust the wording and layout until it looks right.
- Always give it a once-over before it goes out. It drafts, you approve.
Want the detailed, copy-paste build instructions and the exact prompts?
They're inside the Upstart AI community. Join up and get the full recipe for this project, plus every other one.
Not sure if this is the right place to start?
Book a free strategy call