← use cases · construction · sales and quotes

Checking a generated quote against the manual one

Every discrepancy explained, and the rule fixed for next time.

your agent otooto connected
Compare the generated quote with the one I made by hand for this job, and tell me where the discrepancies come from.
ooto · quote · readingdone
$ devis_lire --genere --manuel
2 quotes matched
ooto · quote · discrepanciesdone
$ devis_comparer --par ouvrage
5 discrepancies explained
Five discrepancies: three pack-size roundings, one missed slope coefficient, one different ridge work item. I suggest fixing the slope rule.
illustrative scene · no client names
today

Checking line by line takes as long as redoing the quote.

Checking line by line that a quote produced by the agent is right takes as long as redoing it by hand.

with the agent

A table of discrepancies with their cause, and a rule to fix.

It compares the two quotes, explains each discrepancy (quantity, rounding, coefficient, work item) and suggests the rule to fix for next time.

  1. 01Read both quotes. The generated quote and the hand-made one, line by line.
  2. 02Match the lines. Work item by work item, even when order or wording differs.
  3. 03Explain the discrepancies. Quantity, rounding, coefficient or work item: one cause per discrepancy.
  4. 04Suggest the rule. The fix to write so the discrepancy doesn't come back.

it readsquoting softwarespreadsheet

what comes out

Table of discrepancies with their cause.

discrepancies · 3 linessample
south slope surface+4%
number of hooksrule
laboridentical
the gain

A check that takes minutes, and rules that improve with every quote.

To get started: Provide the two quote files.

try it on a real case →
also worth reading

more cases: sales and quotes

Quote from a site survey

what you deal with

Hours spent picking work items and re-entering everything in the software.

what the agent does

A file ready to import, with the assumptions listed for review.

quote · to importwhat comes out
tile roofingderived
ridgemeasured
vergesderived
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Qualifying prospects with public data

what you deal with

Jobs found by word of mouth, and the area's permits that no one reads.

what the agent does

Every Monday, the building permits and works declarations filed in the department, with the project owner and the nature of the works.

to call · mondaywhat comes out
permit · 14 housing unitssignal
declaration · re-roofingsignal
new establishmentrecent
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Preparing for a client or partner meeting

what you deal with

A client visit where you've forgotten the first conversation.

what the agent does

The day before a visit, a page with the original request, the photos sent, site access, and the questions to ask.

meeting · tomorrowwhat comes out
history3 quotes
open pointdeposit
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your case

tell us what you'd rather stop doing.

we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.

write to alexis →reply within 48 h, in english or french.