← use cases · construction · sales and quotes

Quote from a site survey

The quote comes from the survey; you review instead of typing.

your agent otooto connected
Here's this morning's roof survey. Prepare the quote.
ooto · survey · readingdone
$ releve_read --photos 12
4 measurements read
ooto · quote · draftdone
$ devis_draft --gabarit couverture
14 lines, 11 derived
The quote is ready to import: 14 lines, 11 derived from the survey and marked. To check: the slope of the north roof.
illustrative scene · no client names
today

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

The survey happens on the roof, on paper or in photos. In the evening, everything has to be redone: picking work items, calculating surfaces, re-entering every line in the quoting software.

with the agent

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

It reads the survey, recognizes the roof type, works out the missing lengths and prepares the lines from your library of work items. Every derived line is marked as such.

  1. 01Read the survey. Photos, sketches or notes: the measurements and the roofing.
  2. 02Work out the rest. Verges, eaves, surface: calculated from the measured dimensions.
  3. 03Pick the work items. From your library, with your prices and your templates.
  4. 04Prepare the import. In your software's format, assumptions listed.

it readssurvey photoswork item libraryquoting software

what comes out

A quote ready to import, each line marked measured or derived.

quote · to importsample
tile roofingderived
ridgemeasured
vergesderived
eavesderived
scaffoldingderived
the gain

Pricing becomes a review: you check the assumptions instead of re-entering everything.

To get started: Your work item library and three recent quotes, with their surveys.

try it on a real case →
also worth reading

more cases: sales and quotes

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.