Plumbing or HVAC
"Send me a quote" comes in at night and waits days.
Builds it from your price list and the customer's photos, ready for your OK in the morning.
The Roster
Quote Builder
Written quotes, held for OK
Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
- Plan
- Every plan
- Setup
- A few basic questions
- Approval
- Nothing sends without your OK
- Works in
- Email today; texting on request
See it at work
Examples. Names and numbers are made up.
Builds a written quote from your price list, the job details and the photos the customer emails. Every quote waits for your OK, and if the customer goes quiet, it drafts a polite check-in for your OK.
more
What it handles
- Written quotes from your price list
- Your notes from a visit or a call (on request)
- Customer photos, to spot what the job needs
- Options, like good, better and best, when you use them
- Polite follow-ups when a quote gets no reply, by email, even for quotes asked for in chat
- A list of quotes sent, which we email you when you ask
What waits for your OK
- Every quote, every time
- Any price that isn't on your list
- Any discount or change to your terms
What it never does
- Promise a price, date or time you haven't set
- Spend your money or agree to a charge
- Pretend to be a person. If asked, it says it's an AI assistant
- Guess. When it isn't sure, it hands the question to you
- Guess a price for work that isn't on your list
How businesses use it
Marketing agency
Proposals take an evening to put together.
Turns the client's emailed brief into a written scope and price from your packages.
Salon or spa
Wedding and package requests need a custom price.
Builds the package quote from your menu and holds it for you.
Flat-fee law office
Fee quotes go out late after the consult.
Drafts the fee quote from your flat-fee list for your review. No legal advice, ever.
How it works
Every step, who does it, and where it waits for your OK. Nothing sends without your OK.
See the full workflow
What you'll provide
Everything it needs to do the job. You add it during setup.
Information
Facts about your business.
- Your price list, even a rough oneRequired
Quotes are built only from your prices.
Takes about 15 minutes
- Two or three past quotes you likedRequired
So its quotes look and read like yours.
Takes about 5 minutes
- Your terms: deposit, warranty, how long a quote is goodRequired
So every quote carries the same fine print.
Takes about 5 minutes
- Your packages or good, better, best optionsOptional
If you offer choices, it lays them out the same way.
Takes about 10 minutes
Access
Accounts it connects to.
- Your business email (Gmail or Google Workspace)Required
So messages come from your business. It gets its own seat, or you invite it.
Takes about 5 minutes
- A text line for customersOn request
Texting is on request today. If you want it, it gets its own line and you keep your number.
- Your quoting or invoicing softwareOn request
Today quotes go out as a plain email.
Decisions
Your rules. Email us a change any time and we make it.
- When to follow up on a quiet quote, and when to stopRequired
For example, after 3 days, then once more after a week.
Takes about 2 minutes
- Jobs that always need a visit firstRequired
So it never prices work it can't see.
Takes about 2 minutes
You never send passwords by email or chat. You enter any login your roles need on a secure page we email you. It goes straight to your own private setup; we never see it. Each role gets its own work account, with its own email and calendar seat, or you invite it the way you'd invite a new employee. You can remove it any time. Texting is on request: if you add it, you keep your phone number and forward texts to its line.
After you hire
- 1Answer a few basic questions about how the job is done
- 2You add the items above during setup
- 3It starts in shadow mode: it drafts, you watch
- 4It goes live with your OK
Information
- Provider
- AgentRoster.AI
- Category
- Sales
- Plan
- Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
- Setup
- Answer a few basic questions about how the job is done. One-time setup fee $99 to $299 by plan.
- Language
- English
- Works in
- Email today; texting on request
- Approval
- Nothing sends without your OK
- Support
- Email hello@agentroster.ai
Your data
- Kept separate from every other customer's.
- Never sold. Never used to train AI.
- Stored in the United States.
- Deleted within 30 days if you cancel.
Details in our privacy policy and provider list.
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Questions
What if it quotes the wrong price?
It can't send a quote on its own. It only uses prices from your list, and when a job doesn't fit the list, it asks you.
Does it come out to look at the job?
No. It works from what you and the customer send: your notes, photos and answers. When a visit is needed, it says so and leaves the call to you.
Will it look like my quotes?
Add two or three past quotes during setup. It follows your wording and the order of your lines, in a plain email, and you approve each one.
Your next hire doesn't need a desk.
Founding rates for the first 50 businesses.