SwiftLabs Solutions

Use case · Trades

Quotations in the trades

In the trades a quotation usually follows a site visit - from photos, measurements on a notepad and what the customer said. Which means days often pass between visit and sent quotation, days in which the customer already has two other offers.

Typical scope: one process

What is different here

What it actually turns on in the trades.

01

The basis is a measurement, not a document

Photos from a phone, dimensions on a scrap of paper, sometimes a voice note recorded in the van. That is unstructured but complete - and today's models cope with it considerably better than classic form logic does.

02

Line items come from service catalogues

Costing runs through standard items with time allowances from the trade software. The effort lies in hitting the right items, not in adding them up.

03

Speed decides the order

At a comparable price, whoever is there first almost always wins. A quotation that reaches the customer on the day of the site visit has a noticeably different hit rate than one that arrives four days later.

Systems we connect here

  • Streit V.1
  • pds
  • Label
  • Sander & Doll
  • DATANORM catalogues
  • Photo archive

If yours is not listed, that is not an exclusion. Where no interface exists, we build one - that is the most demanding part and it is our trade.

The rule that only applies here

Quote after a site visit and you lose orders by days, not by cents. The leverage is in the time between visit and quotation - not in costing accuracy.

The difference

The same process, once as it is today and once with us.

  1. 01Enquiry
  2. 02Costing
  3. 03Prices
  4. 04Quotation

A person does itThe system does it

How it runs today

  1. 01The enquiry arrives by email, often with a drawing, a bill of quantities or a photo attached.
  2. 02Someone reads it, looks for comparable jobs in the ERP and costs it on the basis of the last similar calculation.
  3. 03Prices and availability are gathered from two or three sources.
  4. 04The quotation is assembled in the template document, checked and sent.

How it would run with us

  1. 01The enquiry is read on arrival, attachments included - drawing, bill of quantities, scan.
  2. 02Comparable jobs come from the ERP, and the costing basis is there as a proposal.
  3. 03Prices and availability are gathered; anything unclear is flagged rather than guessed.
  4. 04The draft sits in your own template - a person checks it and releases it.

What it gets you

  • An enquiry does not sit in the inbox until someone has time - it is captured the moment it arrives.
  • The basis for the calculation is ready, instead of being pieced together again for every quote.
  • The draft is there the same day, even when the enquiry comes in at night.

Where it does not fit

If every enquiry is a one-off and there are no comparable jobs, there is little to gain here. The benefit comes from repetition, not from intelligence.

Frequently asked

Is this worth it in the trades?

Quote after a site visit and you lose orders by days, not by cents. The leverage is in the time between visit and quotation - not in costing accuracy. Whether it pays for you depends on your volume - the audit establishes that.

We use a different system from the ones listed. Does it still work?

Yes. The ones listed are those we most often meet in the trades - a list, not a precondition. Where no interface exists, we build one.

What do we have to provide?

Read access to the quotations closed over the last twelve months - that is where the system learns your costing logic, not from a formula. Access to the ERP, or at least a regular export of jobs and prices. A contact in sales who has two to three hours a week for questions during the first weeks. Nothing more is needed to start.

How will we know it works?

Across 30 real past enquiries the draft falls within your usual price tolerance in at least 80 % of cases. Every unclear item is flagged - nothing is quietly guessed. No quotation leaves the building without a person releasing it.

How long does implementation take?

4 to 6 weeks to the first productive run.

Does the AI decide on its own?

The draft is produced independently; the release is always a person. A quotation is a binding document - it never leaves the building unseen.

When is this not worth it?

If every enquiry is a one-off and there are no comparable jobs, there is little to gain here. The benefit comes from repetition, not from intelligence.

The same process, in general

This page shows the fit in the trades. The process itself is sector-independent - what matters is whether it repeats.

Quotations in general

Let us start with a conversation.

You tell us where your time goes. We put it in writing: what is worth automating, and roughly what that costs.

ContactTry the process check first - two minutes