Turn site notes into a quote draft
Voice memos and notes from a job visit become a priced quote draft by the evening.
Sales · Home services · When you ask · Updated
Works with
- Slack
- Box
- Dropbox
- Notion
- Microsoft 365
Slack
Box
Dropbox
Notion
Microsoft 365How do you turn site notes into a quote draft?
To turn site notes into a quote draft, send Maito your notes or a voice memo in Slack. It reads them, prices the items from your price list, adds labor, and totals the quote. It lists anything it couldn't price and saves a draft in your job system. Nothing goes to the customer until you approve.
How it's done today
The estimator retypes observations into a quote at night.
What Maito does
- Read the notes or memo transcript
- Match the work to price list items
- List gaps and unclear items
- Save a draft for approval
Example
@Maito My notes from 31 Pine Rd for Ellen Park are attached as a voice memo. Draft the quote.
Draft Q-2207 from the memo and the price list. • 40-gallon gas water heater (WH-40G): $1,420 • Expansion tank: $85 • Gas flex connector: $62 • Permit and haul-away: $190 • Labor, 4.5 hours at $110: $495 Total: $2,252. Not priced: you said "maybe a new shutoff valve, see how it looks", with no quantity. Catch: the memo says "same as the Hartley job", but Hartley's quote used a 50-gallon heater at $1,690. I priced the 40-gallon you described. Nothing goes to the customer until you approve.
@Maito Add the shutoff valve at $140 installed and mark it ready.
Added. Total is now $2,392. Q-2207 is saved as a draft in the job system for your final check.
Luis (6:41 PM):
My notes from 31 Pine Rd for Ellen Park are attached as a voice memo. Draft the quote.
Maito (6:44 PM):
Draft Q-2207 from the memo and the price list.
• 40-gallon gas water heater (WH-40G): $1,420
• Expansion tank: $85
• Gas flex connector: $62
• Permit and haul-away: $190
• Labor, 4.5 hours at $110: $495
Total: $2,252.
Not priced: you said "maybe a new shutoff valve, see how it looks", with no quantity.
Catch: the memo says "same as the Hartley job", but Hartley's quote used a 50-gallon heater at $1,690. I priced the 40-gallon you described.
Nothing goes to the customer until you approve.
Luis (6:50 PM):
Add the shutoff valve at $140 installed and mark it ready.
Maito (6:51 PM):
Added. Total is now $2,392. Q-2207 is saved as a draft in the job system for your final check.
How to set it up
- Set up
Nothing to set up. Ask in Slack or by email whenever you need it.
- Connect field service software
- Jobber
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It prices from your price list and notes. It can't see the job, so quantities and conditions you didn't mention aren't in the quote.
Questions
Yes, if you attach the memo. It works from the transcript and lists what it heard.
In your job system, such as Jobber, or as a file in Drive, Box, Dropbox, Notion or Microsoft 365.
It leaves vague items unpriced and asks, so a quantity isn't guessed.
