# Draft Quote From Site Notes and Voice Memos

Source: https://maito.app/workflows/turn-site-notes-into-a-quote-draft

Send Maito your visit notes or a voice memo and get a priced draft quote built from your price list, with unpriced items and old-job mix-ups flagged.

Voice memos and notes from a job visit become a priced quote draft by the evening.

[Sales](https://maito.app/workflows/team/sales) · [Home services](https://maito.app/workflows/industry/home-services) · When you ask · Updated October 19, 2026

Works with

-   Slack
-   Email
-   Box
-   Dropbox
-   Notion
-   Microsoft 365

## How 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

1.  Read the notes or memo transcript
2.  Match the work to price list items
3.  List gaps and unclear items
4.  Save a draft for approval

## Example

**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

When you ask Turn site notes into a quote draft

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

### Does it understand voice memos?

Yes, if you attach the memo. It works from the transcript and lists what it heard.

### Where is the draft saved?

In your job system, such as Jobber, or as a file in Drive, Box, Dropbox, Notion or Microsoft 365.

### What if my notes are vague?

It leaves vague items unpriced and asks, so a quantity isn't guessed.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

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