Estimating and quoting

Estimating software you talk to.

Point the AI assistant you already use at your book of work, describe the job the way you would describe it to your foreman, and get back a quote priced from your own material costs and your own crew’s speed. It saves into Platy as a draft, for you to read before it goes anywhere.

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$297/month, per company, unlimited users, no per-seat pricing. Month to month. Cancel anytime. No setup fee.

Quoting is not slow because pricing is hard. It is slow because it happens at 9pm.

You already know what fourteen yards of hardwood mulch costs and roughly how long two people take to spread it. The reason the quote goes out two days later is that the pricing happens at a desk, after the driving is done, from notes taken standing in somebody’s front yard. The estimate is not the hard part. Getting back to a keyboard is the hard part.

So the question is not how to make an estimating form faster. It is how to let somebody price the job while they are still looking at it, in the words they would use anyway.

Describe it the way you would describe it to your foreman.

"Quote the front beds. About fourteen yards of hardwood mulch, two guys, half a day. Add edging." That is a complete instruction, and it is the form the answer comes back in: a line for the mulch at your price, a line for delivery, a line for the labour at your crew’s rate and speed, a line for the edging, and a total.

It is priced from your numbers, not from a national average and not from a guess. If your mulch is $38 a yard, the line says $38 a yard. Change what you pay and the next quote changes with it.

It saves as a draft, and a draft is not a promise.

Nothing goes to the customer on its own. The quote lands in Platy as a draft on that client’s record, and you open it, read it, change the line you disagree with, and send it when you are ready. The assistant does the typing and the arithmetic. The number is still yours.

When you send it, the customer opens it in their own login and approves it there. An approved quote becomes a job you can schedule, so the thing you priced and the thing your crew does are the same record rather than two documents that have to be kept in step.

Your assistant, not ours.

Platy publishes a connector your own AI app can point at: ChatGPT, Claude, Codex or whatever you already have open. You add one address and it can read your book of work and write drafts back. There is no separate chat window to learn and no extra subscription, because the assistant is the one you are already paying for.

That also means you can ask it the questions that are not quotes. Who still owes you, what is on the schedule Thursday, which invoices are past due. Same connector, same book of work.

What the quoting side gives you.

Everything here is shipped and recorded above. Nothing on this list is on a roadmap.

Priced from your own material costs and your own crew’s speed
Described in plain words, from the driveway, on the phone you have
Saved into Platy as a draft on the client’s record, never sent automatically
Line by line, so you can change the one you disagree with
Works through the AI assistant you already pay for, not a new one
An approved quote becomes a schedulable job without being retyped
The customer approves it in their own login, not over the phone

Questions owners ask

Where do the prices come from?

Yours. You load your material costs and what your crew actually charges out at, and the quote is built from those. There is no national price book and no industry average standing in for your numbers.

Does it send the quote to the customer by itself?

No. It saves a draft on the client’s record and stops. You read it, change what you want to change, and send it. Nothing reaches a customer without you pressing send.

Which AI assistant do I need?

The one you already use. Platy publishes a connector, and you add its address to ChatGPT, Claude, Codex or another assistant that supports connectors. There is no Platy-branded chat app to learn and no second subscription.

What if the AI gets the price wrong?

Then you change it before you send it, which is why it saves as a draft rather than sending. It does the typing and the arithmetic from the numbers you gave it. Reading the quote before it goes out is still your job, the same as it is today.

Can I write a quote without the AI?

Yes. Quotes are a normal part of the software and you can build one line by line in Platy directly. The assistant is a faster way in, not the only door.

Does it do takeoffs or measure from aerials?

No. There is no measurement tool, no aerial takeoff and no plan reader. You tell it the quantities, the way you would tell your foreman.

The rest of the same system

Platy is one system, so none of these is a separate product or a separate bill. They are the other jobs the same software is doing while it does this one.

Price a real job and see what comes back.

Load your own mulch price and your own labour rate, describe a job you actually quoted last week, and compare. That is the only test that matters.

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