Quote a job by talking to Claude
Platy teamPublished Owners can quote a job by talking to Claude: describe the work out loud, and Claude prices it from your own rates and costs and saves it as a draft quote in Platy. This one-take video shows a flower bed quote built in the yard, from the first word to the draft.
In this video
What changed
- Describe the job to Claude in plain words, right from the yard
- Claude prices it from your own rates, crew pay and material costs
- It asks if it needs one more detail, like crew size, then shows the total and deposit
- Say save and it lands in Platy as a draft quote, with nothing sent to the customer
- Open the draft to edit any line, then send it when you're ready
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Common questions
Can I build a quote by talking to Claude?
Yes. Connect Platy to Claude, describe the job in plain words, and Claude prices it from your own rates, crew pay and material costs, then saves it as a draft quote in Platy.
Does the quote go to my customer automatically?
No. Claude saves it as a draft. Nothing goes to the customer until you open it in Platy and send it yourself.
Where do the prices come from?
Your own numbers in Platy: your rates, crew pay, material costs and overhead. If Claude needs one more detail, like crew size, it asks before it prices the job.
Can I change the quote after Claude builds it?
Yes. Open the draft in Platy and tap Edit to change any price, line or description, plus the client message and terms.
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