A $21,924.10 quote. Built by AI. Correct to the cent.
A trade business was spending around an hour on every quote: copying job details, typing line items, working out GST, then entering it all again in Xero. Now an AI agent builds the quote from the job record and puts it straight into Xero. Quoting runs this way regularly.
Every quote gets typed twice. Once in your CRM, once in your accounts.
What we did, step by step.
Fed it a real job, not a test record
A live job straight from the business's CRM. No dummy data, no demo account.
Built the quote, line by line
Every line item, a $19,931 subtotal, $1,993.10 GST and a $21,924.10 total, worked out automatically.
Checked it against the owner's own maths
The owner had calculated the same quote by hand. The AI's version matched it to the cent.
Hit a snag, and fixed the real cause
The first attempt was rejected by Xero. A placeholder setting was sitting where the live account details belonged. We fixed it at the source, using the same method already working elsewhere, not a workaround.
Pushed it live into Xero
The quote landed as a draft in the business's real Xero account, confirmed by Xero itself, ready for the owner to review and send.
From "Type It Twice" to "Check and Send"
An hour per quote
Job details copied across, line items typed out, GST worked out by hand, then everything entered again in Xero. Plenty of room for typos.
Draft quote, ready to check
The job record becomes a draft quote in Xero automatically. GST right, line items exact. The owner reviews it and sends it.
What's an hour per quote worth?
At around 60 minutes per manual quote, here's what comes back each year.
Example calculation based on around 60 minutes per manual quote and 48 working weeks. Excludes the time to review each draft before sending. Not reported results.
Time your next quote
Start a timer on your next quote
From opening the job to the quote sitting in your accounts.
Count what you typed twice
Names, addresses, line items, prices. Anything that already existed somewhere else.
Multiply by your quotes per week
That's the time you're spending as a data entry clerk instead of running the business.
Start to finish
"If a number already exists in your system, nobody should be typing it again."
Operations IntelligenceHow long does your next quote take?
We'll look at how you quote today and show you what an AI agent would build straight into your accounts.