Sales Agent

From a site visit to a signed proposal. Before you leave the driveway.

Record the walkthrough and your Sales Agent prices it live, builds the customer's proposal, and chases every quote until it closes. You record. It sells.

How it works

Talk through the job. It does the rest.

From the walkthrough to a signed, paid proposal — the pricing, the document, and the follow-up, handled for you.

1

Record the walkthrough

Talk like you would to the client. The recorder captures the scope. Slope, materials, the lot.

2

It prices and builds it

Live supplier pricing, your markup per line, and a polished proposal. In minutes, not days.

3

They sign and pay

The customer accepts, signs, and pays the deposit right in the proposal. You just approve it first.

The pipeline

A voice note becomes a paid-ready proposal

The recording, the live-priced estimate you approve, the proposal your customer signs and pays in, done.

Hardac · Recorder
Record the walkthroughDescribe the project
● Recording on-site with the Alvarez's · 4:12
"…pergola right here, 12 by 14, cedar… patio out to the fence, pavers… and watch that back corner, it pools when it rains…"
The follow-up

No quote ever goes cold

Your Sales Agent watches every proposal (who opened it, who went quiet) and nudges on its own, so deals don't die in someone's inbox.

3
auto-nudges sent this week
2
proposals reopened
0
leads gone cold
Cho · Full landscape designAccepted
Signed · 40% deposit paid
$74,000
Whitman · Drainage + regradeViewed
Opened 14 min ago. Follow-up scheduled if no reply by Fri
$18,200
Alvarez · Pergola + patioSent
Viewed twice. Auto-nudge sent this morning
$24,500
Reyes · Retaining wallDraft
Ready for your review
$18,200
The price

Priced from your real costs, not your memory

Every line comes from your actual suppliers with your markup applied — so you stop underpricing the jobs that should make you the most.

Real prices. Real margin.

Every line is priced from your actual suppliers with your markup applied. So you stop quoting from memory and stop underpricing the jobs that should make you money.

BelgardSiteOneYour crew rateYour markup
See it in action

A morning with your Sales Agent

It answers the lead, drafts the estimate, and chases the proposal. You just say send.

Sales Agent
● online
New lead off your site. Tanaka, retaining wall on Oak St. Pulled the measurements from her photos and drafted the estimate.
$14,200 at your standard margin. Want me to send it?
Send the Tanaka estimate?
ApproveReview
Message your Sales Agent
Part of the loop

A signed deposit doesn't just sit with Sales.

The moment a proposal is accepted, it tells the Operations Agent to get the job on the calendar and the CFO Agent that the cash is coming. Your schedule and your forecast update on their own.

See the full loop →
Sales
Ops
CFO
COS
Tells the Operations Agent

The won job lands on the schedule the moment it's signed — no re-keying.

Tells the CFO Agent

The deposit and contract value hit your cash forecast right away.

Flags the Chief of Staff

A new job in motion shows up in your morning brief, nothing to chase.

By the numbers

Quotes out same-day, deals that don't die

Priced from real suppliers with your markup, signed and paid in the proposal, and chased on their own until they close.

Same-day
quotes out the door
Sign + pay
right in the proposal
0
leads gone cold
Live
pricing, your markup

Quote your next job in ten minutes.

Record a walkthrough and watch the proposal build itself.

No credit card. Cancel anytime.