Your estimator’s notes are fine. The bottleneck is what happens after.
124 Delta Technologies builds private Claude workspaces for HVAC, plumbing, and commercial trade contractors — so raw field notes become priced, print-ready estimates without your office learning another system.
The quote queue is where the money sits waiting.
An estimator finishes a walkthrough and comes back with a voice memo, a photo of a panel, and a material list on the back of a work order. All the information is there. It is just not in a form a customer can be sent.
So it lands on one person in the office, who retypes it, looks up current material pricing, applies the right labor rate, formats it to look professional, and sends it. Multiply by every crew, every day. The work is not difficult — it is a queue, and the queue is where jobs go cold while a customer waits on a number.
Field notes, not documents
Voice memos and scribbled material lists — complete information in an unsendable format.
Dispatch software gaps
ServiceTitan and Housecall Pro schedule and track well. Neither drafts the quote for you.
One admin, every crew
The whole estimating pipeline funnels through a single person who becomes the constraint.
Paste in the notes. Read the estimate. Send it.
That is the whole interaction. We are describing the entire user experience in one line on purpose, because complexity is the reason office tools get abandoned.
- We load your price bookYour material pricing, your labor rates, your margin rules — as they actually are, not a generic national average.
- We load your estimate formatYour layout, your terms, your logo. Output should look like the estimates you already send.
- Your admin pastes in the raw notesVoice memo transcript, material list, job details. Messy is expected.
- It returns a structured draft estimateLine-itemed, priced from your sheets, formatted and ready to review. Usually in under a minute.
- Your admin checks it and sendsSame review they do on their own drafts today. Nothing goes to a customer unread.
No new dashboard. No configuration screens. If your office manager can use email, they can use this — and if it ever takes more than a couple of steps, we have built it wrong and will fix it.
What this does not do.
- It does not send anything to a customer on its own. Every estimate is reviewed by your admin first.
- It does not replace ServiceTitan, Housecall Pro, or QuickBooks. It fills the drafting gap between them.
- It does not know your pricing until you give it to us — and it will need updating when your rates move.
- It will not read a voice memo perfectly every time. Background noise on a job site is real, and unclear audio produces unclear notes. We would rather flag it than invent a line item.
What contractors ask us first.
My office staff are not technical. How hard is this to actually use?
The workflow is paste in, read, send. Your admin drops the estimator’s raw notes into one box and gets back a formatted estimate to check. There is no new dashboard to learn, no fields to configure, no menu tree. We design against complexity deliberately, because a tool your office abandons in week two has negative value — you paid for it and you are still drafting quotes by hand.
Do we have to replace ServiceTitan or Housecall Pro?
No. Those handle dispatch, scheduling, and job tracking. This handles the part they do not — turning a messy field note into a priced, formatted document. The finished estimate goes wherever it goes today.
How does it know our pricing?
We load your own price book, labor rates, and margin rules into the workspace during setup. It prices from your sheets, not a generic national database. When your rates change we update the workspace, and every estimate after that reflects it.
What if it gets a price or a quantity wrong?
Your admin reviews every estimate before it goes out, exactly as they review their own drafts today. The workspace produces a draft, not a sent document. Early on we recommend checking every line against the source notes until you have seen enough output to trust the pattern.
Send us last week’s messiest field notes.
Not a system rollout. Send the notes from one job you already quoted, and we will show you the estimate it produces — so you can compare it against what your office actually sent.