Create quotes from measurements and photos
Tradespeople create quotes from photos and measurements directly on site
Fits: Sales · Office, administration & casework · Field service & trades
The measurements and photos from the site become a draft quote with your prices while you are still on site or the same evening. The customer gets their quote faster, and every quantity can be traced back to the measurements.
Is this for you?
- You visit customers, take measurements and then write quotes, often in the evening or at the weekend.
- You have your own price list or costing values per service, in your trade software or as a spreadsheet.
Take the measurements from a completed job, a photo without people or house numbers and an extract from your price list. Use the template below to create a draft quote and recalculate the areas once yourself.
How to go about it
- Define the quote structure and trade
- Gather measurements, photos and price list
- Have a draft quote with quantity calculations generated
- Check quantities, prices and notes against the measurements
- Approve the quote and send it to the customer
- Save costing modules and item texts
Templates to copy
The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
With the training you get all 430 guides for as long as your access runs.
Same approach, other use cases
14 more use cases follow the pattern “Creating documents from your own material”.
HW-01 · Legal status 08.10.2026