This automation recipe makes your next quote better than your last one. It compares logged hours against the quoted figure on every job and shows which kinds of work you consistently underprice.
Why This Matters
Estimating improves only when the outcome gets fed back into it, and that feedback loop is usually the first casualty of a busy quarter. Comparing quoted to actual automatically means the lesson arrives whether or not anyone had time to look for it.
What This Automation Does
- Structured memory: Track job, work type, quoted hours, logged hours, variance, and owner.
- Decision views: A variance table by work type and a board for jobs still open and already over.
- AI assistance: An agent summarises which work types run over most often and by how much.
- Execution: A scheduled pass recalculates variance and flags open jobs already past the quote.
How To Use It
- Record quoted hours as a field on every job, not in the proposal only.
- Connect your time records so logged hours update automatically.
- Set the variance threshold that deserves a mid-job conversation.
- Review the by-work-type table before you set next quarter's rates.
Who It Is For
Agencies, consultancies, contractors, and any team quoting fixed scope.
Capability Boundary
This compares hours you record. It does not price work or renegotiate a quote for you.
Build it in Taskade, pair with the proposals automations, or read automation triggers.
