Send in three photos from the site and a paragraph of rough notes, and get back a priced estimate with labor, materials, access allowances, and scope exclusions written out in language a homeowner or facilities manager can actually approve. The quote goes out the same day instead of sitting in a technician head until Friday.
A live Taskade Genesis app is embedded on this page. Open an estimate, see how the line items and the scope language assemble, then use it and you own a running copy in about ten seconds. That is the try-then-clone advantage: the finished quoting system, working, before you commit.
That app is the Simple Store Manager, a live Taskade Genesis app you can click through and clone in about ten seconds. It is not a site estimate builder out of the box, so treat it as the starting point: clone it, then carry its pricing and line-item structure across and describe the rest of this build to Taskade Genesis.
The build is a real estimating record. Each quote carries the site details, the photos, the technician notes, the line items with quantity and unit price, the labor hours at your rate, an allowance for access difficulty, and the exclusions that keep you out of trouble later. Taskade Genesis reads the words off the photos, so a serial plate, a model number, or a handwritten measurement becomes a field rather than a guess. When the notes are too thin to price something safely, the estimate says so and asks the specific question instead of inventing a number.
Work quotes in whichever layout fits:
- Table view for the pipeline of open estimates with value, age, and win status in columns
- List view to read one estimate as the customer will read it
- Board view to move quotes through drafted, sent, followed up, won, and lost
- Calendar view to see which quotes expire this week
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations chase the quote so you do not have to. With Taskade automations, a submitted site report triggers the draft, a review task lands with the estimator, and an accepted quote converts into a scheduled job. An unanswered quote gets a follow-up on day three and day ten. Across 100+ bidirectional integrations, forms and email pull site reports in while Gmail and Slack push the quote and the reminders out. See the forms trigger and structured output.
The AI agents in the app carry 34 built-in tools including file analysis, persistent memory, web search, custom slash commands, and multi-agent collaboration, running on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers. The Estimating agent remembers what similar jobs actually cost you, so the quote reflects your history rather than a national price book that never matched your market.
Use the app, invite your estimators, and the price book, the quote history, and the win-rate data are yours.
Explore live estimating apps in the Community Gallery, start a build at Taskade Genesis, or read how uploads become app data. An accepted quote flows straight into technician dispatch, and the completed job flows into same-day invoicing.
Speed wins estimates more often than price does. A quote that arrives the same afternoon, with photos of the customer own equipment and language they understand, frequently beats a cheaper number that arrives four days later. The estimate is a sales document, not a calculation, and treating it that way is what moves the win rate. Because the quote is assembled from the site visit rather than from memory, the estimator can spend their attention on the scope and the options instead of retyping model numbers. That shift alone tends to shorten the gap between a site visit and a sent quote from days to hours.
Frequently Asked Questions
How accurate can an estimate from photos really be?
Accurate enough to send for most repair and replacement work, because the photos carry the model numbers, the access conditions, and the visible scope. For anything the photos cannot settle, the agent flags the unknown and proposes an allowance or a site visit rather than burying the risk in a number.
Can I use my own price book?
Yes, and you should. Load your material costs, labor rates, and standard assemblies, and every quote prices from them. The agent also flags any item missing from your price book so the gaps close over time instead of being papered over.
Does it write the scope language, or just the numbers?
Both. The scope section is where quotes are won and disputes are avoided, so the agent writes what is included, what is excluded, what assumptions were made, and what would trigger a change order, in plain language rather than trade shorthand.
What about good, better, best options?
Presenting tiered options is a standard pattern here. Ask for three levels and the agent builds them from the same site data, with the difference between tiers explained in one sentence each so the customer can choose without a phone call.
Can customers approve the quote themselves?
Yes. Publish an approval view the customer opens and accepts. On Business plans and above you can put it on your own domain with customer sign-in, covered in custom domains and app users.
How do I know which quotes we are losing and why?
Win and loss are recorded with a reason on every quote, and the agent reports the pattern: losing on price above a certain value, losing on response time, or losing in a particular neighborhood. That report is a saved Table view, not a project.
Does an accepted quote turn into a job automatically?
Yes. Acceptance triggers job creation with the scope, the parts list, and the estimated hours already attached, so the technician arrives with the same information the customer approved.
How do we handle a change order once work starts?
Raise it against the original quote so the customer sees the original scope, the change, and the new total together. The change order records who approved it and when, which is what prevents the uncomfortable conversation about a final bill that nobody remembers agreeing to.
