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🧾 Build a Quote and Estimate App

Turn the way you already price work into an app that sends, chases, and closes quotes on its own. These prompts build the whole estimate loop: a price book you control, a builder that does the arithmetic, a link the customer accepts with one tap, and the follow-up that happens whether or not you remember.
  • Tested prompts
  • Edit for your use case
  • Works across models
  • Save in Taskade
Build a Quote and Estimate App

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I run a small service business and I spend my evenings writing quotes in a document and then losing track of them. Build me a quote and estimate app. I want a customer list with name, phone, email, address and how they found us. Give me a price book of my services and materials, each with a unit price and a default markup, kept as records I can edit rather than numbers baked into the app. Then a quote builder where I pick a customer, add line items from the price book, set the quantity, and it works out subtotal, markup, tax and total. Every quote has a status of Draft, Sent, Accepted, Declined or Expired. Give me a public quote page I can send as a link where the customer sees the line items and hits Accept or Ask a question, and when they accept it flips the status and tells me. Add a dashboard with quotes out this month, total value pending, my win rate and average job size. Add an AI agent I can ask what I have quoted this month that nobody has replied to, and what I charged a customer last time. Automate two things: chase any quote that has been Sent for four days with no answer, and every Monday at 8am send me the week ahead. Two logins: me as the owner, and my estimator who can build quotes but not change prices. Keep it simple, it has to work on my phone, and I am not technical.

STATUS · LIVE
v1

01 / Spark - intelligence awakens

Build a Quote and Estimate App

Build a quoting app with a price book, a line-item builder, a public accept link, chase automations, and a win-rate dashboard.

// the spark catches · intelligence awakens · the answer unfolds

Quotes written in a document are quotes you lose. This builds the whole loop instead: your customers, your prices, a builder that turns them into a total, and a page where the customer just says yes.

What's Included

  • A price book of services and materials, each with a unit price and your usual markup.
  • A line-item builder that works out subtotal, markup, tax, and the final number.
  • A public accept link where the customer accepts or asks a question.
  • A dashboard showing quotes out, value pending, win rate, and average job size.

How To Use

  1. Load your real prices first. Guessed rates make every number after them wrong.
  2. Send three real quotes through it before you change anything.
  3. Let the chase automation run for two weeks before you judge your win rate.
  4. Give your estimator the build login and keep price edits to yourself.

Turn the yes into money with the quote to invoice handoff, and keep the numbers honest with the price book manager.