The idea behind voice quoting is simple: you've just finished a site visit, you're standing in the customer's garden, everything is fresh in your mind. Instead of writing notes and converting them into a quote two days later at your kitchen table, you record a voice note and let AI turn that description into a structured quote right now. Here's how to get the most out of it.
You don't need to follow a script, but covering a few things in order makes the output better. Think of it like telling a colleague what the job involves:
Here's what a good voice description sounds like for a kitchen extension:
"Customer is John Smith in Wolverhampton. Single storey rear kitchen extension, approximately 4 metres by 6 metres. Strip foundations, cavity wall construction to match existing brick, flat roof with EPDM membrane, large bi-fold doors rear, one Velux in roof. Full rewire of extension, underfloor heating, no plumbing needed as kitchen stays in existing space. Boarding and skim plaster throughout. Not including kitchen fit or decoration. I'd estimate 6 weeks, two bricklayers for first two weeks, then me and a labourer for the rest."
That description gives everything needed to produce a structured quote with line items, labour days, and materials.
The voice description gets transcribed and then analysed to produce a structured quote. The AI breaks your description into work packages (groundworks, structure, roofing, etc.), estimates material quantities where possible, and applies the labour rates you've saved in your price book. You then review it, adjust any numbers that don't look right, add anything the AI missed, and send it — usually within a few minutes of finishing the site visit.
The more complete your price book, the better the AI can apply your rates automatically. At a minimum, set your day rate for yourself, your labourer rate, and a handful of common materials you use regularly. As you review and edit AI-generated quotes, anything you change becomes feedback for getting the next quote right faster.
The best time to record your voice note is standing outside the property right after the site visit — before you've driven away and while your eyes still remember what they saw.
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