Trade office
AI-assisted quotes: a useful draft still needs your review
One sentence can start a quote draft. It cannot replace a missing site survey or unknown material prices. Use AI to organise known information and treat every suggested item as a draft that needs checking before it reaches a customer.
Give boundaries rather than a vague wish
“Renovate bathroom” leaves plenty of room for interpretation. Better: “Upstairs bathroom, remove 18 m² of wall tiles, substrate subject to inspection, quote new tiles separately.” Include quantities, known methods and explicit uncertainties. Do not invent precision just to make the input look complete. Use confidential customer data only in approved systems and only where the job requires it.
Review each item professionally
First check whether the suggested work belongs in the job at all. Then check unit, quantity, labour estimate and price. Convincing text may omit preparation or treat an uncertain condition as established. Compare important items with your service bundles and current purchasing information. Do not retain references to standards or product properties you cannot independently confirm.
Build deliberate approval into the workflow
Clearly separate drafts from quotes ready to send. Before dispatch, a responsible person checks the whole version, including the covering message and customer allocation. Preserve that version rather than silently overwriting the draft later. Mörgel in Werkbank Büro supports this drafting process; the business decides what the customer receives. The benefit comes from less typing, not from unchecked automation.
Your business checklist
- State known quantities and unresolved assumptions explicitly.
- Review scope, units and prices item by item.
- Remove unverified technical and product claims.
- Separate drafts from the approved sending version.