AI-Assisted Quote Drafting
Quoting is one of the most time-consuming parts of running a trade business. Trade2Base uses AI to turn a plain-English description of the work into a fully itemised quote — in seconds. You review, adjust, and send. That's it.
How to use it
Navigate to the job you want to quote for. The job should already have a customer linked to it.
On the job detail screen, click the "Draft quote with AI" button. A text input panel will appear.
Type a description of the work in everyday language. Include the specific products, labour time, and any additional services. The more detail you give, the more accurate the output.
The AI will return a list of itemised line items with suggested prices. Check each one against your actual costs and adjust any prices that need changing.
Toggle VAT at 20% on the relevant line items, review the total, and click "Send quote". The customer receives a branded PDF by email.
Example input and output
replace boiler, Vaillant Ecotec Pro 28kW, 1 day labour, gas test, flush, benchmark commission
| Item | Qty | Unit price | Total |
|---|---|---|---|
| Vaillant Ecotec Pro 28kW combi boiler (supply) | 1 | £820.00 | £820.00 |
| Boiler installation labour (1 day) | 1 | £280.00 | £280.00 |
| Gas safety test & certification | 1 | £65.00 | £65.00 |
| System flush & inhibitor dose | 1 | £75.00 | £75.00 |
| Benchmark commissioning record | 1 | £0.00 | £0.00 |
| Subtotal | £1,240.00 | ||
| VAT (20%) | £248.00 | ||
| Total | £1,488.00 | ||
Tips for better AI results
- Include specific product names and model numbers — the AI can look up typical supply costs.
- Mention labour time explicitly (e.g. "2 days labour") so it can calculate accurately.
- List any additional services separately: gas tests, flushes, scaffolding, disposal fees.
- If there are multiple zones or areas, describe each one separately.
AI price suggestions are estimates based on typical UK market rates. They should be treated as a starting point, not a final figure. Always review each line item against your actual supplier costs and labour rates before sending the quote to a customer.
Still need help? Contact support