Use cases · Sales
Quotes from site notes and photos
Turn a technician’s site notes, measurements and photos into a draft quote using your own price list and standard line items, so the office reviews and sends a consistent quote the same day instead of retyping it.
Where it starts
The trigger.
A technician finishes a site visit or estimate appointment.
How it runs today
- Technicians’ notes are retyped into a quote back at the office.
- Quotes go out days after the visit, when the customer has moved on.
- Line items and prices vary depending on who wrote the quote.
The workflow
Four bounded steps.
Each step has an owner and a stop rule.
- 01 / Capture
Collect the technician’s notes, measurements and photos from the visit.
- 02 / Draft
Draft a quote using the company price list and standard line items, flagging anything not covered.
- 03 / Review
The office or estimator checks scope, quantities and price, and edits the draft.
- 04 / Send
The approved quote is sent and the follow-up date is set.
Where people stay in control
Approval points.
- An estimator or office manager approves every quote before it is sent.
- Items not on the price list are priced by a person.
How we would measure it
Against a baseline.
Measured before and after, on the same work.
Time from site visit to quote sent.
Share of drafts sent with light edits.
Quote acceptance rate.
Related
Go deeper.
More use cases
Other places to start.
Lead intake to CRM
New inquiries are enriched, summarized and written to the CRM with a suggested next step, and the right person is alerted.
See the workflow SalesA website agent that qualifies leads
A chat agent on your site answers questions from approved content, asks the qualifying questions your team would ask, and books or routes the lead with a summary.
See the workflow SalesProposal and RFP first drafts
Draft proposals and questionnaire answers from your approved past answers, so the team edits a strong first draft instead of starting blank.
See the workflowAn illustrative workflow pattern, not a result from a specific customer.
Bring the messy version
One workflow.
A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
---
title: "Quotes from site notes and photos: AI Use Case"
description: "Turn a technician’s site notes, measurements and photos into a draft quote using your own price list and standard line items, so the office reviews and sends a consistent quote the same day instead of retyping it."
url: https://lidvizion.ai/use-cases/quotes-from-site-notes-and-photos/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---
[Use cases](https://lidvizion.ai/use-cases/) · Sales
# Quotes from site notes and photos
Turn a technician’s site notes, measurements and photos into a draft quote using your own price list and standard line items, so the office reviews and sends a consistent quote the same day instead of retyping it.
[Talk through this workflow](https://lidvizion.ai/contact/?need=ai-workflow&from=%2Fuse-cases%2Fquotes-from-site-notes-and-photos%2F#write) · [Automate the repeatable](https://lidvizion.ai/services/automation/)
Where it starts
## The trigger.
A technician finishes a site visit or estimate appointment.
How it runs today
- Technicians’ notes are retyped into a quote back at the office.
- Quotes go out days after the visit, when the customer has moved on.
- Line items and prices vary depending on who wrote the quote.
The workflow
## Four bounded steps.
Each step has an owner and a stop rule.
1. 01 / Capture
Collect the technician’s notes, measurements and photos from the visit.
2. 02 / Draft
Draft a quote using the company price list and standard line items, flagging anything not covered.
3. 03 / Review
The office or estimator checks scope, quantities and price, and edits the draft.
4. 04 / Send
The approved quote is sent and the follow-up date is set.
Where people stay in control
## Approval points.
- An estimator or office manager approves every quote before it is sent.
- Items not on the price list are priced by a person.
How we would measure it
## Against a baseline.
Measured before and after, on the same work.
### Time from site visit to quote sent.
### Share of drafts sent with light edits.
### Quote acceptance rate.
Related
## Go deeper.
- [Automate the repeatable](https://lidvizion.ai/services/automation/): Give recurring work an owner, a trigger, and a stop rule.
- [Image vs. video processing](https://lidvizion.ai/resources/basics/image-vs-video-processing/): When a single frame is enough, and when you need motion, sequence and time.
- [Send quotes the same day as the site visit](https://lidvizion.ai/guides/send-quotes-the-same-day-as-the-site-visit/): A four-step playbook to tidy your price list, capture site notes in a consistent way, draft quotes from them and keep an estimator approving every quote.
- [How to draft quotes from site visits with AI](https://lidvizion.ai/answers/how-to-draft-quotes-from-site-visits-with-ai/): How can a trades or field service business use AI to turn site visit notes and photos into a quote the same day?
More use cases
## Other places to start.
[All use cases](https://lidvizion.ai/use-cases/)
- [Lead intake to CRM](https://lidvizion.ai/use-cases/lead-intake-crm/): Sales New inquiries are enriched, summarized and written to the CRM with a suggested next step, and the right person is alerted.
- [A website agent that qualifies leads](https://lidvizion.ai/use-cases/website-lead-qualification-agent/): Sales A chat agent on your site answers questions from approved content, asks the qualifying questions your team would ask, and books or routes the lead with a summary.
- [Proposal and RFP first drafts](https://lidvizion.ai/use-cases/proposal-and-rfp-drafting/): Sales Draft proposals and questionnaire answers from your approved past answers, so the team edits a strong first draft instead of starting blank.
An illustrative workflow pattern, not a result from a specific customer.
Bring the messy version
## One workflow. A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
[Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)