---
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/)