1. Capture the job in execution order
- Write the work in the order it will happen. Depending on the job, that can include prep, protection, removal, repair, installation, materials, cleanup, disposal, or subcontracted work.
- This is easier to price and easier to turn into customer-facing scope than a collection of disconnected notes.
2. Separate scope drafting from pricing
- First make sure the work is described correctly. Then set quantities and prices. Switching constantly between wording and pricing makes it easier to miss both.
- If you use AI, use it for a first-pass structure and then edit it. Do not treat an AI draft as final scope or pricing.
3. Stop rebuilding the document
- Save repeat business information, use a consistent estimate layout, and let totals and the PDF formatting happen automatically.
- The objective is to spend your time deciding the work and price, not moving boxes around a document.
4. Send while the job is still fresh
- A mobile-ready workflow lets you complete more of the estimate before you return to the office. Even when you do not send it immediately, capturing the structured scope reduces the work you have to reconstruct later.
From job description to customer-ready PDF
QuoteGenius is built for a focused workflow: describe the job or add the line items yourself, set your own prices, review the customer-facing estimate, and finalize a clean PDF. AI scope drafting is optional.
Try the workflow freeFrequently asked questions
How can I make estimates faster without lowering quality?
Standardize the document and the sequence, not the judgment. Capture scope in a repeatable order, save business details, use automatic totals and PDF formatting, and keep the pricing decisions manual and deliberate.
Can QuoteGenius turn a job description into line items?
Yes. The optional AI scope draft can turn a job description into editable scope and line items. You review the draft and set every price yourself.