TradePilot — Job & Quote CRM

From enquiry to quote to job sheet — AI drafts quotes from photos and notes, cutting quote time from days to hours.

Field services · trades 19 hrs/week admin saved

TradePilot — Job & Quote CRM — main screenshot

Why we built it

The builder quoted evenings and weekends, from memory, on paper. Jobs slipped through and quotes went out late. TradePilot centralises jobs with photos, has AI draft itemised quotes from the survey notes, and tracks every job to invoice.

Project scope

Job cards with photos, notes and site details
AI-drafted itemised quotes from survey inputs
One-tap client approval with e-signature
Schedule board across the crew
Materials lists and supplier ordering
Invoice generation on completion

Technology used

Next.jsTypeScriptClaude AI (quote drafting)MongoDBStripe invoicingPhoto uploads

Result

19 hrs/week admin saved

Representative project — client details anonymised for confidentiality. Ask us for a live walkthrough.

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Inside the product

screenshot — On-site mobile: photos in, AI quote out, approved same day.