Human-in-the-loop

How contractor quote review works

The contractor owns the quote end to end. Voice to Quote drafts and flags; the business reviews, finalizes, and chooses how to share it.

High-confidence does not mean send-ready

Review scope coverage, measurement units, quantity math, one-line concentration, folded work, materials, removal, and the recommended total. Confidence is an aid, not permission to skip review.

Unpriced work is a hard stop

Any requested line with a zero price or manual-price hold blocks finalization, PDF creation, and public sharing until it is priced or intentionally removed.

Catalog edits are separate decisions

Changing a quote price does not have to change the catalog. The reviewer chooses whether an override is unique to the job or should become a pending catalog update.

Launch facts

  • Contractor approval
  • Traceable overrides
  • No autonomous customer send
Every estimate remains the contractor's decision. Missing quantities or unpriced work must be resolved. During public launch, a new workspace also needs one concierge setup release before finalization, PDF creation, or customer sharing.

Create a free workspace