How it works

9 steps from first visit to signed quote

Your Advertising Platform and Automated Quotation Tool along with your AI Design Software turns customer enquiries into beautiful, accurate quotes — complete with a Free Before/After AI Visual — in minutes, not days.

Step 01

Customer accesses your advertising platform

Your potential customer lands on your advertising platform and learns more about you, your service overview and the type of trade skillset you can provide value for.

01
yourbusiness.co.uk
DG Buildscape · Landscaping Family-run · Hull & East Yorkshire · 10+ years
Driveways
Patios
Fencing
Turfing
✓ Fully insured ✓ Free quotes ✓ 4.9★ rated
Get a free quote
Step 02

Customer chooses quote type

Your customer lands on your quote software and picks the route that fits — a full design-led project or specific individual products. The tool tailors every following step to that choice.

02
Quote Type
Full project with design Most popular Complete design + quote + plan
Select individual products Price only the items you choose
Continue to build quote
Step 03

Customer enters project details

Budget, property type, requirements and an optional photo upload. Ticking the consent box unlocks a free AI design preview generated from their own property photo.

03
Tidy garden, add plants & sandstone path…
£3,000
3 Bed Detached
DG4.jpg ready
Step 04

Customer enters project address

Postcode-level location lets the tool calculate accurate regional material and labour costs — no more rough averages or under-quoting.

04
345
Project Address
42 University Road
Leeds
LS1 1AA
Continue to contact
Step 05

Customer enters contact details, reviews & submits

A final review screen shows the full brief, then captures name, email and phone. One click submits the quote request — and triggers the AI behind the scenes.

05
Your Contact Details
Alex
Taylor
alex@example.com
07XXX XXXXXX
Review and submit
Step 06

Software processes the quote

Behind the scenes, the AI reads the brief, plans the structure, prices materials and labour, and prepares a tailored email and quote — all in under a minute.

06
⏳ Please wait — creating your custom project design
Reading requirements
Planning structure
Building design
Preparing the quote summary…
Sending email…
Step 07

Our AI generates a project visualisation preview

Using the customer's own property or project photo, the tool produces a bespoke AI design preview so they can see the finished result before committing — a huge conversion uplift over text-only quotes.

07
AI Design Preview
AI Generated
Download design
Step 08

Customer receives quote via email & accesses portal

The customer gets a PDF quote and the AI visual straight to their inbox, plus a link to their own private quote portal where they can review, message you, and track progress.

08
Your quote is readyToday
Materials & installation£3,000
Site preparation£0
Waste & finishing£0
Guide total£3,000
Open my quote portal →
Step 09

You manage everything from your dashboard

Every quote in one place. See live pipeline value, message customers, update statuses from New to Won, and never lose a lead in a messy inbox again.

09
Your Dashboard
3This week
£7,000Pipeline
0Won / mo
Alex JonesNew
Malcolm ParkerQuoted
Sara KhanContacted

Ready to automate your quoting and use our software?

Win more jobs, save hours per week, and wow customers with AI design previews.

Get started today →
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