Approved estimates still need manual work before the crew can go.
Move from customer “yes” to a ready service day.
Estimate-to-Dispatch is a full workflow agent. It learns how your business works. Then it coordinates estimates, follow-up, work orders, routes, crews, trucks, and materials.
Free during the feedback program. No card. $49 one time after beta.
The hard part is often the work between “yes” and “go.”
Follow-up lives in notes, inboxes, or someone’s memory.
Routes, crews, trucks, and materials get checked too late.
The owner or dispatcher has to hold the whole day in their head.
It helps at each handoff. You still make the call.
Use the whole flow, or ask it to help with one estimate, task, or service date.
Teach it how you work
The agent asks simple questions. It saves approved answers in local files.
Prepare the estimate
Build a clear estimate, keep its files together, and show what needs review.
Keep follow-up moving
Draft the next message and keep the owner, date, and customer history clear.
Hand off approved work
Turn approved scope into a work order with stable job and task IDs.
Prepare the service day
Check the route, crew, truck, materials, timing, and open blockers.
“Prepare tomorrow’s jobs. Show me what is missing before the trucks are loaded.”
12 skills work together as one full workflow agent.
The ZIP is how the agent is delivered. Start with the part you need. The agent keeps the same local facts across the full job.
Set up the way you work
Answer simple questions once. Update an answer when your process changes.
Manage service estimates
Prepare the estimate, control its files, follow up, and hand off approved work.
Prepare daily dispatch
Check one date, route, crew, truck, task, or materials list.
The agent gets work ready. A person approves the action.
- It does not send messages.
- It does not set prices.
- It does not buy materials.
- It does not schedule or dispatch work.
- It keeps these actions ready for an approved person.
Tell us three things. Then follow START-HERE.
- 1Share your business name, email, and AI tool.
- 2Download one ZIP. Opening it does not run anything.
- 3Ask the full workflow agent to set up your estimate-to-dispatch process.
Start with the amount of help you need.
Know what the pack will and will not do.
Do I need special software?
No. Start with the files and notes you already use. You can add software links later.
Will it replace my dispatcher?
No. It prepares the facts, lists, and checks. Your dispatcher still makes the call.
Does it keep my process after setup?
Yes. Approved workflow facts stay in clear local files. You can review and update them.
Can it work on one job or one day?
Yes. Ask about one estimate, work order, task, truck, route, or service date.
Why is the full workflow agent free now?
It is in the feedback program. Beta participants get it free and keep their download. One short feedback email is required. New access will be $49 one time after beta.

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