AI AGENT · RUNS ON CLAUDE · REPORTS TO SALES LEADEstimator
Estimator
Every bid, followed through.
Writes estimates and scopes of work, and keeps every unsigned bid warm.
AT A GLANCE
REPORTS TOSales lead
RUNS ONClaude
LOGS INTOJobTread, GoHighLevel, HubSpot, Claude, e-sign, n8n, Quo, RingCentral, ServiceTitan, Zoho CRM
NEEDS YOUR OKDiscounts, price changes, and edits to contract terms.
from approved proposal to a contract in JobTread, ready for the client to sign. Before, every proposal and contract was rebuilt by hand in ChatGPT.Remodeling · Proposal → Contract · Claude skill → JobTread → e-sign
3skills in one role: follow-up, contracts, and lead intake.Runs on Claude
01 · THE ROLE
What the Estimator does
The Estimator is an AI agent built on Claude that owns the sales side of your back office. It drafts estimates and scopes from site notes, follows up on every unsigned bid, and turns approved proposals into signed contracts.
It reports to your sales lead, and it never changes a price or offers a discount without asking.
02 · THE PROBLEM
Bids go out and go quiet. When one finally gets a yes, the contract takes another day and comes out different every time.
Sounds familiar?
Your best salesperson is also your estimator
Bids go out slower than you want
Follow-up depends on memory
Contracts take a day after the yes
That's us. Book a call →03 · A TYPICAL SHIFT
A day on the job
◌ YOUR APPROVALDiscounts, price changes, and edits to contract terms.
8:00 AMChecks unsigned estimates and sends 4 follow-ups
10:20 AMA client asks for 10% off, so it routes the request to you
2:05 PMProposal approved: the contract is out for e-sign in 1 minute
2:40 PMSigned: filed on the job, and the crew is notified
04 · HOW IT CONNECTS
How it connects
Skills it runs
Estimate Follow-upPersonal follow-ups on unsigned estimates, drafted by Claude on days 2, 5, and 10.Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Tools it logs into
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.GoHighLevelCRM, texting, and marketing automation for local service companies.HubSpotCRM and pipeline for teams with longer sales cycles.ClaudeWriting, judgment, reading documents, and customer-facing work.e-signElectronic signature for contracts and change orders.n8nSelf-hosted automation with no per-task fees.QuoBusiness phone for small teams, formerly OpenPhone: shared numbers, texting, call recordings, and AI call answering.RingCentralCloud phone system: calls, texting, video meetings, and call recordings.ServiceTitanField service management for HVAC, plumbing, and electrical: booking, dispatch, pricebook, invoicing, and memberships.Zoho CRMCRM and pipeline for small and mid-size teams, part of the Zoho suite.Industries that hire it
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.Permits + DesignOps Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.Stacks it works across
GoHighLevel + JobTreadNew lead creates the JobTread customer and books the site visitHubSpot + JobTreadClosed-won deal creates the job, budget, and tasksClaude + JobTreadEstimate and scope drafts from site notesJobTread + e-signApproved proposal becomes a standard contract, out for e-sign in 1 minuteOther agents
DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.BookkeeperRuns on Claude. Preps payroll, reconciles time, and closes out jobs in QuickBooks.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Field ReporterRuns on Claude. Keeps the inspection schedule and turns site visits into finished reports before you're back in the truck.Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callNo. It works inside JobTread and your CRM doing the paperwork, not chatting with clients.
It drafts from your site notes and price book. Your estimator reviews and adjusts.
Claude is strong at writing and following detailed rules, which matters for estimates and contracts.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.