Sunstate Intelligence / Quoting engine
SHADOW MODE · WRITE-BACK OFF
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Good morning, Sunstate.

AI quoting engine

Live jobs from ServiceM8, drafted in shadow. Nothing sends until you turn it on.

Draft appears here - in Sunstate's own line-item structure.

Cam's emails, pre-drafted

Twenty-odd of these go out every week, and they're nearly identical. The system watches the job stage and drafts the email in Cam's own words. He reads, tweaks if he wants, approves. Nothing sends itself.

Draft appears here, signature block and all.

Address in, estimate out

The website idea: a homeowner types their address, sees their own roof, gets an honest range - and you get their email before your competitors get their call. Ranges only; the real number always comes after a site measure.

Their roof appears here - the moment that makes them type their email in.

What lands in their inbox

The moment they hit "Email me my estimate", this arrives - their address, their range from your real job data, and a booking path straight back to you. In production it's sent by your GHL funnel within the minute, with a live Nearmap snapshot of their roof embedded.

The bigger picture

Today's demo is the first layer. Everything below sits on the same foundation - the intelligence layer reading ServiceM8 - and gets switched on in phases, each one proven before the next.

PHASE 1 - THE BUILD

Quoting & comms engine

  • Self-learning quotingDrafts in your structure from your accepted quotes - Cam approves every one. Write-back stays off until it's earned.
  • Email pre-draftingEdge protection, deliveries, follow-ups - drafted in Cam's voice at the right job stage.
  • Website instant estimateAddress in, roof on screen, range out, email captured into your funnel.
  • GHL trigger auditYour drip funnel checked and tested end to end - the quick win you asked for.
PHASE 2 - WHEN PHASE 1 IS PROVEN

Storm season & beyond

  • Report & claim packsYour photos, iAuditor reports and completion docs packaged per job - built before the next hail week, not during it.
  • Takeoff assistTested against your real plans and real orders first. First 80% drafted, roofer sanity-checks in minutes. Sheet-perfect is the bar, not the promise.
  • WIP board syncYour Trello / Sheets checklist updated from ServiceM8 stage changes - the tools you already watch, just moving on their own.
  • Overflow receptionAn honest "I'm the after-hours robot" that catches the calls you currently miss - never pretending to be a person.