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Example

An illustration of the document we send within 24 hours of your call, so you can see the detail, the structure and the way we price. Yours would be about your business, with your numbers.

The Build Plan

Quote & Job Intake
Agent for an electrical contractor.

Everything we would build, everything we deliberately would not, what it connects to, how long it takes and exactly what it costs.

Written forA 14-staff electrical contractor
IndustryTrades · Field services
FromOne 30-min call
Valid for30 days
01

What you told us

“We’re losing work we never even knew about. Someone rings at four on a Friday, nobody picks up because we’re all on site, and by Monday they’ve called someone else. And the quotes we do get to, I’m writing them at nine at night.”

Operations Director · 14 staff, 9 vans

From the call, three things are happening at once. Enquiries arrive across four places — the office phone, two mobiles, the website form and Facebook messages — and nothing joins them up. Whoever is free answers, writes it on paper, and it gets typed into SimPRO later, or doesn’t.

Quoting is the bottleneck. Standard jobs — switchboard upgrades, safety switch installs, LED changeovers, EV charger installs — already have known pricing, but they still wait for a director to write them up manually in the evening. You estimated two to three days between enquiry and quote on a busy week.

You also said you are not trying to replace the office. You want the repetitive ninety per cent handled so the team can deal with the ten per cent that actually needs a person.

02

What this is costing you now

Numbers from your own figures on the call, not industry averages. These are the basis for the plan, so if any of them are wrong, tell us and the plan changes.

We are not going to claim we recover all of that. The realistic target is the response-time problem and the standard-quote problem, which between them are the large majority of it.

03

What we would build

One system, four parts. It sits in front of your existing setup rather than replacing anything — SimPRO stays your source of truth, and your team keeps working the way they already do.

Part 01

One inbox for every enquiry

Calls, website form, SMS and Facebook messages all land in one place. Missed calls are transcribed and treated as enquiries rather than voicemails nobody plays back.

Part 02

The intake conversation

Replies within about a minute, any hour, by text or on the phone. Asks your qualifying questions — property type, what’s failing, switchboard age, access, urgency — and knows when to stop and flag a human.

Part 03

Rate-card quoting

For the job types you nominate, it prices from your own rate card and sends a branded quote for approval. Anything it is not confident about goes to a director with a draft already written.

Part 04

Straight into SimPRO

Accepted quotes become jobs in SimPRO with the customer, site, scope and notes already filled in. Nobody re-types anything.

04

What a Friday afternoon looks like after

Today

  • 4:10pm — enquiry comes in, everyone is on site, phone rings out
  • Monday 8:30am — voicemail played back, written on a pad
  • Monday 7:00pm — director writes the quote at home
  • Tuesday — quote sent, customer already booked someone else

After

  • 4:10pm — enquiry answered in about a minute, questions asked
  • 4:16pm — standard job, priced off your rate card, quote sent
  • 4:40pm — customer accepts, job created in SimPRO
  • Monday 8:30am — the job is already in the diary
05

What it connects to

06

What is not in scope

Listed as plainly as what is, because this is the part that quietly becomes an extra invoice elsewhere. None of the below is in the price. All of it can be quoted separately later.

07

Timeline — 21 days from approval

Days 1–3

Rate card and rules

We take your pricing, your qualifying questions and your tone of voice, and agree exactly where the line sits between what it handles and what it escalates.

Days 4–11

Build

Intake, conversation, quoting and the SimPRO connection. You see a working version at the end of week one, on real enquiries from your own history.

Days 12–16

Testing against real enquiries

It runs alongside your team without sending anything, so you can read every reply it would have sent and correct it before a customer ever sees one.

Days 17–21

Go live and handover

Switched on for the job types you approve. Walkthrough for the office team, documentation, and accounts in your name.

08

What you get at handover

From that point it is yours. You can extend it, hand it to another developer, or take it in-house. There is no licence and nothing stops working if you stop talking to us.

09

The price

One number.
Fixed · + GST · scope exactly as written above

On a real plan, this is where your figure sits — one number for everything above, agreed before a line of code is written. We do not publish it on the samples, because a price list would mean pricing your business before we have spoken to you.

On approval50%before we start
At handover50%when it is live and yours

This number does not move. If the build takes longer than we estimated, that is our problem, not your invoice. If you want something added mid-build, we quote it separately and you decide — it never arrives as a surprise line item.

Ongoing is optional. After the included 30 days, hosting, AI usage, monitoring and improvements are a monthly if you want them. Cancel whenever you like; you keep the software either way.

10

What we need from you

That is the whole commitment. No workshops, no specification documents to review, no weekly status meetings.

11

Assumptions and risks

Stated up front, because the ones nobody mentions are the ones that blow up a fixed price.

Other sample plans

Same structure, different businesses — so you can see how the scope and the number move with the job.

Your plan would look like this.
It would just be about you.

One 30-minute call. A document like this within 24 hours, with your numbers and your fixed price. Free, and yours to keep whether you go ahead or not.

Get my plan & price →

Figures are illustrative. The structure, the level of detail and the pricing approach are exactly what we send real clients. M3 — Brisbane & Vancouver.

Your plan, your numbers, within 24 hours. Free, whether you go ahead or not.

Get my plan & price →