Assistant catalog

The Quote Chaser

Drafts the next nudge on a quote nobody has answered yet.

One idea for an assistant Innovation Theory could build around the way your office already works. Someone on your team stays in charge of it.

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CAREFUL REVIEW

At a glance

Get ready first: The current quote list, the message history, a written follow-up routine and one estimator who owns the list.

A normal Tuesday

A few quotes went out last week and none have come back. The assistant reads the approved list of open quotes, finds the last message on each one and drafts a friendly check-in. Your estimator reads the amount, the scope and the timing before anything leaves the building.

Who it fits

CAREFUL REVIEW means the work is sensitive. Access gets agreed up front, and a qualified person checks the records and every decision that matters.

Who gets it in order.

In Denver and the surrounding communities, Get It Together, Denver comes to your office and gets the records and the written steps in shape. Innovation Theory builds the assistant. Farther out? Start with Innovation Theory and talk through the technical side.

What it is set up not to do.

It is set up not to change a price, promise a start date or send a quote without approval.

Who checks the work

Your estimator reads every draft and sends it. Or does not.

Before any pilot starts, agree which records it may touch, try it on a small sample and make sure you know how to switch it off.

An AI assistant with a real person behind it.

We call it Managed Office Assistance. Innovation Theory builds the Quote Chaser and looks after it. It drafts the check-in on a quote that has gone quiet. Your estimator reads the amount and the timing before it goes anywhere.

Get It Together, Denver gets your records and procedures in order, in your office. Before the assistant touches anything, we all agree who checks its work and what it’s allowed to see.

See how it works Request a live demo

Rather talk it through?

Call (303) 900-8931 or send a text. Tell us what’s piling up. That’s enough to start.

Let’s talk Or try a free check first