Connect your email, calendar and quotes so every estimate request gets answered.
Tradesperson Connect is Small Business Connect plus quote handling. We connect Meta's Muse or Claude to your inbox, calendar and to-do list, load your price sheet and past quotes, and set the assistant up to draft quotes for your approval and follow up on the ones still waiting.
What your shop gets once everything is connected.
Every quote request in one list
The assistant reads your inbox and your website's quote form and pulls each request into one list with the address, the scope and any photos the customer sent.
Quotes drafted at your rates
We load your price sheet and a handful of past quotes, so the assistant drafts each quote in your numbers and holds it for you to review and send.
Follow-ups on quotes still waiting
When a quote has gone a few days without an answer, the assistant drafts a follow-up for your approval, and accepted quotes go onto your calendar and to-do list as jobs.
Everything the setup includes for your shop.
- Everything in Small Business Connect, with email, calendar and to-do list connected and approvals set
- Quote requests from your inbox and website form pulled into one list
- Your price sheet and recent quotes loaded so drafts come out at your rates
- Quote drafts held for your approval before anything goes to a customer
- Follow-up drafts on open quotes, timed to the follow-up rhythm you already use
- Accepted quotes added to your calendar and to-do list as scheduled jobs
- QuickBooks connected where you already send estimates and invoices from it
How we connect it with your shop, in four steps.
Pick
A short call on which inbox, calendar and quote tools your shop runs on, and which assistant fits your team, Muse or Claude.
Connect
Each account owner connects their own account with us on the call, and we load your price sheet and a few recent quotes.
Set approvals
Quotes, follow-ups and any email to a customer wait for your approval, and we start with read access so your team sees how it works first.
Quote
We run a few real quote requests with you on the call and adjust the drafts until they read the way you write.
What contractors ask before they connect.
Which trades is this built for?
Electricians, plumbers, HVAC, roofing, painting, landscaping and general contractors who get quote requests by email or through a website form.
Does it send quotes on its own?
Every quote and follow-up waits for your approval before it goes to a customer, and Muse asks for approval before it sends an email or spends money.
Where do my prices come from?
From the price sheet and past quotes you give us, and you can update them whenever your rates change so new drafts pick up the change.
Can it help schedule site visits?
When a job needs a visit, the assistant drafts a reply offering open times from your calendar for you to approve.
What does it add to Small Business Connect?
Tradesperson Connect includes everything in Small Business Connect and adds the quote request list, quote drafts at your rates and follow-ups on open quotes.
Who holds the passwords for each account?
Your team keeps them, because each account owner connects their own account on our call, and any tool can be disconnected from the assistant's settings whenever you like.
Tell us where your quote requests come in.
We'll show you what Muse or Claude can do with them on a thirty minute call and connect it with your shop from there.
Kevin Krone, founder. Fifteen years operating institutional real estate before building AI for it.
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