Quote builder
Prepare an itemised draft from a sample job description and review the figures.
Try the quote builderAI and custom softwareNelson Tasman
We help businesses reduce repeat admin, connect their systems and put AI to practical use.
Whether you need a better way to prepare quotes, manage bookings, take orders or keep track of work, we start by understanding the job. Then we agree what to build, what it will cost and how you will use it.
Fig. 01 One job, start to finish: solar panels on a Nelson house
Web form, Sunday evening: a house in Stoke.
Bot leads
Bot does Reads the form, pulls out the address and what they want, and replies straight away to say it has arrived and what photos and bills to send.
Person does Reads the summary next morning and decides whether to take the job on.
A year of power bills, plus photos of the roof and switchboard.
Bot leads
Bot does Chases the missing pieces, reads the bills for yearly use and gets a first look at the roof from an aerial photo.
Person does Rings the customer about anything unclear and confirms what they really want, such as a battery.
Thursday 10:00, ladder and tape measure.
Person leads
Bot does Only prepares: a checklist for roof pitch, orientation, shading and switchboard, with the customer file. Files the photos and notes afterwards.
Person does Does the visit: climbs the roof, measures up, checks the switchboard has room and talks it through with the customer.
North-west roof, some shade from the macrocarpa.
Bot drafts, person approves
Bot does Draws a first panel layout on the aerial view and estimates system size in kW and yearly output.
Person does Checks the layout against what they saw on the roof, the shading, the inverter choice and the roof fixings, then signs the design off.
Panels, inverter and a battery as an option.
Bot drafts, person approves
Bot does Drafts the quote from the design and the price list, with the battery as a separate option.
Person does Checks every line, adjusts it and talks the customer through it. The customer decides, and nobody signs up to a job like this with a chat bot.
Distributed generation application to the lines company, approved before anything is switched on.
Bot drafts, person approves
Bot does Fills in the application from the design, attaches the single-line diagram and tracks the reply.
Person does Checks it, submits it and answers any questions from the lines company.
Panels, inverter, mounting rails and cable.
Bot drafts, person approves
Bot does Writes the supplier order from the design and suggests install days that fit the supplier's quoted delivery times.
Person does Approves the order and agrees the install day with the customer.
Scaffold and edge protection first, then the roof.
Person leads
Bot does Only prepares: the run sheet, parts list and a draft site safety plan, and texts the customer the day before.
Person does Does the work: the crew fits the panels on the roof, and a registered electrician wires it up and tests it. They complete and sign the site safety plan.
Certificate of Compliance, inspection, meter change, switch-on.
Bot drafts, person signs
Bot does Puts the paperwork together from the test results and photos, drafts the commissioning notice to the lines company, and builds the handover pack and monitoring app invite.
Person does The electrician tests the system and signs the Certificate of Compliance. An independent inspector checks the work and signs the Record of Inspection. The retailer's meter provider swaps in a meter that counts exports.
Final invoice, paid by bank transfer.
Bot drafts, person approves
Bot does Drafts the invoice from the accepted quote, then matches the payment in Xero and sends polite reminders.
Person does Approves and sends the invoice, and picks up the phone if there is a query.
What we do
We find where the hours go: quotes written at night, records typed twice, calls nobody could answer. Then we take that work off your people.
From the first enquiry to the paid invoice, the steps run in order by themselves. A person checks what matters and approves it.
With the routine work handled, the same software lets you offer what your competitors cannot: customers book at midnight, follow their job online and reorder with one message.
Your business
What kind of business do you run? Choose the closest match to see practical examples and possible starting points. You can explore any of them.
Live demos
Explore a few of the tasks software can help with. These demonstrations illustrate an approach; a business implementation needs your rules, information and agreed connections.
Prepare an itemised draft from a sample job description and review the figures.
Try the quote builderExplore a sample enquiry and the information an assistant can collect.
Try the receptionistExplore an illustration of drawing and G-code preparation for qualified review.
Try the G-code demoSee invoice details prepared for checking.
Try the invoice inboxExplore a sample run sheet for field jobs.
Try the schedulerLooking for your own industry?Each one has its own walkthrough and demos.
Find your businessWatch it work
Follow an illustrative job through the existing end-to-end walkthrough.
How it works
We talk with you and the people doing the job. We look at what takes time, where information gets copied and what already works.
You receive a written scope, a fixed build price and the expected running costs. We also agree how we will judge whether the result is useful.
Your team sees a working version and tries the agreed tasks. We use that feedback to prepare the system for everyday use.
We explain how to use the system and agree any ongoing support or improvements separately.
The team
I'm Michael Zwiener. My background includes 30 years in business technology as a business analyst, CTO, project manager and founder.
I work with senior developers Eduard Briem and Thomas Hunger, here in Nelson. I lead the conversation with you, and we build and test the software together.
Tell us about one task you would like to improve, or a system you wish worked better. The first conversation is free. We can discuss what is possible, whether existing software could do the job and what a sensible next step would be.