Unclear scope
Verbal assumptions turn into disputes when inclusions and exclusions are not visible.
OfferAgent for builders and trades
Create clearer construction quotes and revise them without losing history
OfferAgent helps builders and trades turn documented scope, labour, materials and exclusions into a quote the customer can review online. When quantities or choices change, the seller creates a new traceable revision while the previously sent version and its event history remain preserved.
Suitable for: For renovation, carpentry and trade businesses that need clear inclusions, exclusions, material rows and approval history.
Verified in product enginesPRODUCT PROOF
- 1Document the jobCapture site, scope, exclusions, quantities and schedule.
- 2Price labour and materialsUse separate governed rows and mark potential deduction basis visibly.
- 3Review with the customerOpen the quote beside customer context and adjust the working draft.
- 4Publish a revisionSend a new immutable version while preserving earlier revisions and events.
Work that must hold together
Common obstacles in the industry's sales flow
Changing jobs
Material choices and quantities often change while the customer is deciding.
Mobile revision
A seller may need to adjust a quote during a call or site visit without losing history.
From inquiry to next step
One connected way of working for the seller
- 1
Document the job
Capture site, scope, exclusions, quantities and schedule.
- 2
Price labour and materials
Use separate governed rows and mark potential deduction basis visibly.
- 3
Review with the customer
Open the quote beside customer context and adjust the working draft.
- 4
Publish a revision
Send a new immutable version while preserving earlier revisions and events.
Product proof
Verified platform support
The industry page is grounded in published engines, templates and contracts. The table separates published vertical packs from support configured through the platform's generic engines.
SiteScopeLabourMaterialsExclusionsScheduleROT basis
Verified platform supportReviewed
- Quote modelProposal template
- Scope, exclusions, line items, schedule and acceptance are versioned together.
- PricingLabour + materials
- Quantities and account-controlled unit prices remain explainable per row.
- Tax contentIllustrative ROT basis
- Eligibility is visible but never represented as an automatic tax decision.
- Seller workflowFullscreen revision workspace
- The customer context remains available while the seller edits on desktop or mobile.
What OfferAgent does not do
OfferAgent does not verify site measurements, tax eligibility or material availability. The company approves scope, unit prices, legal terms and the final revision.
What must be configured
Configure the construction template, company-controlled labour and material prices, deduction labels and approval policy. No dedicated construction vertical pack is implied.
Fictional, complete example
See how scope and price rows are presented
Amounts demonstrate structure and calculation model, not recommended market rates. Tax deductions are illustrative and must be verified against current rules.
Public template exampleFICTIONAL · NON-BINDING
Kitchen renovation, Example Street 12
Example Customer Ltd · Quote EX-2026-001
Scope
Demolition, carpentry, installation and finishing according to the documented scope. Electrical and plumbing work are excluded.
Price rows
All amounts in SEK- Site establishment
- Protection, transport and preparation
- Quantity1 itemUnit priceSEK 6,500AmountSEK 6,500
- Carpentry labour
- Planned labour based on documented scope Example: deduction eligible
- Quantity72 hourUnit priceSEK 720AmountSEK 51,840
- Material package
- Standard material according to specification
- Quantity1 itemUnit priceSEK 24,800AmountSEK 24,800
- Subtotal
- SEK 83,140
- VAT 25%
- SEK 20,785
- Total including VAT
- SEK 103,925
- Illustrative ROT deduction
- -SEK 15,552
- Example customer price
- SEK 88,373
Example only. Verify the customer's eligibility, eligible labour and current Swedish Tax Agency rules before sending.
Example terms
- Valid for 30 days
- Changes require a new revision
- Schedule is confirmed after acceptance
Practical result
What the workflow improves
- Clearer scope before acceptance
- Separate labour and material logic
- Safer customer-requested changes
- A complete revision and event history
Connected capabilities
Add more when the need grows
FAQ
Common questions about the industry solution
Can labour and materials use different prices?
Yes. They are separate price rows governed by the company's own profile and rules.
Can a seller edit during a customer call?
Yes. The revision workspace keeps the quote and customer context together on desktop and supports the same essential workflow on mobile.
Does OfferAgent verify ROT eligibility?
No. The example marks possible deduction basis, but the company must verify eligibility and current rules.
Can a sent quote be overwritten?
No. Changes are made in a new revision so the sent snapshot remains intact.
Start with a professional quote foundation
Begin with quote templates and governed price rows. Add forms, follow-up, scheduling and other engines when the business needs them.