AI in quoting: how to use suggestions safely (UK trades)
AI can speed up quoting by suggesting scope and draft line items — but only if you review it like a professional. This guide explains a safe workflow and what to avoid promising to clients.
What AI is good for
- Turning a short job description into a structured scope.
- Suggesting common “forgotten” items (prep, protection, clean-up, disposal).
- Providing indicative price ranges to review — not to blindly accept.
What AI should not do
AI should not be presented as a guarantee. It doesn’t know your real costs, your standards, the site conditions or your availability. Treat it as a draft assistant.
A safe 5-step review checklist
- Check completeness: prep, fixings, protection, waste, finishing.
- Adjust for reality: access, stairs, parking, restrictions, occupied home.
- Set your time: confirm labour hours/days with your own rate.
- Confirm exclusions: hidden damage, extra repairs, third-party costs.
- Confirm payment terms: due date + payment instructions.
What to say (and not say) in advertising
- Safe: “AI suggestions are optional and editable.”
- Safe: “Helps you draft scope and line items faster.”
- Avoid: “Guaranteed accurate pricing” or “AI always correct”.
- Avoid: claims that sound like financial promises.
Privacy note (simple and clear)
Keep AI inputs focused on job scope (tasks, sizes, surfaces, materials). Avoid uploading personal documents unless you explicitly need them. Your workflow should stay professional and minimal: job-related data only.