Generator proposals in minutes, not hours

Every quote was rebuilt by hand: a spreadsheet for the math, a Word template for the document, and the owner's memory for everything in between. Each one took hours.

Three years of past proposals sat in about 45 customer folders that nobody could search. Installs were quoted as one lump sum, so there was nothing to compare a new job against, and the generator size was often picked by feel.

While a quote was being put together, bids were missed and some jobs went to competitors who answered faster.

A web app where the team describes a job whichever way is easiest: the site survey form, a short chat or dictation, job photos, an uploaded PDF, or a public bid package of 100+ pages. Techs can start an estimate from their phone on site.

We read and structured 121 of their past proposals. Installs are now split into materials, mechanical, and electrical, and each part, like a crane lift, a new pad, or a gas run, is priced from the same element on similar past jobs. Those jobs are cited on every line.

Built-in sizing uses NEC load calculations to pick the smallest unit that covers the demand. A second-reader check flags easy-to-miss problems before export, like a transfer switch smaller than the service or a diesel unit with no fuel tank.

Every new proposal goes back in. Won jobs rank first as comparables, and when the team keeps making the same price edit, the tool proposes a new pricing rule for the owner to approve.

The finished proposal exports to Word or PDF in their own layout and goes to the customer with a signing link. They draw or type a signature, and a signed copy comes back automatically.