Quote Assistant

ServiceTrade login

Enter your ServiceTrade username and password. We will obtain a temporary session token from the ServiceTrade API and use it for all quote workflow steps.

Choose what you want to generate after logging in.

Choose which ServiceTrade environment to log into. Production uses live customer data; staging is for testing.

ServiceTrade username

ServiceTrade password

Deficiency

Enter the Deficiency ID(s)

Quote Settings

Historical Context

Records to Analyze

Higher values pull in more past jobs, quotes, and invoices for this deficiency, which can improve context but may take longer to generate the quote.

Manual Overrides

Labor Cost Override (Per Hour)

Forces a specific hourly labor rate instead of the rate inferred from your historical data. Higher values will increase the overall quote.

Markup Percentage Override

Sets a fixed markup percentage on top of costs. Increasing this value will raise the final quoted price.

Custom AI Prompt (optional)

AI Model

Select which model to use to generate your quote.

Prompt Type

Quote Generator Prompt

Extra natural language instructions for the AI. This can change how the quote is worded and structured, but it does not change the underlying ServiceTrade data.

Generating draft quote with AI

This is a draft quote. After you import, you can fully edit details and line items in ServiceTrade before generating a final quote to send to your customer.

Response

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