AI Automation
Quote automation for industrial service jobs that used to live in Excel
Estimators at Millwright Co. rebuilt every quote from a private spreadsheet. We turned their rate logic into a governed quoting workflow with AI assist for line items.
The operational problem
Each estimator had a workbook. Labor, travel, per diem, and equipment rates drifted. A customer asking for a revised scope meant starting over.
Wins were leaking on slow turnaround. Losses were leaking on inconsistentgins. Nobody could explain which version of the rate card was current.
What was breaking down
- Rate cards copied between laptops
- No history of what was actually sold versus quoted
- Revisions that broke formulas
How Striders Tech approached it
We encoded the rate card once, then let estimators describe the job in plain language. The system proposed line items; a human locked price and terms.
What we built
- A single rate service with effective dates
- AI-assisted line-item drafts from a job description
- Revision history customers can receive as a clean PDF
- Margin guards that flag quotes below floor
Results the team can measure
- From 2 days to same-shift quotes on standard millwright scopes
- One rate card used by every estimator
- Margin floor caught underpriced travel and overtime before send
Who this case study is for
Owner-operators in trades who sell project work and cannot afford five versions of the truth on price.
Millwright Co. operates in industrial services. The work is a custom system designed around their process, not a generic template with extra fields bolted on.
What changed after the system went live
to same-shift quotes on standard millwright scopes
used by every estimator
caught underpriced travel and overtime before send