QuotePilot

Electronic Request Queue

Unanswered service requests stay ahead of answered ones. Use search and sort to choose the working order, then convert or reopen workflows.

Checking auto-sync...

Checking connected channels...

Search requests Sort

Manual Intake

Capture requests from calls, text messages, walk-ins, web forms, or copied email text.

Source Customer / contact Area Timing

Supporting file

Optional background context.

Attach file No file attached

Context only.

Request document

Fill the message from a file.

Import document No document uploaded

Fills the customer message. Editable.

Customer message

RequestMissing

ContactMissing

AreaMissing

TimingMissing

Workflow Review

Open or create a quote workflow to review the reply, evidence, and delivery status.

No workflow

01 Request Message captured

02 Evidence Tools checked

03 Reply Decision recorded

No workflow selected

Open a request to see the quote, evidence trail, safety gates, and delivery record in one place.

Price book Risk gate Send status

Job -

Urgency -

Subtotal -

Automation -

Risk Gate -

Dispatch -

State -

Quote readiness -

Score pending

Run an inquiry to assess readiness.

Follow-up autopilot -

No follow-up scheduled.

Approve a quote before follow-up begins.

Summary

Autopilot Run

Tools Invoked

Missing Details

Risk and Policy Gate

Blockers

Policy Checks

Quote Items

Follow-up Questions

Approval Checklist

Memory Updates

Customer reply draft

Schedule send

Pick when this reply should be sent in any mode. Leave blank to send as soon as it is approved, subject to any send schedules in Settings.

Customer Inbox

Inbound channel messages become quote workflows with source metadata, memory search, and approval gates. Email is the first live connector; webhook adapters can feed other platforms.

Checking auto-sync...

Search messages Sort

Select visible

No messages selected

Waiting for inbox triage...

Review Queue

Saved drafts and approved quote packages from this local demo.

Select all

No quotes selected

Operations Dashboard

Workflow throughput, review load, risk distribution, and quote value from local job history.

Risk Distribution

Category Distribution

Readiness Distribution

Follow-up Distribution

Recent Activity

Business Profile

This context is sent to Qwen with every draft.

Manual profile

Profile Additional context for Qwen (optional)

Price Book

Import pricing, check gaps, then save the version used for quotes.

Not checked

Upload file No file imported yet Google Sheets or CSV URL

Quick price rows

Enter services or products like spreadsheet cells, then turn them into the price book below. Use a unit such as "each" for goods.

Currency

Preparing currency options...

Category	Service or product	Price	Unit	Notes

Pricing rules

Confidence -

Services -

Rules -

Category	Service / product	Unit	Price

Pricing Gaps

Automation Settings

Control how far QuotePilot can act without a person touching each workflow.

Inbox auto-sync

Pull new connector messages into the electronic request queue automatically.

Checking auto-sync...

Sync frequency

Checks every 15 seconds.

Next checks loading...

Every Unit Message date range

Messages from any date are allowed in this schedule.

Sync batch size

Using no limit. Leave blank for no limit; 0 means no requests will sync.

New requests per sync

Appearance

Choose how QuotePilot follows your device display preference.

Theme

Settings Defaults

Return automation and appearance preferences to the recommended starting point.

Restore default settings

Sets theme to System, inbox auto-sync to every 15 seconds, clears the sync batch limit, and reply sending mode to Manual. Business setup, quotes, and messages stay in place.

Data Management

Clear local demo records when you want a clean workspace.

Restore dismissed messages

Bring back deleted local inbox messages that still exist in the connected source. Restore selected messages, a date window, one exact minute, or the whole dismissed inbox.

Restore

Select visible

No dismissed messages loaded.

Delete all quotes

Removes every quote workflow and returns linked inbox messages to the request queue.

Delete all messages

Dismisses every local inbox message from QuotePilot sync. Original messages remain in their source platform.

Delete all quotes and messages

Clears quote history and dismisses local inbox messages. Business setup and settings stay in place.