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Trades & field work · Sales

Gather plans, photos and options before pricing

A renovation quote depends on photos, plans, customer choices, standards, site access and fast-changing options.

Business contextDecisionComplete kit
Apply itBruno prepares an agent with the brief, questions and useful approvals.
Comic illustration for the Gather plans, photos and options before pricing use case
Starting intent
I want to price without forgetting an option or promising an unrealistic timeline.
With an AI chat

An AI chat drafts a proposal, but it does not connect plan, photos, choices and site constraints.

With Bruno

Bruno prepares the pricing file, lists unclear areas and turns customer exchanges into options to approve.

Bruno value

The quote goes out more complete, with fewer changes eating into margin.

Why Bruno can do it

Bruno makes this useful by connecting daily interruptions to durable follow-up: message, task, follow-up, approval and memory.

Mobilized foundations
  • Connected tools: calendar, email, spreadsheets, Drive, lightweight CRM or team messaging feed the file without retyping.
  • Action memory: each request keeps its customer, context, received documents, follow-ups and next step.
  • Human control: Bruno prepares, sorts and follows up, while sensitive messages and committing actions stay approved.
  • Field gain: the goal is not to produce a long report, but to move a real request forward without retyping.
Brief to delegate

Apply the "Gather plans, photos and options before pricing" use case in my company context.

Recommended agentChief of staff
Success criteria
  • The priority deliverables are produced: Pricing file, Customer options, Pre-quote questions, Send message.
  • Assumptions, risks and required human approvals are explicit.
  • The result is reusable by the team, as in the Voltéo, a two-person renovation electrician example.
Info to clarify
  • What is the exact context of your company, customer or project?
  • Which documents, data or conversations can Bruno use as a starting point?
  • Which deliverables do you want first, and which ones can wait?
  • Who must approve the result before any external action is launched?
Concrete example
CompanyVoltéo, a two-person renovation electricianSituation

A landlord wants to redo the wiring of a two-bedroom flat before renting it. Photos come through WhatsApp, the plan is approximate, and the customer adds USB plugs, heaters and outdoor lighting after the visit.

Bruno response

Bruno groups documents, separates base and options, prepares blocking questions and helps formulate a readable quote. The electrician keeps technical decisions, but no longer rebuilds the file from ten messages.

Created agents

  • Quote agent
  • Site documents agent
  • Options agent

Delivered assets

  • Pricing file
  • Customer options
  • Pre-quote questions

Bruno prepares the pricing file, lists unclear areas and turns customer exchanges into options to approve.

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