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QuoteClerk AI

QUOTECLERK AI / ROOFING SUPPLIES

Roofing supplies quoting software for the roofer's list, not the drawing

QuoteClerk AI prepares quotes for roofing merchants and roofing supply branches. The roofer sends a list of tiles, battens, membrane, leadwork, ridge and fixings, by email, spreadsheet, PDF or a photo from the job. I match each line to your own catalogue, price it from your own price file and flag what is missing, such as a tile profile, a colour or a lead code. A person at your branch approves the draft before the roofer sees it.

A re-roof list as it arrives

Roofers are on the roof when they need the price. The list is often typed into a message at the end of a survey, or written on a pad and photographed:

  • 1,100 interlocking tiles, "same as existing", grey
  • breathable membrane, 4 rolls
  • battens 25x50, 60 lengths
  • dry ridge kit for 12 m, dry verge both ends
  • lead code 4, 2 rolls, 300 mm
  • tile clips, nails 2 boxes, fascia 6 lengths

Before that becomes a quote, someone has to find the tile in your range, check which membrane and batten grade the roofer normally takes, and price the leadwork at the account price. When three of those lists arrive before 9am, the last one waits.

The questions that hold up a roofing quote

Most of the delay on a roofing quote comes from a few recurring gaps. I flag each of them on the line where it occurs, with the candidates from your range:

  • Tile profile and colour. "Same as existing" cannot be priced. The line is flagged and waits for your colleague or the roofer.
  • Lead code and roll width. "Code 4, 300 mm" can be matched; "lead, 2 rolls" cannot, so it is flagged.
  • Membrane type and roll size. If your range holds more than one breathable membrane, every candidate is listed.
  • Ridge and verge systems. Kits are matched when the description in your catalogue makes the match clear; otherwise the options are shown.

A line is never filled in on a guess. Clear lines go onto the draft with your code and price, and only the open questions reach a person.

Rolls, packs, bundles and pieces

Roofing products come in awkward units: tiles by the piece or the pallet, battens by the length or the bundle, membrane and lead by the roll, fixings by the box. I read each quantity with its unit, and when it does not match the unit in your catalogue, the line is flagged instead of converted. "4 rolls" stays 4 rolls.

Prices come from your own data in a fixed order: the customer's price, then the customer group price, then the list price, with quantity breaks and valid dates. A tie or a missing price blocks the line, so a lead price that has moved this month is not quoted from an expired row. If you send a stock export, a stock figure older than 24 hours is treated as stale by default.

What the draft covers and what it does not

I price the list the roofer sends. I do not measure roofs from drawings, aerial images or photos of the house, and I do not calculate tile quantities from a roof area. If the roofer sends an area instead of a count, that line is flagged for your colleague. Lists can arrive as XLSX, CSV or TSV, as PDFs of up to 10 pages including scanned pages, as email text, or as PNG and JPG photos. For a list written by hand on the roof, uncertain lines are flagged for a person to check.

What comes back

The approved quote comes out as an A4 PDF with your logo for the roofer, plus a UTF-8 CSV of the approved lines. Nothing goes out before a person approves it, and each export is logged. There is no native connection to merchant systems such as Kerridge K8 or Merchanter: your catalogue and prices come in as a CSV or Excel export, and whether your system can import the approved CSV is checked during the pilot.

Pricing

  • Full rollout: £3,900 a month for up to 1,500 requests, or £1,290 a month for up to 500, plus £5,950 onboarding that includes the £1,490 paid pilot.
  • Team: £790 a month for 3 users and up to 200 requests.
  • Starter: £390 a month for up to 20 requests.

Team and Starter have no setup fee. How the paid pilot works ↗

Frequently asked questions

Can it work out how many tiles a roof needs?

No. It prices the quantities on the list. A line that gives an area instead of a count is flagged for a person.

What if the roofer writes "same as existing"?

The line is flagged with the question that needs answering. Nothing is chosen for the roofer.

Does it keep rolls, packs and pieces apart?

Yes. If the unit on the list does not match your catalogue unit, the line is flagged instead of converted.

Can it read a photo of a list written on site?

It reads PNG and JPG photos line by line. Uncertain lines are flagged for a person to check.

Whose prices are on the draft?

Yours: customer price, then group price, then list price, from your own file.

Is the quote sent to the roofer automatically?

No. A person on your team approves every draft first.

What would it cost for my branch?Can it read a photo of a handwritten list?How does the paid pilot work?