The best time to write a quote is while you're still on site
You walk through the job with the client. You talk through what needs doing, maybe point at a wall, agree on a few options. Then you get back in the van, and the quote gets written that evening, or the next day, from memory and a few photos.
Something always gets lost between the visit and the write-up. A detail the client mentioned in passing. The exact finish they asked for. The reason they wanted it done before a certain date, which is exactly the line that would have made the quote feel like it was written for them, not copied from the last job.
Why the gap matters more than it seems
A quote written hours later reads like a quote written hours later: generic, a little delayed, missing the specifics that made the conversation feel personal. A quote that reflects exactly what was discussed, sent the same day, reads like the client was actually listened to. That difference shows up in whether they say yes.
What listening on site actually means
You tell Edwin to listen in at the start of the visit, out loud, so everyone in the room knows what's happening. You talk through the job normally, the way you always would. When the visit's over, Edwin has pulled out what was agreed, matched it against the prices you've already given him, and drafted a quote you can check and send before you're back in the van.
No one else in this space does this. Most tools transcribe a phone call after the fact. Edwin turns the visit itself, the actual walk-through, into the first draft of the quote.
What stays private
The audio from a visit is never stored. It's used to build the quote and then it's gone; the transcript is deleted the moment the summary is written. What's kept is the quote itself and the facts you've asked Edwin to remember, like a client's usual preferences, not a recording of the conversation. Full detail is in the privacy policy.
Curious what a visit-to-quote workflow looks like end to end? See how Edwin works, or join the waitlist.