One build, 5 roles
Build quotes and estimates from notes and price lists
Build quotes and estimates from notes and price lists. Builds line items with quantities and list prices, good, better and best options where they fit, exclusions, the customer quote and an internal check sheet. For Xactimate it suggests line items for the estimator to key in. This build has not been filmed yet; the page fills in once it is.
Where this job shows up
5 roles, counted in real job listings
| Role | What their listings say | Listings | Share |
|---|---|---|---|
| Restoration Estimator | Write estimates in Xactimate | 47 / 49 | 96% |
| Freight Broker | Quote rates and build lanes | 53 / 59 | 90% |
| Personal Lines Account Manager | Quote new policies across carriers | 68 / 100 | 68% |
| RV Service Advisor | Estimates, quotes and upsell repairs | 56 / 100 | 56% |
| Kitchen Designer | Price quotes and proposals | 29 / 55 | 53% |
Indeed US and Canada, pulled November 4, 2026. Method and the full dataset.
How it works
The loop
- 1. Trigger
A request for a quote, or site notes and photos uploaded.
- 2. Inputs
The request or scope notes, the price list or rate sheet, margin rules, past quotes.
- 3. Agent does
Builds line items with quantities and list prices, good, better and best options where they fit, exclusions, the customer quote and an internal check sheet. For Xactimate it suggests line items for the estimator to key in.
- 4. A person checks
The estimator or designer confirms quantities and price before it goes out.
- 5. Lands in
PDF quote, quote log sheet, email draft.
Tools a non-coder uses: Claude Project with the price list. Zapier from a form or Gmail into a Google Docs template.
What changes per role: The price source. Restoration: Xactimate line items. Freight: lane history and market rates. Insurance: carrier quotes side by side. RV: labour times and parts. Kitchens: the cabinet catalog.
Watch the full build
The episode
This build is done live on AI in Context. The video, its chapters and the full transcript go here once it is published.
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