Magic Quote: quoting a property by walking it

Every other way of quoting asks you to be a data-entry clerk on somebody else's property. Magic Quote asks you to look at the property instead.

You tap Start and walk. Take photos, record a short video, talk, jot a line. Nothing has to be categorised in the moment, and nothing has to be filed while the customer is standing next to you. Afterwards, the walkthrough is organized into rooms and findings, and those become a draft quote — priced entirely by your own room and task library.

Magic Quote is part of the Pro and Business plans. A walkthrough reads every photo and every recording separately, so it uses far more of a month's AI allowance than the other AI assists do.

Capturing

There are four things you can capture, and no form:

• Photos — through the system camera you already know how to use.
• Video — short clips, for the things a still will not show.
• Voice notes — talk while you walk. What you said comes back as text beside the recording: which room you are in, what the customer asked for, what they said to skip, how long you reckon the shower will take. "Two dogs, lots of hair" is information, and it is kept.
• Typed lines — for when talking would be awkward.

Three properties of the capture matter more than they sound:

An open walkthrough keeps working with no cell signal and no Wi-Fi. In a basement, a back bedroom, a dead spot in the hall or airplane mode, keep capturing and the app catches up when the connection returns.

Closing the app has one current limit. Pending photos, voice notes and typed notes stay saved when you close and reopen the app, then resume uploading without creating duplicates. A short video that has not finished uploading is not restored after the app closes, so leave the walkthrough open until that upload finishes.

You can start with nobody on file. Knocking on a door is an ordinary way to get work, and a doorstep is the worst place to make somebody fill in a customer form. Start the walkthrough with no customer at all; the walk itself proposes the record afterwards — a name somebody said, a number they read out, the address on the mailbox — and the review screen shows that as an editable form beside a search of the customers you already have. Nothing is written to your customer list until a person presses the button.

Reviewing

The review screen comes before the price, deliberately. It shows:

• A timeline of every photo, clip and recording in the order you took it, with what was said written out beside it. When Magic Quote says the customer asked for the oven, you can tap through to the second of the recording where they said it.
• A readiness score, and the findings it is least sure about, put in front of you before they can affect a price. Confirm one, remove it, or fix the wording. Nothing you rejected gets quoted.
• Changes of mind, as changes of mind. "We don't need the refrigerator" at 10:05 and "actually, let's do the refrigerator" at 10:23 is one customer changing their mind, not two contradictory notes. Both are shown and you say which stands.
• A split between what the customer sees and what your crew sees. Your honest note about the state of the master shower stays internal; the customer's quote says the shower needs extra detail on the first visit.

The screenshot above is a real walkthrough, and the third line of its summary is the feature earning its keep: "The refrigerator interior was first excluded at customer request and then reinstated later in the walk — the later position stands and should be confirmed." Two sentences said twenty minutes apart, read as one person changing their mind, and put in front of somebody to confirm rather than quietly picked.

If you open the review screen before the walkthrough has finished being organized, it tells you which half of the work is still running and counts the wait down, rather than showing you an empty page that reads like "the walk found nothing". A pass that failed says why, above the button that retries it.

Pricing, and who decides

The draft is priced by your own room and task library, your hourly rate and your multipliers — the same engine as every other quote. Magic Quote can suggest a range beside your number; it can never be the number. From there it is an ordinary quote: see Building a quote and Pricing a quote.

You can also talk to the walkthrough afterwards: "Make the first clean $325." "Take 10% off." "Did she mention windows?" Questions are answered with the capture they are drawn from, and edits go through a fixed set of instructions rather than free rein.

What happens to the photos and recordings

They are of the inside of somebody's home or business, and they are treated that way. They are never public, they are never given a URL that would work without a session, and you choose how long they are kept — thirty days, ninety, a year, or as long as the customer is a customer.