Invoice & Quote Generator

The Challenge

Most independent contractors and small service businesses quote jobs verbally over the phone, scribble estimates on paper, or cobble something together in Word. The result: quotes that look unprofessional, contain errors, take 20+ minutes to write, and get lost. Studies show that contractors who send a professional written quote within an hour of an inquiry convert significantly more leads — but most simply don't have the time or tools to do it.

The Solution

A split-panel document builder where the owner fills in customer details and selects service types from a dropdown. One click on "✨ Suggest" and Claude reads the NHS rate card, writes a professional description, and populates the unit price. A live preview updates with every keystroke. When ready, "Generate Document" produces a fully formatted, print-ready quote or invoice. One more click to print or save as PDF.

Key Capabilities

• ✨ AI Line-Item Descriptions Select a service type, click Suggest — Claude writes a professional customer-facing description specific to that service (e.g. "Comprehensive A/C tune-up including coil cleaning, refrigerant check, and system performance test").
• 💰 Smart Pricing Suggestions Claude references the NHS rate card embedded in the system prompt to suggest realistic unit prices — all editable before the document is finalized.
• 📄 Live Document Preview A real-time monospace preview updates as the owner types — no waiting, no page refreshes. Totals and Tennessee tax logic (labor untaxed, parts taxed at 9.75%) computed automatically.
• 📋 Quote → Invoice Toggle Switch between Quote (14-day validity notice) and Invoice (payment due on completion) with one click — document number prefix, footer, and header update automatically.
• 🖨️ Print-Ready Output CSS print styles hide the form and render a clean, professional document. Owner hits Print and saves as PDF directly from the browser — no extra software needed.