The business side of building, handled.

briefcAIs™ is one app for the quote, the job and the paperwork. Talk through a site visit and get a quote to check. Run the job from your phone. Keep the paperwork in order. Made for small crews and the people who run them.

estimAIt opens first. Every new company starts with a 14-day free trial, no card needed.

One app, three parts

Install briefcAIs once and switch between the parts from a drawer at the bottom of the screen. Each part also works on its own, so you only pay for what you use.

estimAIt’s Today screen, listing the quotes that need you, longest wait first
Opens first

estimAIt

  • Walk the site and talk. Your voice memo and photos become a draft quote, priced from your own price book.
  • You check every line before anything goes out. Your crew sees the scope, never the prices.
  • Customers open the quote from a link with an access code, accept it, and pay the deposit by card or bank transfer, straight to your account.

From a site visit to a paid deposit

This is estimAIt, the part that opens first. The screens are from the app’s design, with a sample company.

  1. Recording a site visit, with a check of the memo before it is sent

    Talk through the visit

    Say what you see while you walk the site. Photos and notes go with it, and nothing leaves your phone until you send it.

  2. A draft quote waiting for approval, with the scope of work written out

    Check the draft

    estimAIt writes the scope and the lines from your price book. Fix anything it flags, then approve it.

  3. The customer’s page, with the proposal in a sealed envelope

    Your customer opens it

    They get a link and an access code by email, on any phone or computer. There’s nothing for them to install.

  4. The customer’s deposit page, showing the amount due and Pay now

    Take the deposit

    They pay by card or bank transfer, and the money goes to your own account. You’ll see it on Today.

Built for the field

Works with no signal

Record, write and look things up in a basement or on a roof. What you did sends itself when you’re back online.

Crews see the work, not the prices

Field users get scopes, schedules and hours. Prices and totals stay with you and the people you choose.

Your name on what customers see

Quotes, invoices and payment pages carry your logo, your color and your license line.

Room for the whole team

Seats are shared across all three parts, and you choose what each person can open and approve.

Paper or Blueprint

A light look for bright days and a dark one for early starts. Everyone picks their own.

Cancel in two taps

From Plan and billing, any time. No phone call and no form to fill out.

What it does, and what stays your call

briefcAIs helps you

  • Keep track of what’s due, what was sent and what was paid.
  • Get reminders before quotes, invoices and logs run late.
  • See notices to review for the state where a job is.
  • Keep a record of every quote, change and payment.

You stay in charge of

  • Approving every quote before it goes to a customer. AI drafts are suggestions.
  • Following your state’s rules for contracts, deposits and licensing.
  • Legal and tax questions, which belong with your attorney and accountant.

briefcAIs helps you organize your quotes, deposits and notices. It is not legal advice, and following your state’s rules is your company’s job.

Get early access

Tell us where you work and what you do. We’ll email you when briefcAIs opens in your state, before anyone else.

What you’d use (optional)

We’ll only email you about briefcAIs, and every email has a link to unsubscribe. How we handle your sign-up

Start your free trial

14 days, no card needed. Set up your company and send your first quote today.

Get the app

One app holds all three parts. Install it on your phone from the browser in a few taps.

Questions

When does briefcAIs launch?

We’re finishing the design now. Early access members hear first, and estimAIt opens before the other two parts.

It’s open now. estimAIt is ready to use, and operAIt and legitimAIt are on their way.

Do my customers need the app?

No. They open quotes, invoices and payment pages from a link with an access code, on any phone or computer.

Does it work without signal?

Yes. You can record, write notes, take photos and look through your jobs with no signal. Turning a memo into a draft and sending to customers wait until you’re back online, then go by themselves.

What does it cost?

Pricing comes with launch. Every new company starts with a 14-day free trial with no card, and cancelling takes two taps.

Which states can sign up?

At launch, companies based in 44 states and DC can sign up. California, Florida, Pennsylvania, New Jersey, Massachusetts and Nevada open later, one at a time. Jobs can be anywhere: a job in another state shows that state’s notice to review.

Can I use just one part?

Yes. estimAIt, operAIt and legitimAIt each work on their own, and work together when you have more than one.

Is this legal advice?

No. briefcAIs keeps track of your work and reminds you what’s due. Following your state’s rules stays with your company, and legal questions belong with your attorney.