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Agent 02 · Marketing & Sales

Estimating

Your rate book, running as software — penny-exact proposals in minutes, not evenings.

Agent 02 runs your actual pricing rules — the same quantity formulas your estimator keeps in that master spreadsheet — as a deterministic engine. It prices the whole job from the design spec and keeps your customer proposal separate from your internal cost sheet.

Playback — pricing a pool from specLIVE FEED
2:10 PMSalesperson · design spec
494 sq ft pool, 6′ deep end, raised spa, 370 sq ft travertine deck, screen enclosure, City of Tampa.
2:10Agent 02 · Pricing Engine
Evaluating 1,700+ quantity rules against the spec — permit fees, dig depth brackets, steel, shotcrete, plumbing runs, deck area.
2:11Agent 02 · Pricing Engine
173 line items priced. Every quantity derived from your formulas; every unit cost from your current rate book.
2:11Agent 02
Sectioned proposal built — cost, margin, and sell computed per section. Total: $118,450.
2:12Agent 02
Customer proposal generated. Internal BOM held separately for procurement — the homeowner never sees your costs.
2:14Agent 02 → Agent 03
Estimate NSP-2026-014-EST delivered and tracked. When it’s accepted, the contract writes itself.

What Agent 02 does for you

Every capability below runs inside your company’s private workspace — your data, your pricing, your subs, never shared.

Your pricing rules, verbatim

Over 1,700 quantity and pricing rules from your rate book run as code — proven penny-exact against real jobs before they ever price a proposal.

Full proposal in minutes

Enter the design spec — surface area, depth, deck, options — and the engine prices every line item across permits, excavation, shell, plumbing, and finish.

Proposal vs. cost sheet

Customers see a clean, sectioned proposal at sell price. You see the itemized bill of materials at cost. They never mix.

Margin control

Markups apply per section from your settings; margins are computed, never guessed by an AI.

Never a silent zero

If a required measurement is missing, the engine stops and tells you — it will not quietly price a line at $0.

Estimate tracking

Every estimate is tracked open → viewed → accepted, and the accepted estimate flows straight into the contract.

Part of a 13-agent team

Hears from
Hands off to

Thirteen agents. One build, run for you.

Agent 02 is one of thirteen specialists that run your pool company’s marketing, production, and back office together.

Get early access   Meet all 13