AI Quoting is quoting software for oilfield service companies and fuel dealers: a rental request, a tank set or an operator's purchase order becomes one record from the quote to the delivery. Every price is read from your own list by code, never by the AI, and nothing reaches the customer before your yes.
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7 days free · per company, never per seat · nothing to install


Purchase orders
Two purchase orders read by the AI: one held because a printed price differs from your list, the other passing every check and ready to proceed.
Easy setupSet up everything just by talking to Lisa AISee how ›You“What is held on Inbound this morning?”
Lisa“Two purchase orders: one prints a light tower rate below your list, the other names a pump you do not carry.”
You talk. Lisa sets it up. Applied only on your yes.
How Oil, Gas & Energy Services use it
An operator e-mails a purchase order for frac tank rentals; one printed rate is below your list, so the order waits with one question.
A caller wants two light towers and a generator for a week; rental quotes for oilfield equipment are drafted from your list for your yes.
An approved fleet account on net terms accepts a quote; the order opens at once and the invoice carries its due date.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
Quotes and orders
It also does purchase order processing for fuel distributors whose fleet accounts send a PO with every diesel order.
The buyer, the PO number, the ship-to, the printed terms and every line matched to your catalog are read from the operator's document, never retyped by your desk.
Complete, not your own company, not a duplicate, every line in your catalog and every printed price within your rule; a failed check holds the order with one question.
Rental rates, tank sets, accessories and service lines are read from your inventory by code, and a line priced by a person waits for that person.
Preview and authorize shows every line and the total before anything reaches the customer; set a ceiling if new quotes under it may go out by themselves.
After the yes
Card on the quote page through your own card account, a wire, a mailed check or pay at pickup; the invoice is numbered the moment the total is paid.
Once paid, the packing list goes to your shipping desk by mail and a text reaches the yard phone, so the light towers load out without a phone call.
When a pallet of lubricant drums ships, the carrier and tracking number reach the customer by mail; on the phone the AI says it was e-mailed.
Questions & answers
Yes. A purchase order arriving by e-mail as a PDF, a spreadsheet, a document or plain text is read once, and every line is matched to your catalog. Five checks run in code, including a duplicate PO from the same buyer; one that fails holds the order with a plain question.
No. Every price is read from your inventory or catalog by code. A line that needs a person's price waits under Price the lines, and a customer who asks for a better rate gets a revision that waits for your yes.
Yes. Once you approve an account, its order opens the moment the customer accepts, the goods or the service go out first, and the invoice carries its due date.
The quote arrives on your letterhead with a PDF and a link to the customer's own page, where they see the lines and the total, type their name to accept and pay the way you allow.
Yes. The follow-up starts on the send: a mail on day 1, a reservation note on day 3, an optional call on day 4 and an expiry reminder on day 7, and it stops when the customer pays or declines.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Oil, Gas & Energy Services ›
Easy setup
Answers & books
Sells
Helps your team
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Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
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