01
Measure on site
Type lengths and areas on the phone, read them from a Bluetooth laser or draw them on the map. Every quantity stays linked to its line.
From site visit to verified payment.
One record per job: the estimate, the version your customer accepted, the invoices and the money that actually arrived. This is the order things happen in, and who does what.
Product preview. Helmar.AI is in development. The features shown are planned; accounts and integrations are not open yet.
- Measured on sitequantities linked to every line
- One accepted versionlocked with a name and a time
- Paid means verifiedmatched to a reference or a statement
The flow
Offer, agreement, money — kept apart.
Each step is its own record with its own status — so a quote never pretends to be money.
OfferNot money yet
Price bookFacades · version 1 · confirmed
Proposal EST-1042Sent 3 Sep · €23,178.76
Follow-upNo reply for 7 days · 10 Sep
AgreementOne locked version
Accepted v1Lukas Jankauskas · 14 Sep, 10:16
MoneyCounts when verified
Advance request AP-104330% advance · €6,953.63
Payment verified16 Sep · Matched to bank statement
See it with your own price book.
Book a demoStep by step
Six steps, always in this order.
02
Price from your book
Pick services and assemblies; quantities fill in from the measurements. Prices come from your price book, confirmed row by row.
03
Approve and send one version
Margin, VAT and the payment plan are checked against your rules. The customer gets a page and a PDF of exactly what you approved.
04
The customer says yes
No account, no app. They tick options, see one total and accept with their name and the time. That version is locked.
05
Advance, job, completion
The advance request goes out from the accepted version. When it is matched, the job is created and the crew sees it on the phone.
06
Invoice and verified payment
Stage invoices and the final VAT invoice follow the accepted plan. A payment counts only when it is matched to a reference or a bank statement.
Who does what
Everyone sees the same job. Not everyone sees the same numbers.
The owner
Sets prices, approves every version and decides what goes out. Sees costs, margin and the money view.
The office
Answers replies, books site visits and sends invoices. Works without seeing costs or margins.
The crew
Sees today’s jobs, the scope and the site photos on the phone, even without signal. Never sees a price.
The customer
Gets a page, not an account: scope, options, payment plan and one total. Accepts with a name and a time.
The accountant
Sees every invoice, payment and reverse-charge note with a read-only role. Documents go to Rivilė every night.
Helmar.AI
Drafts the estimate, flags real silence and prepares the follow-ups. It never sends anything you have not approved.
Setup
Built to be set up in under an hour.
No implementation project and no demo tour. Six short steps, then you start with a real customer.
- 01
Company
Name, VAT code, address and IBAN. VAT rules and document numbering come from the country pack.
- 02
Prices
Enter or import your prices and confirm every row.
- 03
Existing quotes
Add the quotes you already sent — 30 seconds each, or forward the email. Follow-ups start from the real dates.
- 04
Follow-ups
Day 3, 7 and 14 in business hours. Preview exactly who gets what before anything is sent.
- 05
Payments
Advance, bank account and reminder schedule. Reminders stop the moment a payment is matched. No automatic fees.
- 06
Team
Invite the office as reply handler: answers replies and books visits without seeing prices.
Then: your first real proposal.
After setup you start with a real customer. The first quote you send with follow-ups on is the first milestone, not the signup.
Questions
Straight answers.
- Do my customers need an account?
- No. They open a page or PDF from your email, review the exact version and accept it.
- Is the job created automatically?
- When the advance is matched, the job is created from the accepted version with its scope, customer and dates. You assign the crew.
- Does AI write to my customers?
- AI can draft customer messages. You review and approve each one before it is sent from your address in business hours. A reply stops the sequence.
- Can my accountant see everything?
- Yes, with a read-only role. Documents also go to Rivilė every night.
See the preview
Make your next estimate the one they accept.
Explore the product preview in a 20-minute demo. Accounts are not open yet. No card, no obligation.