01
Measure on site
Type lengths and areas on the phone, read them from a Bluetooth laser or draw them on the map.
Precise estimates from your own price book.
Measured quantities, your prices, one total the customer can trust. Built on the phone at the site or at the desk.
Product preview. Helmar.AI is in development. The features shown are planned; accounts and integrations are not open yet.
- Measuredquantities from the site visit
- Your pricesconfirmed row by row
- Phone or deskthe same estimate in both places
Without Helmar.AI
- Quantities guessed in the car after the visit
- Prices copied from last year’s spreadsheet
- A Word file the customer cannot compare
With Helmar.AI
- Measurements from the site, linked to every line
- Your price book, versioned and confirmed by you
- A clear page with the scope, the options and one total
How it works
Four steps, in this order.
02
Price from your book
Pick services and assemblies; quantities fill in from the measurements.
03
Check before it goes
Margin, VAT and the payment plan are checked against your own rules.
04
Send one exact version
The customer gets a page and a PDF of exactly what you approved.
Features
Made for the way small teams actually work.
Measured, not guessed
Quantities come from measurements you enter on site. Anything missing is flagged before a price exists.
Your price book
Services with units and your prices. Import from Excel and confirm row by row.
Preview what the customer sees
Scope, total and payment plan exactly as the customer reads them. Costs and margin stay hidden.
Measure from the map
Roof and terrace areas from the satellite image before the visit, confirmed on site before you approve.
Supplier prices that stay current
Import wholesaler price lists. Expired estimates are requoted at today’s prices in one step.
Options the customer ticks
Add-ons and choices with their own price, cost and margin.
In detail
The specifics.
- Units
- m², m, m³, pieces, hours, job
- VAT
- 21%, reduced rates, reverse charge, not a VAT payer
- Documents
- A customer page and a PDF in your brand
- Measurements
- Typed, from a Bluetooth laser, or from the map
- Designed for
- Desktop, tablet and phone · offline on site
- Plans
- Every plan · 15 estimates a month on Starter
Questions
Straight answers.
- Do I have to use your prices?
- No. Starter services come with units and blank prices. Nothing is active until you set a price or confirm an imported row.
- Can I bring my prices from Excel?
- Yes. Import a CSV export of your spreadsheet and confirm each row before it becomes active.
- What if material prices change after I send?
- Sent estimates keep their prices until they expire. After that you requote at today’s supplier prices in one step; labour stays as it was.
- Can I estimate on the phone at the site?
- Yes. The whole estimate works on the phone, and today’s jobs and measurements stay available without signal.
See the preview
See how your next estimate could work.
Explore the product preview in a 20-minute demo. Accounts are not open yet. No card, no obligation.