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Close the quote before it goes cold.

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iA
ITHRA AI
watching your quotes
QuickBooks Estimates · ITHRA Security
Estimate EST-2847
Alex Patel · 47 Bramblewood Dr, Mississauga
Sent
DescriptionAmount
Control4 Smart-Home Hub + IntegrationProgramming, scene setup, app config
$2,800
DSC Alarm Panel + 6 SensorsMotion, door/window contacts, siren
$1,100
Installation & CommissioningFull-day labour, testing & walkthrough
$300

Total (excl. HST) $4,200.00 + $546.00 HST = $4,746.00
⏳ No reply yet — ITHRA AI following up in 3 days if no response.
✉️ Drafts — ready to sendITHRA Security
From
Mike Kamel <mike@ithra.ca>
To
a.patel@gmail.com
Subject
Following up — your ITHRA smart-home estimate

Hi Alex,

Just checking in on the estimate I sent over for your smart-home and alarm system (EST-2847, $4,200 + HST). Happy to walk you through anything, answer questions, or adjust the scope if needed.

📎 Estimate EST-2847.pdf

Let me know what you think — always easier to chat if you'd like to talk it through.

Thanks,
Mike — ITHRA Security

Drafted by ITHRA AI — you're sending it.
✓ Sent to Alex — ITHRA AI is watching for a reply.
✉️ Reply — drafted by ITHRA AIRe: ITHRA smart-home estimate
Alex Patel asked
"Hi Mike, I'm interested — but the alarm part feels a bit high for what I'm getting. Can you break down what's included in the $1,100?"
📚 Answer pulled from your services knowledge base

Hi Alex,

Totally fair question — here's what the $1,100 covers: a DSC NEO HS2032 panel (commercial-grade, same hardware ITHRA uses for business accounts), 6 wireless sensors (3 door/window contacts + 2 motion detectors + 1 glass break), a 110dB interior siren, cellular backup communicator, and 3 hours of programming + a full walkthrough so you know every zone.

The cellular backup means the alarm works even if your internet or phone line is cut — that's the piece that separates it from a DIY kit.

Let me know if you'd like to swap any sensors or if there's a budget you're working to — easy to adjust.

Thanks,
Mike — ITHRA Security

ITHRA AI drafted it — you approve & send.
✓ Answer sent to Alex — he's reviewing the breakdown.
ACCEPTED
Quote accepted
Alex Patel · EST-2847 · $4,746 incl. HST
Alex Patel replied
"Hi Mike, thanks for the breakdown — that makes sense. I'm happy to go ahead with the full package. What's the next step?"
EstimateEST-2847 · $4,200 + $546 HST
Total$4,746.00
InvoiceConverting EST-2847 → INV-1191…
Processing…
Closing the deal
ITHRA AI updates every system — nothing to do on your end.
📒
QuickBooksEST-2847 converted → Invoice INV-1191 · $4,746 issued
🗂️
ITHRA CRM / databaseAlex Patel · status → CUSTOMER · job created
🔧
Job boardJob #JB-0441 · smart-home + alarm · awaiting scheduling
📲
Mike pinged"Alex Patel accepted — $4,746 invoiced. Job #JB-0441 ready to schedule."
All verified ✓ — quote closed, job on the board.

Your quote pipeline

🏠 A. Patel new
Quoted
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📲
ITHRA AI → you: watching…
0
first follow-up — automatic
0
won — not quietly lost
0
slipped through the cracks
👆 Review the follow-up, then hit Send

One choice to make

How ITHRA AI watches your open quotes — your call.

Estimates live in QuickBooks. ITHRA AI can watch them automatically once they're sent, or you can trigger follow-up manually from Telegram for any quote you choose.

Recommended start

① QuickBooks-integrated watch

ITHRA AI sees when you mark an estimate "Sent" and starts the cadence automatically — no extra step from you.

  • Fully automatic — no quotes forgotten
  • Cadence rules you set: day 3, day 7, day 14
  • Works on all your open estimates, not just new ones
  • Needs QuickBooks read access
Also available

② Telegram manual trigger

You tap "start follow-up" on Telegram for any quote. ITHRA AI takes it from there — same nudge cadence, same KB-backed objection handling.

  • No QuickBooks integration needed to start
  • Full control over which quotes get followed up
  • Manual step — easy to miss a quote
  • Doesn't backfill your open estimate backlog

To get started

What we'd need from you.

Mostly connecting the tools ITHRA AI already watches, and agreeing on a few rules for how to handle silence or an objection.

📒 QuickBooks access

Read access so ITHRA AI can watch estimate status and detect when one gets sent. Write access to convert the accepted estimate to an invoice.

To start
📋 Your follow-up rules

How many days before the first nudge, how many touches total, and the tone (friendly vs. firmer at day 14).

To start
📚 Your services knowledge base

A brief write-up of what's included in each service line — so ITHRA AI can answer scope and pricing questions correctly, in your voice.

To start
🔧 Job board access

So a won quote creates a job automatically — no double entry. Pairs with scheduling (Workflow 5).

Before go-live

What it's worth

The quotes you called "slipping through the cracks" — followed up every time.

A quote that goes cold after day 3 without a nudge is a coin-flip. A quote that gets followed up consistently closes at a meaningfully higher rate — this is the one change with no downside.

100%
of open quotes followed up
every estimate gets a cadence — none slip through on a busy week
3 days
first touch — automatic
the window where a nudge is most likely to tip a "maybe" to a "yes"
0
objections unanswered
ITHRA AI drafts the answer from your knowledge base — you review and send

🔒 You stay in control

ITHRA AI drafts every nudge and every answer — it never sends to a customer on its own. You review on Telegram and hit send. Your relationship, your voice, your call every time.