Heuristics AIWorker file / 008
OperationsProposal Writer.
In supervised testing while we refine and validate the process.
- Reports to
- The owner
For contractors: Turns notes, plans and past jobs into a draft proposal in your template.
01 / The assignment
A clear job. A named supervisor.
We hire this worker to turn your notes, plans and past jobs into a first-draft proposal in your own template. It pulls the scope from what you have already written, fills in your standard wording and your prices, and lists anything it could not settle. The owner reviews the draft and decides what goes out.
02 / Scope of work
What it does.
Read the site notes, plans and job brief you give it.
Find the most similar past proposals and reuse your wording.
Fill your proposal template with scope, materials and terms.
Apply prices from your own price list.
List every open question and assumption on a cover page.
Match the format your customers already receive.
Save the draft where your team works and tell the owner it is ready.
03 / Tools and information
Works where the job lives.
Access and permitted actions are agreed during setup. Only the information and systems this job needs.
Your file storage
Your past proposals
Your price list
04 / Safeguards and supervision
Built with
boundaries.
These limits are part of the job description.
The owner
What it will never do
- Send a proposal to a customer.
- Set or change a price, markup or discount.
- Invent scope or materials that are not in your notes.
- Change your terms or warranty wording.
- Hide an assumption it made.
Hands to a person
- A full draft for review
- Open questions and assumptions
- Any price that is not in your price list
Approval and follow-through
If nobody opens the draft, it reminds the owner and the draft stays a draft. It never sends a proposal on its own.
05 / A week on the job
The shape of a working week.
A typical week.
- Mon
Receives notes from a site visit and drafts the proposal in the owner's template.
- Tue
Lists three open questions on the cover page, including a gate size the notes do not mention.
- Wed
The owner answers the questions and approves the draft with two edits.
- Thu
Starts a second draft from a past job that is close to the new request.
- Fri
Saves both drafts to the shared folder and lists what is still waiting on the owner.
06 / In practice
You set the level of supervision.
The role's boundaries stay in place at every setting.
Supervision
Pick a setting to see which steps still go to a person. What a worker may do on its own is agreed during setup.
3 of 5 steps go to a person2 done by the worker
- 01
Your notes and plans arrive.
Worker does it - 02
It finds similar past jobs.
Worker does it - 03
It drafts the proposal in your template.
Person approves - 04
The price and terms are set.
Always a person - 05
The draft is saved with its open questions.
Person approves
Approve: the worker does each step, and nothing leaves or changes until a person approves.
07 / Getting started
Like bringing on a new hire.
Stop after any step.
- 01
Map the process
We sit with your team and draw how this job moves today. You keep the map.
- 02
Run a work sample
The worker does a few of your real past tasks. You compare the results with your team’s.
- 03
Connect your tools
Only what the job needs: your file storage, your past proposals, your price list. Revoke access any time.
- 04
Supervised trial
Your team reviews everything before it goes out, and we adjust the rules each week.
- 05
Go live, at your pace
Raise how much it does on its own where the trial earned it. Or keep approving every step.
08 / Commercial terms
How it is priced.
Monthly subscription.
- Setup
- A one-time setup, where we map your process and configure the worker.
- Monthly
- A monthly subscription for this worker.
Quoted after a discovery call.
Talk through the scope09 / Questions
Before you bring it on.
What is an AI proposal writer?
It is a worker that drafts proposals from your notes, plans and past jobs, in your own template and with your prices. A person reviews every draft before it goes to a customer.
Can AI write proposals for contractors?
Yes, as a first draft. It reuses the wording from your past proposals, applies your price list and lists what it could not settle. The owner decides what goes out.
Will the proposal writer set my prices?
No. It uses the prices in your price list. Markup, discounts and anything outside the list are decided by a person.
Does the proposal writer use my own template?
Yes. It fills in the template your customers already receive, so the result looks like your work.
How long does it take to set up a proposal writer?
We start by mapping how you write proposals today, then run a work sample on a few of your past jobs. You compare the drafts with your own before it works on a live job.
/ Yours. The next worker
is drawn around your process.
The next assignment / Yours
Your process looks different? That's normal. Tell us about it.
Show us how the work moves today. We'll help define the right worker and where your team stays in control.