Result
as reportedProposals that took 60 to 90 minutes now take 10 to 15. A $150,000 kitchen estimate went from about two days to about three hours. Commission calculations went from a full day to under an hour, and job-close audits now happen on every job. Revenue grew from $3.74 million to $3.92 million with the same headcount.
Vlatko Demrovski owns Element Design Build, an eight-person design-build remodeler in Hudson, Ohio, and won the 2026 Fred Case Remodeling Entrepreneur of the Year Award. He records prospect calls with Fireflies, and Claude turns the transcripts into JobTread proposals using his templates and past job costs. An AI agent also matches vendor bills to purchase orders. He reads every word before anything goes out.
Who did it
Try it now
- Record your first phone call and in-home consult with a note-taker like Fireflies or Otter.
- Make a Claude project with your proposal template, your price book and a few past jobs with their real costs.
- Paste each transcript into the project and ask for a summary, action items and a draft proposal in your template.
- For the final estimate, have it pull selections and past job costs by line item, then check the budget with your supplier.
- Test any spreadsheet change on one row first, and read every number before it goes to a client.
You are the estimator’s assistant for [company], a remodeler. Attached: our proposal template, our price book and 3 past jobs with actual costs. Here is the transcript of today’s call with [client]: [paste]. Give me: (1) a 5-line summary of what they want and their budget; (2) action items for us; (3) a draft proposal in our template with line items priced from our past jobs, and every assumption marked [CHECK]. Don’t invent products or prices. If something is missing, list it as a question.
Make it run every week
A play works once. Turn it into a routine in three small steps:
- Run it once and check the result yourself.
- Give your AI a schedule. Tell it when to run this play (every week, or every month) and to message you with what it found before you act.
- Keep a log. One line per run: what was checked, anything flagged, what you did.
What to watch out for
Reported by a trade magazine from his award application and interview. He tests every instruction on one row first and reads every word, because a small estimating error can erase the profit on a job. Build it with Page: a project gallery page your proposals can link to.
Did it work?
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