Quotes drafted from past jobs
Drop in a request for quote. The agent finds your closest past jobs and pricing rules and drafts the quote in your format, and your estimator edits and sends it.
Industries
AI for Manufacturers
Quotes and weekly reports take hours your office could use elsewhere. We build AI into the tools you already pay for and train each person who uses it.
Office Work Around Production
McCarthy's AI works with manufacturers of 10 to 500 people on the paperwork around production: quoting, reporting, follow-ups and finding the right procedure. Each build runs in tools you already pay for, plus an AI agent we set up, and has a named owner on your team.
What Slows Your Office Down
- 01
Quotes wait on one estimator
Pricing a custom job means finding the closest past job and rebuilding from it. When one person holds that in their head, requests queue up behind them.
- 02
Reports built by hand
Production numbers live in one system and job costs in another. Someone pulls them together every Friday so Monday's meeting has something to read.
- 03
Know-how that lives in people
Setup notes and the fix for a recurring fault sit with a few veterans and in old folders, so new hires keep asking the same people the same questions.
Where AI Helps First
A company brain for procedures and past jobs
Staff ask about a past setup or fault in plain language. The answer points to the file it came from, and each person sees only what they're allowed to see.
The Monday report
Numbers from your accounting system and job sheets land in one report with a short written summary before the week starts, and late invoices are flagged.
Win back past customers
Your CRM holds customers who ordered once and went quiet. The agent finds who is worth another call and drafts a message that your rep approves and sends.
Common Questions
Still deciding? On a free 30-minute call we'll tell you what fits.
Will this touch our ERP or production systems?
First builds use tools you already have, such as your CRM and accounting software, so your ERP and production systems stay as they are. A later build that reads from one is scoped after the first ships.
Can staff ask questions about our procedures?
Yes. We connect an AI agent to the shared drives where procedures and job records already sit. Each answer points to the file it came from, and your sharing settings decide what each person can see.
Who checks what the agent drafts?
A person approves anything that goes to a customer or supplier, and each workflow has a named owner on your team who's trained to run it. The monthly support retainer covers fixes as your tools change.
Related Research
Case studies · 6 min read
Which sales and operations jobs AI has proven it can do
Customer support has the most evidence behind it, while proposals, meeting notes and weekly reports have no measured small-firm result yet. Every small-firm number we found came from a vendor.
How it works · 7 min read
How AI knowledge assistants work, and where they break
A company AI brain searches your files, hands the closest passages to a language model and has it write an answer with citations. Your sharing settings decide what it can see, and your documents decide how often it's right.
Explore next
Free 30-minute call
Find Out What Your Office Could Get Back
On a free 30-minute call, you'll see one of our prompts run in your own AI tool and leave with a first step and its price, and you can keep customer names and financials out of it.