AH Estimating

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Jobs

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RFQ List

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Estimating

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Job

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Send RFQ

Settings

Trades / Suppliers

Each budget item shows the companies that can quote it. Tick rows to multi-select; remove a company from an item, or delete it entirely.

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Account Access & Modes

Set what each company account can do. Office = full estimating app, works the est shared mailbox. Site = read-only quote viewer (pick a project, see its quotes). Both = the person can switch from the top bar. No Access = cannot use the app. Office mode only works for someone who has been granted est mailbox access in Microsoft 365.

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Budget Template

Edit items, type and UOM; drag the left grip to reorder. Changes save automatically.

Margin %

Contingency %

GST %

C+ Margin %

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0 selected

Automatic Follow-Ups

Oscar or EST can run automation in Office mode. Every email still sends from the shared est@auhs.com.au mailbox.

Off.

This first approved activation includes Follow-Up 1 for the reviewed historical Overdue list. After that one-time catch-up, every Off → On starts from that day and never sweeps older history. It also skips suppliers with a pending reply, inactive suppliers, and any item already quoted, declined, booked or closed.

Follow-Up Timing

Quote Follow-Up 1 is due on the original Reply By date. After every Follow-Up, the chosen waiting window becomes the new Reply By date. Automatic quote Follow-Up stops after two rounds.

Quote Follow-Up

Next Reply Window

Calendar days after each Follow-Up · automatic maximum: 2

Contract Follow-Up

First After

Then Every

Maximum

Workflow Email Templates

Choose the situation on the left. Only that email shape is shown; the saved data and the sending workflow stay unchanged.

Quote Follow-Up

When Used: manual Follow-Up at any time and automatic rounds 1–2.

Subject

Message

{company} {itemName} {jobName} {jobAddress} {replyBy} · Signature added automatically.

Contract Follow-Up

When Used: a sent contract is still awaiting signature. Verbal/email/PO bookings are never chased.

Subject

Message

{company} {itemName} {jobName} {jobAddress} {replyBy} · sent on the original thread.

Supplier Question Reply

When Used: wraps an AI-drafted answer in your fixed opening and closing before the human send gate.

Use My Template For Drafted Replies

Opening

Closing

{firstName} {company} {itemName} {jobName} {jobAddress}

New Supplier Reply

When Used: a company not in Trades emails asking to quote. A person still reviews and edits before sending.

Subject

Message

{company} {contact} · Signature added automatically.

Contract Email

When Used: sent with the contract after booking a trade on the Contract path.

Subject

Message

{company} {itemName} {trade} {amount} {jobCode} {jobName} {jobAddress} {drawingsLink}

Signature & Mailbox

Shared Email Signature

Internal Job Title

Saved for reference; outgoing text comes from Signature Body.

Signature Body

Plain text. Added to RFQs, Follow-Ups, contracts and workflow replies.

Mailbox

Office mode always reads and sends from est@auhs.com.au. Site mode never touches email. Access is controlled in the Access tab and Microsoft 365.

Shared Setting

Templates, timing and the automation switch are global for Estimating, not saved per login.

Tuning Data Export

Export real Gemini classifications since your last export, ready to paste into the AH Est Email Classifier chat for analysis. Any approved Worker change belongs in the separate ah-est-email-classifier repository.

This export is training/audit material only. It does not change Model Connections or Capability Assignments above.

Authorised Users

Two admins are hardcoded: oskar@auhs.com.au and est@auhs.com.au. Both can enter Office mode when Access allows it. Office mode always sends from and reads the shared est@auhs.com.au mailbox; Site mode never accesses email. Microsoft 365 mailbox permission is still required for any non-est account using Office mode.

Admin oskar@auhs.com.au

Admin · Sender est@auhs.com.au

How A Quote Email Becomes A Budget Line

What happens from the moment a trade replies, and which steps the AI does versus the ones you do. Tags: AI the AI does it · Auto the app does it · You you do it.

AI the AI does it · Auto the app does it · You you do it