Your AI Drafts the Quote. Your Team Sends It.
Connect the AI you already use to FSM Navigator®. Ask it for a quote, a membership offer, a renewal offer or a follow-up. It drafts from your customer records, your pricebook and your agreement plans, in the writing style your Owner sets. Someone on your team reads it and sends it. The AI never does.
Part of the FSM Navigator AI Connector on Enterprise. Works with Claude, ChatGPT, Gemini and Grok. You can also connect a voice agent as an AI receptionist that turns after-hours calls into requests.
A card is required at signup · Nothing is charged until the trial ends · No AI usage fees from us
Quotes, Renewals and Follow-Ups Are Writing Work
A tech finishes a diagnostic at 4:30 and the customer wants a replacement price. The quote goes out Thursday, if someone gets to it after invoicing. Nobody follows up, because the phone keeps ringing.
Renewals slip the same way. An agreement ends in six weeks, and nobody notices until the customer calls someone else for the spring tune-up. Customers who'd be a good fit for a membership never hear about one, because offering it means writing something.
Plenty of owners already paste notes into an AI assistant to clean up a quote. The trouble is that the assistant doesn't know your prices, your customer's history or your plan terms, so someone still checks every line, or doesn't.
How AI Quoting Works When Your Team Stays in Charge
- Connect your AI. Owners, Managers and Dispatchers each connect their own AI app with their own FSM Navigator sign-in. No AI app connects until that person approves it. It's on unless your company's Owner turns it off in Company Settings → AI Connections, where the Owner chooses which kinds of data the AI can read. Money data such as invoices and payments stays off until the Owner turns it on.
- Ask for a draft. Type the request the way you'd say it to your office manager: "Draft a replacement quote for the Hendersons."
- FSM Navigator checks the wording. Promises such as a guarantee, pressure lines such as "act now", and any dollar amount or date that doesn't match your records are flagged, and the AI rewrites them.
- You review and send. The draft waits in FSM Navigator. Change what you want. It goes out when someone on your team sends it, and not before.
- Your customer accepts online. The customer opens the quote or offer from the email, reads it and accepts it online.
Four Kinds of Drafts
The customers and drafts below are made-up examples. Bracketed parts are filled in from your records.
Quotes That Go Out the Same Day
The AI drafts the quote and its cover message from the customer's record and your pricebook. Lines it picks from your pricebook carry your pricebook price. See how quotes work in FSM Navigator.
You type
"Draft a replacement quote for Dana Henderson on Maple Street. Marcus found a cracked heat exchanger on her 2009 furnace today. Use the two-stage furnace, install labor and the permit from the pricebook. Add a short cover note."
Draft, waiting for review
Hi Dana, thanks for having Marcus out today. As he showed you, the heat exchanger on your 2009 furnace is cracked, so we've put together a replacement quote with the furnace, installation and the permit. You can review it and accept it online at the link below.
[Quote lines and prices: from your pricebook]
Renewal Offers Before Agreements Lapse
The AI reads your renewal pipeline: the agreements inside their renewal notice period, soonest end date first. It drafts a renewal offer for each one you pick. The customer, service location and renewal price come from the agreement, and FSM Navigator adds the current term, the renewal price and what happens when the term ends. For HVAC shops with a lot of agreements, see HVAC maintenance agreements.
You type
"Which service agreements are coming up for renewal? Draft a renewal offer for Tom Alvarez's Comfort Plan. Friendly tone."
Draft, waiting for review
Hi Tom, your Comfort Plan with us is coming up for renewal. This year we did your spring and fall tune-ups. If you'd like to keep your plan for another year, you can review the renewal and accept it online at the link below. Thanks for trusting us with your system.
[Current term, renewal price and renewal terms: added by FSM Navigator from the agreement]
Membership Offers
The AI drafts an offer for one of your membership plans, built from what you've already done for that customer. FSM Navigator prices it from the plan, one option for each billing cadence the plan offers, and adds the plan's coverage, term, renewal and cancellation terms. Memberships can renew automatically with the customer's consent; you decide whether each plan offers it.
You type
"Draft a Home Care Plan offer for Priya Shah. We've been out twice this year, for her water heater and her kitchen drain. Keep it low-pressure."
Draft, waiting for review
Hi Priya, we've been out twice this year, for your water heater and your kitchen drain. Our Home Care Plan covers your yearly check-ups. If that sounds useful, you can read the plan and sign up online at the link below. Thanks for calling us.
[Plan price, coverage and terms: added by FSM Navigator from the plan]
Thinking about starting a plan? Here's how to start a maintenance membership program.
Follow-Ups on Quotes Nobody Answered
The AI lists the quotes still waiting on a customer and drafts a short, polite follow-up for each. If it drafts a second one, it replaces its own earlier draft, never a follow-up a person wrote.
You type
"Which quotes went out more than a week ago and haven't been answered? Draft a short follow-up for each."
Draft, waiting for review
Hi Ray, checking in on the panel upgrade quote we sent last week. If you have questions about the options or the timing, reply here or call the office and we'll talk it through. Your quote is still at the link below whenever you're ready.
It Sounds Like Your Shop
Your Owner sets a writing style in Company Settings → Sales Writing: your trade, a tone from casual to formal, warmth, reading level, length for each kind of draft, a sign-off and words to avoid. The AI reads those rules before it writes, and every draft is checked against them.
A pest control company that signs off "See you next quarter" can keep sounding that way. An electrical contractor that writes short and to the point gets short and to the point. You still read every draft before it goes. If a line doesn't sound like you, change it.
You Stay in Control
Drafts Only
The AI can create and revise drafts. It can't send, approve, charge or sign anything.
A Person Sends Every Message
Someone on your team reviews each draft in FSM Navigator and decides whether it goes.
Your Prices, Your Terms
Pricebook lines carry your pricebook price. Membership and renewal offers are priced from the plan or agreement, and the AI can't edit those prices. Terms and required notices come from your records and the clauses your Owner writes.
Checked Before You See It
Promises, pressure lines and numbers or dates that don't match your records are flagged for the AI to fix. Your Owner can add words and phrases of your own, but can't remove the built-in ones.
Offer Emails Done Right
Membership and renewal offers say they're an offer from your company and carry your mailing address and an unsubscribe link. Customers who unsubscribed from offers don't get them.
You Decide What It Sees
Your Owner chooses which kinds of data the AI can read and can turn it off. Money data stays off until the Owner turns it on. Each person's AI sees only what their role allows, and every AI action is recorded in your audit trail.
Questions Owners Ask
Does FSM Navigator include the AI?
No. You connect the AI you already use, such as Claude, ChatGPT, Gemini or Grok, to your FSM Navigator account through the AI Connector. You keep using that assistant the way you do today, and FSM Navigator does not charge AI usage fees.
Can the AI send a quote or an email to my customer on its own?
No. The AI can only create and revise drafts. A person on your team reviews each draft and sends it from FSM Navigator. The AI cannot send, approve, charge or sign anything.
Where do the prices come from?
Quote lines picked from your pricebook carry your pricebook price. Membership offers are priced from the plan and renewal offers from the agreement, and the AI cannot change those prices. Plan terms and required notices are added by FSM Navigator from your records and the clauses your Owner writes. You still check every price before you send.
Will the drafts sound like a robot wrote them?
Your Owner sets a writing style in Company Settings, including your trade, tone, reading level, length, sign-off and words to avoid. The AI reads those rules before it writes, and you read every draft before it goes out, so you can change anything that does not sound like you.
What does FSM Navigator check before I see a draft?
It checks the wording the AI wrote. Promises such as a guarantee, pressure lines such as "act now", dollar amounts or dates that do not match your records, and words your Owner listed to avoid are flagged so the AI can rewrite them. The checks catch misses. They do not replace your own review, and they are not legal advice.
What about customers who have unsubscribed?
Membership and renewal offers are marketing email, so each one says it is an offer from your company and carries your mailing address and an unsubscribe link. Customers who unsubscribed from offers do not get them. If your mailing address is missing, the offer cannot be sent until you add it.
Can memberships renew automatically?
Memberships can renew automatically with the customer's consent. You decide whether each plan offers it. The AI never writes renewal or cancellation terms; FSM Navigator states them from your plan.
Who on my team can use it?
Owners, Managers and Dispatchers, each with their own sign-in. Your company's Owner chooses which kinds of data the AI can read and can turn it off, and money data such as invoices and payments stays off until the Owner turns it on. Each person's AI sees only what their role allows, and every AI action is recorded in your audit trail.
Which plan includes it?
The AI Connector is on Enterprise, including the 14-day Enterprise trial. Membership and renewal offers also use service agreements, which Enterprise includes.
Get the Quote Out Today and the Renewal Back Next Month
Connect the AI you already use and ask for your first draft. Your team still sends every one.
14-day free trial · A card is required at signup · Nothing is charged until the trial ends
Claude is a trademark of Anthropic, PBC. ChatGPT is a trademark of OpenAI. Gemini is a trademark of Google LLC. Grok is a trademark of xAI. FSM Navigator is not affiliated with or endorsed by these companies.