Briefi
All use cases
Trades / construction · Quote workflow

Quotes that don't bleed your margin.

Homeowner first quotes are 80% of the work and 30% of the close rate. Briefi enforces site access, scope of works, deposit terms, and the realistic timeline before you walk away — and gets the follow-up out within an hour.

Builder reviewing construction plans on site
Ben — Trades owner
Ben K.Owner, Frame & Co.
What Briefi does for trades / construction

Built around the way your day actually runs.

01

Site access + scope checklist on site

Briefi's During screen runs a guided site checklist while you walk the job: stairs? scaffolding? PowerPoint nearby? Deposit comfortable? Council notification needed? You tap chips, the brief writes itself, and the quote sticks to what you actually saw.

02

Deposit + payment terms surfaced early

The brief asks about deposit and stage-payment comfort in the first 10 minutes. Homeowners who won't put 30% down are flagged so you don't carry their cashflow as well as your own.

03

48-hour go/no-go nudge

Briefi schedules a polite "any decision yet?" email 48 hours after the quote lands. Tradies who follow up at 48 hours close 2× the rate of tradies who don't — and Briefi sends it for you.

Discovery guide preview

Homeowner first quote

Five sections. Each section asks one question Briefi will adapt to your specific counterparty. The brief, follow-up, and CRM push all read from these notes.

  1. 01Context

    "How did you find me, and what's pushed you to do this work now?"

  2. 02Current setup

    "Walk me through what's there today — anything we're reusing or all new?"

  3. 03Qualification

    "Are you the owner? If joint, will I be quoting to both of you?"

  4. 04Pain

    "What's the worst-case if this isn't done by [date]?"

  5. 05Close

    "If the quote lands within $X, when would you want me to start?"

Ben — Trades owner
Ben K.Owner, Frame & Co.
In the field
"I used to lose half my Saturdays writing quotes for jobs that died because I didn't ask the right questions on site. Briefi's homeowner brief made me a better tradie inside a month — I now leave the driveway knowing if it's mine."
Ready when you are

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