# Ops Desk | Quotes, invoices & documentation, drafted in minutes | Connectricians URL: https://connectricians.com/build/ops-desk Last updated: 2026-11-06 AI Desks · Ops Desk # Quotes, invoices & documentation, drafted in minutes - not next Monday. From estimates and RFP responses to invoices and onboarding packets, Ops Desk drafts the documents your business runs on from the data you already have. A person on your team approves, edits, or rejects every draft before anything goes out. [Book a free call](https://connectricians.com/book)See it work Where the time goes ## You know how your business runs. Let's decide what runs itself. HRAccountingSalesOperationsAdmin HR has onboarding packets. Accounting has invoices to send and payments to chase. Sales has quotes and follow-ups. Operations has orders, schedules and forms. Admin has agreements, notices and policies. None of it is optional. It's the work that keeps everything moving. You already know where the patterns are: which tasks repeat, which ones need judgment, and which ones never get done on time. That knowledge is the blueprint. > Getting leaner isn't about doing less. > > It's letting a system carry what's repeatable while your people keep their finger on the pulse: approving, deciding and building relationships. Spotlight use case Sales + Accounting ### Getting paid: one job, start to finish. The same pattern runs under every Ops Desk workflow. Something happens in your business, Ops Desk drafts the response from your own records, and a person on your team decides what goes out. 1. Step 1EstimateSee it in the demo →What triggers itA bid invite, RFP, or job request lands in the inbox.What Ops Desk draftsA first-draft proposal assembled from your past bids, current price book, and scope templates, with allowances, exclusions, and permit requirements flagged.What you doReview the numbers, adjust scope, approve. 2. Step 2Follow upSee it in the demo →What triggers itA sent quote sits unanswered past the window you set.What Ops Desk draftsA nudge written in your tone that references the original quote and asks for a decision.What you doApprove it, edit it, or hold it. 3. Step 3InvoiceSee it in the demo →What triggers itA job is marked complete.What Ops Desk draftsThe invoice matched to the approved quote, with signed change orders folded in and lien waiver terms attached.What you doCheck the figures and send. 4. Step 4RemindSee it in the demo →What triggers itAn invoice passes its due date.What Ops Desk draftsA reminder sequence that escalates politely, friendly first, firmer later, each step waiting on your go-ahead.What you doApprove each step before it goes out. 5. Step 5RenewSee it in the demo →What triggers itA contract or service agreement nears its rollover date.What Ops Desk draftsA renewal or rate-change letter with current terms, ready before the deadline.What you doApprove before anything is sent. Try it ## See one job, start to finish. Toggle before and after at every step. Interactive demo of Ops Desk drafting a construction bid, follow-up, invoice, reminder, and renewal from fictional business data, with a person approving each before it goes out. Without Ops DeskWith Ops Desk Running on Ridgeline Builders, a fictional construction company. Every name and number is synthetic. R Ridgeline Builders · Ops Desk portal ConnectedBM 1Bid2Follow-up3Invoice4Reminder5Renewal Drafted this morning Bid #B-318 · ready at 9:42 AM · 15 hours of estimating → 15 minutes Nothing goes out without approval Bid proposal Bid #B-318 Prepared for Harlan Creek Development Base bid $86,400 ### Project no. RB-2611 ### Issued Nov 4, 2026 ### Bid due Nov 7, 2026 ### Cost / SF $18.00 Cost breakdown by divisionBase bid $86,400 Bid cost breakdown 02 Selective demolition $6,200 06 Framing and carpentry $9,800 09 Drywall and finishes $21,400 23 HVAC tie-in $8,600 26 Electrical rough-in and trim $16,900 AL Allowances (flooring, lighting) $11,400 Direct cost subtotal $74,300 General conditions $4,600 Overhead and profit $7,500 Base bid $86,400 Margin 9.5% OH&P Within your target Compliance 4 of 4 subs COIs and licenses current Pricing Price book Updated Nov 1 ### Project Tenant build-out, 2200 Metric Blvd Suite 140 (approx. 4,800 SF). ### Scope Selective demo, framing, drywall, electrical rough-in, HVAC tie-in, and finishes per drawings A-201 and A-501. ### Allowances Flooring at $6/SF (1,200 SF, $7,200). Lighting package $4,200. ### Alternates Storefront door add $6,400. Polished concrete deduct $3,800. ### Exclusions Permits, low-voltage and data, abatement, after-hours work. ### Schedule 6 weeks from notice to proceed. ### Terms Net 30, 10% retainage. Bonded and insured, COI attached. Valid 30 days. Site walk notes, Nov 3Your current price bookPast bid: Westgate build-outDrawing set A-201 / A-501 Approve Edit Reject How Ops Desk built this7 checks completed - Pulled measurements and photos from the site walk notes - Priced materials and labor against your current price book - Confirmed permit requirements and flagged them in the exclusions - Verified subcontractor licenses, COIs, and W-9s are on file and current - Checked lien waiver and retainage terms against your standard contract - Mirrored terms and exclusions from your last signed bid - Checked every figure against source before drafting Audit logEvery action, timestamped Every action shows up here with a timestamp. For example: - Drafted · Bid #B-318 assembled from 4 sources - Checked · 14 figures verified against the price book - Flagged · Permit requirement noted in exclusions Scroll to explore Want this running on your own jobs? [Book a free call](https://connectricians.com/book) More ways teams use Ops Desk ### Documentation, done right. Same format, every time. HR #### Onboarding What triggers it A new hire accepts an offer, or a new customer signs. What Ops Desk drafts The welcome email, checklist, and packet, prefilled from the offer letter or contract. What you do Confirm start details and send. Admin #### Documents from templates What triggers it A deal closes, scope changes, or a policy needs updating. What Ops Desk drafts The agreement, change order, or notice in your approved template, with names, dates, and amounts filled in. What you do Review and send for signature. Operations #### Intake and data entry What triggers it A form, email, or PDF arrives. What Ops Desk drafts The record, entered into your system, with anything unclear set aside. What you do Resolve what's flagged. Approve the rest. How it gets built ## Live in 8 weeks. You know the cost before we build. 1. 1 Scan Free. We find where Ops Desk would save you the most time. 2. 2 Blueprint $2,500, credited toward your Launch. A ranked plan and a working prototype. 3. 3 Launch Live in 8 weeks, fixed price agreed before work starts. 4. 4 Optimize Ongoing support as your data and processes change. Ops Desk FAQ ## Common questions. ### Does anything go out without a person approving it? No. Anything headed to a customer, and any change to a system of record, waits for a person on your team. You decide who approves what. ### We're not a construction company. Does this apply to us? Yes. The demo uses a construction company because bids are among the most complex documents a business produces. The same pattern works for any business that quotes, invoices, onboards people, or processes forms, from HVAC and home services to agencies, professional services, and franchise locations. ### What does Ops Desk need from us? Access to the records it drafts from (things like your price book, past bids, contracts, and accounting system) and a named person to approve drafts. We set up exactly the permissions each workflow needs, nothing more. ### Does our data leave our environment? It doesn't have to. Builds can run inside your environment. Ops Desk only reads the records each workflow needs, anything it writes back to your systems waits for approval, and your data is never used to train AI models. ### What systems does it work with? Typically your email, accounting software, CRM, and shared drives. We confirm the exact connections during the Blueprint. ### What if it gets something wrong? Anything it isn't sure about is flagged for a person instead of guessed. You can edit any draft before approving it, and every action is recorded in an audit log. ### How long does it take, and what does it cost? Most builds are live in 8 weeks. It starts with a $2,500 Blueprint, credited toward your Launch, and the Launch price is fixed before work begins. ## Do the work that needs you the most. Let Ops Desk handle the rest. Bring one workflow to our call: a quote, an invoice run, an onboarding packet. We'll show you what Ops Desk could draft, and where your people should stay in charge. [Book a free call](https://connectricians.com/book)