Invoicing
Collections
Recruiter
Accounts payable
Order intake
Bookkeeping
Scheduling
Caregiver matching
Crew dispatch
Daily summaryBid a new building in minutes
Rosa reads the square footage and cleaning schedule from the request, prices it from your rates, and drafts the bid.
Rosa · AI quotes agentEvery quote out the door, the same day.
Rosa, your AI quoting agent, prices each request from your price book and drafts the proposal for you to send.
- Quotes priced from your own price book and margins
- Proposals drafted in minutes, not evenings
- Follow-ups that never slip through the cracks
Quote request: lobby lightingfacilities@pinecrest.exampleDrafted
Quote
Pinecrest College
Q-2318
Valid 30 days
Install labor32 hrs · $85/hr$2,720.00
LED panel lights × 40From your price book · $64 each$2,560.00
Quote total$5,280.00
Ready for your OK, then sent for signature
LiveRosaQuotesSample data
How Rosa works
Quote request by email, handled.
However the work comes in, Rosa turns it into a finished task in the software you already use.
- 1Prices every line from your price book
- 2Drafts the contract proposal
- 3Reminds your team to follow up
Live view
Everything Rosa does, in one place.
Every item and where it stands, in one list that stays in sync with the software you already use.
Quotes5QuoteAmountStatus
- Pinecrest CollegeQ-2318Lobby lighting · email · Rosa · just nowReady for you
- Harbor FreshQ-2317Cooler service · phone · 20m agoSent
- Lakeview OfficesQ-2316Nightly cleaning, 3 floors · web form · 1h agoSigned
- Oakridge DentalQ-2315HVAC tune-up · email · 3h agoFollow up today
- Maple Street HomesQ-2314Kitchen remodel · email · yesterdaySigned
Sample data
Examples
Ways teams use Rosa
Turn a site visit into a quote
Your tech’s notes and photos become a priced quote before they reach the next job.
Price custom orders the same way every time
Rosa pulls your material and labor costs and applies your margins, so no quote goes out underpriced.
Built for your systems
Runs on the software you already have.
Rosa works on top of your current tools, no rip-and-replace. Here are a few Rosa can work in. We connect to most software with an official connection, plus email and spreadsheets.
QuickBooks
ServiceTitan
Jobber
DocuSign
PandaDoc
Product names and logos belong to their owners.
You stay in control
You send every quote.
- You choose how much Rosa does alone, from drafts only to fully automatic.
- Anything unusual goes to a person on your team.
- We host, monitor, and keep improving Rosa for one monthly fee.
Your data stays yours.
- SOC 2 Type II audited hosting
- US hosting Virginia
- Encrypted in transit and at rest
- No AI training on your data, ever
The agent workforce
Rosa works best with a team.
See Rosa on your own work.
One discovery call. We look at the software you use and the work your team does by hand, then show you what Rosa would take off their plate.