uotaFlo AI
Built on the tools.
uotaFlo AI
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9:41 AM
Friday, 16 May 2026
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uotaFloAI
uotaFlo AI
AI Active
What would you like to do today?
New Job / Quote
Speak it, or type it in yourself
FY 2026 Income
$0
Tap for full breakdown
0
Active jobs
on the go
0
Quotes out
awaiting reply
0
Unpaid
to chase
0
km driven
this month
Quick Actions
Safety Pack
Photo hazard analysis + docs
Mileage GPS
Auto trip logging for tax
Material Prices
What things cost, kept current
My Money
What you’ve earned & what’s owed
WeatherFull forecast
Tap to load your local weather
Forecast, wind & rain for your area.
Upcoming ScheduleView all
Nothing scheduled
Tap the mic or the Schedule tab to book a job.
Recent Activity
No activity yet
Your quotes, invoices and trips will show here.
Data protected · PIN lock active · Secure sync & auto-locks
Voice to Quote
Tap the mic and
speak your quote...
speak your quote...
e.g. "Quote for Sarah — roof replacement, 120sqm, zinc, gutters included"
00:00
Your speech will appear here...
Quote Preview
QUOTE▼
#Q-0001
Prepared for
—
Scope of Work (tap to edit)
Tap to add a scope of work description for this quote…
| Description | Qty | Price | Total |
|---|
Subtotal$0.00
GST (15%)$0.00
Total$0.00
• Quote valid for 30 days
• 50% deposit required to secure booking
Safety Pack
Legislation Zone
🇳🇿
New Zealand
Health & Safety at Work Act 2015 · NZS 3604
Change
Hazards
JSA
Site Plan
Induction
Toolbox
Emergency
Sign Off
Site PhotosAnalyse All
Add Photo
Add Photo
Add Photo
Identified Hazards
No photos yet
Add site photos above then tap Analyse All for AI hazard detection.
Required PPE
PPE list generates after analysis
Quotes & Invoices
Outstanding Balance
$0
No outstanding invoices
All
Quotes
Outstanding
Paid
No invoices yet
Tap the button below to create one.
Mileage & GPS
No trip active
Map appears when you start a trip
No trip active
0.0 km
Start a trip to begin tracking
$0.00
Fuel Cost
—
Duration
$0.31
Per km · tap to edit
This MonthExport CSV
No trips logged
Tap Start Trip before driving to a job site.
Monthly Summary
0
km
Total
$0
Fuel
Cost
0
Trips
Logged
✓
IRD
Ready
Schedule
Edit job types
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Upcoming
🎨 Job Types
Edit Job Type
Tap to pick colour
📅 Book a Job
Assigned staff get a notification and see this job (scope, address, date & site notes — no pricing). Manage staff in Settings → Manage Employees.
Jobs on this day
Tap a job to open it
👷 Manage Employees
💡 Link your staff, then assign them jobs from the calendar. They get a notification and a job view with scope, materials & safety — but no pricing.
Paid add-on (per employee) — preview build, billing not yet live.
Your team
📋 Send Toolbox Talk
A toolbox talk is a short safety briefing. It’s sent to your staff’s phones; they tick “read” to confirm.
Warranties
Workmanship WarrantyEdit template
Tap to set up your workmanship warranty template.
Product Warranties & Certificates+ Add file
Upload manufacturer product warranties or product certificates — a PDF or a photo of the certificate (Colorsteel, Marley, etc). They're listed on the warranty and sent with it.
📋 Workmanship Warranty
This is your standard workmanship warranty text. Use [CLIENT], [ADDRESS], [DATE], [QUOTE_NUM] as placeholders — they'll be auto-filled when you send.
years
📨 Send Warranty Pack
What gets sent:
✅ A link to the workmanship warranty certificate (customer views & saves a PDF)
✅ Product warranties / certificates (if uploaded)
✅ A link to the workmanship warranty certificate (customer views & saves a PDF)
✅ Product warranties / certificates (if uploaded)
AI Email Assistant
Connect your inbox
✦ COMING SOON
Soon you'll link your Gmail so QuotaFlo can send replies automatically from your own email address — and show your latest emails right here.
For now, write a reply below — it opens in your own email app, so it still comes from you.
Compose Reply
Paste an email or speak what you want to say — AI writes a professional reply.
Materials Database
Your Price List
Clear AllScan Invoice →
No prices added yet
Speak or type a material and price above, or scan a supplier invoice.
Snap a photo, or upload an email screenshot/PDF — AI reads every price and updates your list automatically.
Income Tracker
CSV
Report
FY 2026
1 Apr 2025 – 31 Mar 2026
$0
Income
Inc GST
$0
Ex GST
Earnings
$0
GST
Collected
0
Quotes
Paid
GST return period
Set aside to pay
—
$0
Tax collected on PAID invoices this period. Subtract any tax on your purchases before filing — confirm with your accountant.
Monthly Breakdown
Top Clients (this FY)
No paid invoices yet
Clients
Weather
Loading your local forecast…
Allow location access, or search a town above.
Set up your profile
Tap Profile & Company below
QuotaFlo AI
Appearance
Colour ThemeLight Blue
AI Voice
Jess — AI Voice
✓ ElevenLabs Neural — Active
Test Jess's Voice
Legislation Zone
Country / Region
🇳🇿 New Zealand
Data & Backup
Back Up My Data
Save an encrypted file of everything. Keep it safe.
Restore From Backup
Load a backup file. Replaces data on this device.
Account
Profile & Company
Tax / GST Rate
15%
Profit Margin
Markup added to your costs on quotes
Manage Employees
Link staff, assign jobs & send notifications
Subscription
Manage or cancel your QuotaFlo AI Pro plan
Clear All Data
Log Out
Delete Account
Permanently erase this device’s data & your account
Ask Jess
Replay tutorial or get help with the app
Show Jess on Home
Show the “Need a hand?” helper card on the dashboard
Legal & Privacy
Security
PIN Lock
✓ Active — tap to change PIN
Auto-Lock Timeout
5 minutes
Lock App Now
🛡️ Security
• 4-digit PIN · Default: 1234 — change it now
• Auto-lock after inactivity (1, 2, 5, 10, 30 min)
• Tab-hide triggers immediate lock
• Max 5 wrong attempts → 5-minute lockout
• XOR-obfuscated local storage
• 4-digit PIN · Default: 1234 — change it now
• Auto-lock after inactivity (1, 2, 5, 10, 30 min)
• Tab-hide triggers immediate lock
• Max 5 wrong attempts → 5-minute lockout
• XOR-obfuscated local storage
Beta
Send Beta Feedback
Report a bug or idea — device info attached
Version
v41 · 2026-06-03
Developer
Developer Tools
Admin password required
🔐 Change PIN
Your PIN protects all customer data, quotes, and invoices. Choose a 4-digit PIN.
🔓 Developer Access
Enter the admin password to continue.
QuotaFlo
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Welcome
…
Need a hand?
×
📝 Scope of Work
Describe what's included in the work. Appears at the top of the quote PDF.
👤 New Client
AI Assistant
Tap the mic and just say what you need — I'll take care of the rest
⌨️ Type your command instead
📋 Quote Format
How should the customer see this quote?
📄 New Quote or Invoice
Quotes can be converted to invoices when accepted
📄 New Document
Line Items
Subtotal$0.00
GST (15%)$0.00
Total$0.00
Hi, I'm Jess! 👋
Your QuotaFlo AI guide — how can I help?
Common Questions
Ask Jess Anything
🛡️ Legal & Privacy
QuotaFlo AI · Up Top Technologies · Last updated May 2026
Privacy Policy
1. Who we are
QuotaFlo AI is operated by Up Top Technologies, Greymouth, West Coast, New Zealand. We are committed to protecting your personal information in accordance with the New Zealand Privacy Act 2020.
2. What data we collect
We collect the following information when you use QuotaFlo AI:
- Account data — your name, email address, and password (securely hashed)
- Business data — company name, phone, address, tax registration number, bank details you enter
- Usage data — quotes, invoices, job schedules, safety documents, mileage trips, and materials you create
- Voice data — audio recordings when you use the voice features (processed in real time, not stored)
- Location data — GPS coordinates when you use the mileage tracker (only while tracking is active)
- Device data — browser type, device type, and app usage analytics
3. How we use your data
Your data is used to:
- Provide and operate the QuotaFlo AI app and its features
- Generate AI-powered quotes, safety plans, and email replies
- Process subscription payments via Stripe
- Send you notifications about your quotes and account
- Improve the app and fix issues
We do not sell your data to third parties or use it for advertising.
4. Third-party services
We use the following trusted third-party services to operate QuotaFlo AI:
- Supabase — secure database and authentication (hosted in AWS)
- Anthropic (Claude AI) — AI text generation for quotes, safety, and email
- ElevenLabs — AI voice synthesis
- Stripe — subscription payment processing
- Render — API server hosting
Each of these services has their own privacy policy. We only share the minimum data necessary for each service to function.
5. Data storage and security
Most of your business data — jobs, quotes, invoices, materials, clients and mileage — is stored only on your device (in your browser's local storage); we do not keep a central copy. Please note this on-device data is obfuscated, not strongly encrypted, so protect your device with the PIN lock and your phone's own screen lock — and use Back Up My Data to create a passphrase-encrypted (AES-256) backup. Only your account sign-in (email and a securely hashed password) and any quote-approval links you send are stored on our server (Supabase), which keeps them encrypted at rest and protected by row-level security so only the intended account can access them. All data sent between the app and our servers is encrypted in transit (HTTPS/TLS). Your PIN is stored only on your device and is never transmitted to our servers.
6. Your rights (NZ Privacy Act 2020)
You have the right to access, correct, or request deletion of your personal information at any time. To exercise these rights, contact us at support.quotaflo@gmail.com. We will respond within 20 working days.
7. Data retention
We retain your data for as long as your account is active plus 12 months. If you cancel your subscription and delete your account, all personal data is deleted within 30 days.
8. Contact
Privacy enquiries: support.quotaflo@gmail.com
Up Top Technologies, Greymouth, West Coast, New Zealand
📷 Add Site Photo
Take a new photo or pick from your gallery
📄 Prices on this document
What should the customer see?
📋 Pick a Quote
Choose a quote to convert
📋 Add Invoice
Choose how to add your supplier invoice
➕ Add Variation
Adding variation to: this quote
Speak or type the variation
🌍 Legislation Zone
Sets emergency contacts, safety legislation, and tax defaults.
👤 Profile & Company
PNG or JPG, ideally square. Auto-resized.
Shown on quotes and invoices so customers can pay deposits.
Appears at the bottom of every quote you send.
🎤 Voice Style
Choose how the AI speaks back to you
💰 Tax / GST Rate
NZ GST = 15% · AU GST = 10% · UK VAT = 20% · US varies by state
➕ Add Material
✏️ Edit Price
What you call this when speaking. Comma-separated. The AI will match these to this material.
📝 Quote Line Item
📸 Snap & Quote
Photograph your handwritten site notes or materials list. AI reads it, matches items to your price list, and drafts quote lines for you to check.
📸 Review draft
✉️ AI Email Reply
Speak or type what you want to say — AI writes a professional reply in your voice.
🎙️ Choose Accent
⚡ Neural TTS Engine
Connect a real TTS engine to get human-sounding regional accents instead of browser voices.
Select Engine
✓ ElevenLabs — Server configured. Real neural voices with NZ/AU/UK/US accents.
OpenAI TTS — Paste your own key above to use.
Browser — Free fallback. Accent quality varies by device.
OpenAI TTS — Paste your own key above to use.
Browser — Free fallback. Accent quality varies by device.