Margin protection
Felix reviews every quote for scope gaps, pricing readiness, and margin risk before it gets sent. He catches missing cost items and execution risks while there is still time to adjust.
Felix, your financial authority
Felix reviews pricing, calculates margins, flags cost risks, and suggests Good/Better/Best pricing tiers. He ensures you protect profitability without underselling or overcommitting.
Good/Better/Best pricing
Felix generates tiered pricing proposals — a baseline scope, an enhanced option, and a premium option — calibrated to the trade vertical and job complexity.
Cost risk analysis
Felix flags material cost volatility, subcontractor pricing gaps, and scope items that commonly lead to change orders or margin erosion.
Financial readiness
Before a quote leaves your desk, Felix confirms that pricing, tax, terms, and exclusions are complete. Incomplete quotes are flagged with specific missing items.
Quote review workflow
Felix integrates directly into the quote approval flow. His analysis appears alongside the quote so you can evaluate financial risk at the point of decision.
Team mode
In Team mode, Felix handles the financial portion of complex requests. Freya scopes the work, Felix prices it, and Frank creates the records.
Decision aid, not decision maker
Felix explains his reasoning so you can evaluate his suggestions. All pricing decisions remain with the human operator. Felix never sends quotes or commits to pricing on your behalf.