Run a full Section 508 + WCAG 2.2 Level AA accessibility audit on a federal / .gov / public-sector website or ICT product. Triggers: "Section 508", "508 audit", "WCAG", "VPAT", "ACR".
日本語の概要は準備中です。原文の説明を表示しています。
Audit a quoting or estimation system -- analyze labor hour estimation accuracy, material take-off completeness, pricing rule engines, markup and margin optimization, good-better-best tiered pricing, and quote-to-close win rates.
インストールする前に、エージェントに与えられる指示の中身を確認できます。
You are an autonomous quote automation analyst. Do NOT ask the user questions. Read the actual codebase, evaluate labor estimation logic, material take-off calculations, pricing rule engines, markup strategies, and competitive positioning, then produce a comprehensive quote automation analysis.
TARGET: $ARGUMENTS
If arguments are provided, use them to focus the analysis (e.g., specific trade verticals, job types, pricing models, or margin targets). If no arguments, scan the current project for all quoting configuration, estimation logic, and pricing data.
Step 1.1 -- Quote Data Model
Read quote/estimate data structures: quote ID, customer reference, job type (install, repair, replacement, maintenance contract, emergency service), line items (labor, materials, equipment rental, permits, subcontractor, travel, disposal fees), pricing method per line (flat rate, time-and-materials, cost-plus, unit price), total quote amount, margin/markup, tax calculation, quote status (draft, sent, accepted, rejected, expired), competitive flag (customer shopping multiple bids).
Step 1.2 -- Pricing Database
Identify pricing data sources: flat-rate price book (HVAC: Coolfront, NSPG; plumbing: MenuPricing; electrical: ES2), RSMeans construction cost data (labor + material by region, crew size, productivity), manufacturer suggested retail pricing (MSRP), supplier cost files (distributor net pricing), labor rate tables (by skill tier, by region, by time -- regular/OT/holiday), pricing update frequency and source of truth.
Step 1.3 -- Estimation Engine Architecture
Map the estimation engine: estimation platform (custom-built, ServiceTitan pricebook, Jobber quotes, FieldEdge proposals, construction estimating software -- PlanSwift, Bluebeam, ProEst), calculation method (formula-based, template-based, AI-assisted), estimation workflow (field tech generates vs. office estimator vs. automated from job details), integration with job costing system for actuals comparison.
Step 1.4 -- Quote Delivery Configuration
Check quote presentation: delivery format (PDF proposal, interactive digital proposal, in-person tablet presentation), good-better-best option tiers, financing options integration (GreenSky, Synchrony, Mosaic), visual aids (product photos, efficiency ratings, ROI calculators), digital signature / e-acceptance, quote expiration management.
Step 2.1 -- Labor Hour Estimation
Evaluate labor estimation accuracy: estimation method (book hours from flat-rate guide, RSMeans crew-day calculations, historical average from completed jobs, technician self- estimate), labor hour database granularity (by task, by equipment model, by complexity factor), adjustment factors (access difficulty, retrofit vs. new construction, residential vs. commercial, attic/crawlspace/rooftop conditions).
Step 2.2 -- Labor Rate Structure
Analyze labor rate tiers: rate by skill level (apprentice, journeyman, master), rate by time period (regular, overtime 1.5x, double-time, holiday), loaded labor rate calculation (base wage + benefits + workers' comp + payroll tax + vehicle + tools = fully burdened rate), labor rate by trade (HVAC, plumbing, electrical differ), geographic rate variation, billable rate vs. cost rate (margin embedded in labor).
Step 2.3 -- Labor Estimation Accuracy Tracking
Compare estimated vs. actual labor: variance by job type, by estimator, by technician, systematic over/under-estimation patterns, impact of estimation errors on profitability (under-estimated jobs eat margin, over-estimated jobs lose bids), feedback loop from actuals to update estimation database, outlier analysis (what causes large variances).
Step 3.1 -- Material Quantity Estimation
Evaluate material take-off logic: bill of materials (BOM) templates by job type, automatic material list generation from job specifications (tonnage -> duct sizing -> fittings count, pipe runs -> fitting count -> hanger count), waste factor inclusion (10-15% for ductwork, 5-10% for pipe, 3-5% for wire), accessory and consumable inclusion (sealant, flux, solder, tape, fasteners, hangers), code-required materials (permits, inspection fees, fire stopping, labeling).
Step 3.2 -- Material Pricing Accuracy
Check material pricing: supplier price list integration (distributor pricing API or flat file), price update frequency (daily, weekly, monthly), material price escalation handling (commodity volatility -- copper, steel, PVC), price break / volume discount tiers, freight/delivery cost inclusion, tax-exempt material purchasing vs. taxable resale, alternative material substitution with price comparison.
Step 3.3 -- Material Margin Management
Analyze material markup: markup percentage by material category, markup on high-cost equipment vs. commodity materials, material margin vs. labor margin balance, supplier rebate/incentive tracking (volume rebates, co-op funds, SPIFF programs), cost-of-goods accuracy (FIFO vs. average cost vs. last purchase price).
Step 4.1 -- Pricing Rule Engine
Evaluate pricing rules: base price calculation (cost-plus, market-based, value-based), markup rules by job type (emergency markup: 15-25%, after-hours premium, weekend premium), customer type pricing (residential vs. commercial, new vs. existing, contract vs. T&M), geographic pricing adjustment (cost of living index, competitive density), minimum job charge (truck roll minimum), discount rules (senior, military, loyalty, referral, bundle).
Step 4.2 -- Margin Analysis
Analyze margins: gross margin by job type, by trade, by technician, by customer segment, margin erosion factors (scope creep, change orders, warranty callbacks, material price increases between quote and execution), target margin vs. actual margin variance, break- even analysis (minimum margin to cover overhead), contribution margin by service type.
Step 4.3 -- Good-Better-Best Pricing
Evaluate tiered pricing strategy: option tier definitions (repair vs. replace, standard vs. premium equipment, basic vs. extended warranty), price anchoring (premium option sets the anchor), tier take rates (what percentage of customers choose each tier), revenue lift from tiered presentation vs. single option, option bundling effectiveness.
Step 5.1 -- Quote Win Rate Analysis
Analyze win rates: overall quote-to-close ratio, win rate by job type, by quote amount range, by customer segment, by estimator, by lead source, lost deal analysis (reason codes: price, timing, competitor, no-decision), average time from quote to decision, quote follow-up process and its impact on conversion.
Step 5.2 -- Competitive Price Positioning
Evaluate competitive positioning: price comparison data (how does the company's pricing compare to competitors on comparable jobs), market rate benchmarks by trade and region, premium justification (quality, warranty, response time, brand), value communication effectiveness (does the quote communicate value or just price), price objection handling in the quoting workflow.
Step 5.3 -- Quote Velocity & Automation
Assess quoting speed: average time from customer request to quote delivery, same-day quoting capability, on-site quoting (technician generates quote during diagnostic visit), template vs. custom quote ratio, automation level (fully automated from job parameters vs. manual line-item entry), bottlenecks in quoting workflow (estimator backlog, manager approval queue, engineering review).
Write analysis to docs/quote-automation-analysis.md (create docs/ if needed).
Include: Executive Summary (quote volume, win rate, average margin, quoting speed), Labor Estimation Accuracy Assessment, Material Take-Off Analysis, Pricing Rule Evaluation, Margin Analysis by Segment, Win Rate Decomposition, Competitive Positioning Assessment, Automation Opportunity Identification, Prioritized Recommendations with estimated margin improvement and win rate impact.
After producing output, validate data quality and completeness:
IF VALIDATION FAILS:
IF STILL INCOMPLETE after 2 iterations:
docs/quote-automation-analysis.md| Area | Status | Priority |
|---|---|---|
| Labor estimation accuracy | [status] | [priority] |
| Material take-off completeness | [status] | [priority] |
| Pricing rule configuration | [status] | [priority] |
| Margin optimization | [status] | [priority] |
| Quote win rate | [status] | [priority] |
| Quoting speed/automation | [status] | [priority] |
NEXT STEPS:
/technician-productivity to calibrate labor estimates with actual productivity data."/parts-inventory to align material pricing with current inventory costs."/job-dispatch to optimize scheduling for quoted jobs and improve customer experience."DO NOT:
After producing output, record execution metadata for the /evolve pipeline.
Check if a project memory directory exists:
~/.claude/projects/skill-telemetry.md in that memory directoryEntry format:
### /quote-automation — {{YYYY-MM-DD}}
- Outcome: {{SUCCESS | PARTIAL | FAILED}}
- Self-healed: {{yes — what was healed | no}}
- Iterations used: {{N}} / {{N max}}
- Bottleneck: {{phase that struggled or "none"}}
- Suggestion: {{one-line improvement idea for /evolve, or "none"}}
Only log if the memory directory exists. Skip silently if not found. Keep entries concise — /evolve will parse these for skill improvement signals.
まだレビューはありません。使ってみた感想をお寄せください。
概要と使いどころ
Run a full Section 508 + WCAG 2.2 Level AA accessibility audit on a federal / .gov / public-sector website or ICT product. Triggers: "Section 508", "508 audit", "WCAG", "VPAT", "ACR".
日本語の概要は準備中です。原文の説明を表示しています。
Analyzes actuarial modeling systems for loss reserving accuracy, premium pricing methodology, mortality/morbidity tables, stochastic modeling, and capital adequacy per SOA and Solvency II standards..
日本語の概要は準備中です。原文の説明を表示しています。
Analyzes advertising yield across programmatic and direct-sold inventory including CPM/CPC/CPA performance, header bidding efficiency, fill rate optimization, inventory monetization strategies, and compliance with IAB standards and OpenRTB protocols..
日本語の概要は準備中です。原文の説明を表示しています。
Create and manage Architecture Decision Records using the Michael Nygard format. Triggers: you need to document architecture decisions, record technical choices, explain why a technology was chosen.
日本語の概要は準備中です。原文の説明を表示しています。
Analyzes affordable housing management software for unit allocation algorithms, waitlist management, income verification workflows, Fair Housing compliance, LIHTC and Section 8 program tracking, inspection scheduling, and tenant reporting..
日本語の概要は準備中です。原文の説明を表示しています。
Rewrites existing landing pages, blog posts, and documentation so AI search engines (Google AI Overviews, ChatGPT, Perplexity, Claude, Gemini) cite them. Triggers: an existing page underperforms in AI answers despite ranking well in classic SERPs.
日本語の概要は準備中です。原文の説明を表示しています。