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Job 01 · Quote desk

// Crane and rigging companies · Quote requests

Crane rental quote requests, read into a draft job sheet for your estimator.

A customer calls or emails with a load, a place and a date. Someone on your desk turns that into a job sheet and quote lines, then chases what the customer left out. In a free AI proof of concept on copies of 20 to 30 requests you already quoted, AI drafts the job sheet, keeps the load as the customer stated it, and lists every item a person must confirm before anyone picks a crane. Your reviewer, the estimator or sales lead who knows this work best, compares each draft with what your desk sent.

Book a proof-of-concept call30 minutes with Rob
Past requests
20 to 30
Cranes picked by the AI
None
Lifts planned
None

// The one job

From a short request to a job sheet with its blanks showing

Requests reach you as a dispatcher's call notes, a forwarded email with a drawing, a plant's purchase requisition or a contractor's line on a schedule. They name a load and a place, and rarely much else. Your desk works out what is being lifted, how far it sits from where a crane can stand, whether the ground will hold, who needs to be on the crew, what it takes to get the machine there, and how the day will bill.

In the test, AI reads copies of those requests and drafts each job sheet and its quote lines: load description and weight as stated, radius and site conditions, crane class requested, operator and rigger needs, permits and travel, then a list of what a person must confirm. Where the customer said nothing, the field stays blank. Your reviewer sets each draft beside the job sheet and quote your desk produced.

RequestCall notes or email
Load as described
Weight as stated
Site address
Date needed
Customer saidSourceUnclear
Invented request, no customer's data
Read into
your job sheet
Job sheetDraft for your estimator
Crane class requested
Radius and site
Operator and rigger
Permits and travel
Quote lineBasisTo confirm
Invented sheet, for illustration

// What makes it hard

Why a crane request is not a quote yet

The weight on the request is a claim until someone checks it. Under 29 CFR 1926.1417(o)(3), the operator verifies that a load is within rated capacity from a source the industry recognizes, such as the load's manufacturer, or a recognized calculation, or with a load weighing device or capacity indicator under the conditions the rule sets. If the operator asks, the weight information has to be provided before the lift. OSHA's compliance directive, CPL 02-01-063, has its inspectors ask how the weight was determined, naming a bill of lading, a marked weight, a load moment indicator or a crane scale. So the draft records the weight exactly as given, says where it came from, and never decides the number is right.

Site conditions often belong to someone else. Section 1926.1402 has the controlling entity on a construction project see that ground preparations are provided and tell the crane's user and operator about hazards beneath the setup area, such as voids, tanks and utilities, shown in documents it holds, like site drawings, as-builts or soil analyses. In an October 1, 2012 letter, OSHA said the general contractor normally fills that role, and when the ground falls short the operator's employer has to have a discussion with the controlling entity. A request that says only "firm ground" leaves all of that open. The draft notes what the customer supplied, lists what wasn't, and names who the customer says controls the site.

Crew needs depend on the load, and some words should stop the quote. Materials must be rigged by a qualified rigger whenever workers hook, unhook or guide a load inside the fall zone, under 1926.1425(c), and OSHA's directive warns that rigging structural work doesn't automatically qualify someone for unstable, unusually heavy or eccentric loads. A signal person's qualification must be on site and list each type of signal, while OSHA's 2016 FAQ says a rigger need not carry documentation. If more than one crane will support a load, 1926.1432 requires a plan developed by a qualified person first, and hoisting employees is generally prohibited under 1926.1431 unless other access would be more hazardous or isn't possible. The draft assesses none of this; it puts the customer's own phrase, such as "tandem pick" or "man basket", at the top of the confirm list.

Getting the machine there is part of the price. Texas now calls its annual permit for these machines unladen lift equipment: 10 feet wide, 120,000 pounds gross, axle group limits, expiring one year from the movement date on it and not amendable once issued, and the state checks your USDOT number against federal records for out-of-service orders first. Iowa has an annual permit for self-propelled cranes of 80,000 pounds gross and 24,000 pounds per axle, and its single or round trip permit needs sign-off from DOT bridge and pavement engineers. Nevada wants a detailed schematic with height, length, width and weight as transported. The draft lists the states and route the request mentions and marks a permit line, and your team files, routes and arranges escorts.

Quote lines have their own rules. The City of Tracy, California, in its April 2026 notice for on-call operated cranes, asks for hourly and daily rates by equipment type, applies the daily rate when a crane is dispatched for eight consecutive hours, and says eight hours at the hourly rate may never exceed it. Bidders state any minimum rental hours, a travel fee must be a flat fee per mobilization, and non-standard hours are priced apart from standard ones. The city pays only for time documented at check in and check out, and a broken-down crane is replaced within four hours with no billing while it is down. Your reviewer will look for the rate basis on each line, the minimum, the mobilization charge and any customer term the quote had to follow.

// What you send

Requests your desk already quoted

Copies only
No dispatch or rental login
01

20 to 30 past requests

Call notes, emails, requisitions and forwarded drawings as they first arrived, from crane rental and machinery rigging work. Include one that changed after a site visit and one you declined to quote.

02

The job sheets and quotes that followed

What your estimator wrote up and what went to the customer, revised quotes included, so every draft has an answer to check against.

03

Your rate sheet and terms

Hourly, daily and minimum charges, travel and mobilization rules, and the conditions your quotes carry. Customer names can be masked.

04

Permit and route notes

The permit or route notes kept for those jobs, where you have them. Anything missing simply stays a blank in the draft.

05

NDA, then copies

Signed ahead of the first request. Nothing connects to your dispatch or rental system. Requests that can't leave the building get look-alikes built with your reviewer.

// Before it starts

Agreed before the first request is copied

The owner and your reviewer settle these in writing.

Quote request test termsOwner decides
Your reviewer
Named by the owner, usually a lead estimator or sales manager
Success criteria
In writing: which fields must match, and which items must reach the confirm list
Request mix
Operated rentals, plant moves and emergency calls your reviewer picks
Who picks the crane
Your people, every time
Price
A range for the live job, given up front

// How it's judged

The job sheet your desk wrote, beside the draft

Request by request
Field by field
Across the same 20 to 30 requestsWhat your desk wroteThe AI draft
Load description and weight, as the customer stated themFilled in from your past requestsFilled in from your past requests
Source of the weight namedFilled in from your past requestsFilled in from your past requests
Radius, site conditions and setup hazards mentionedFilled in from your past requestsFilled in from your past requests
Crane class the customer requestedFilled in from your past requestsFilled in from your past requests
Operator, rigger and signal person needsFilled in from your past requestsFilled in from your past requests
Permits, travel and mobilization linesFilled in from your past requestsFilled in from your past requests
Hourly, daily and minimum charges on your ratesFilled in from your past requestsFilled in from your past requests
Items listed for a person to confirmFilled in from your past requestsFilled in from your past requests
Blank for now. Nothing goes in these cells until requests from your own files have been run.Your reviewer marks each row and makes the call.

// After a yes

About 30 days on new requests

If your reviewer says yes, new requests get the same first pass for about 30 days, as they come in by phone or email.

Your estimator checks each draft, picks the machine and sends the quote, and a person approves each item before it goes anywhere. Side-by-side scoring continues through the month, and the next job, if you want one, has its own price.

// Possible next jobs

What could follow quote drafting

Ranked, not promised
One at a time
  1. 01

    Inspection record files

    Each machine's inspection and service history gathered into one file for your safety or maintenance lead.

    Next
  2. 02

    Job tickets into invoices

    Signed operator tickets read against the quote for hours, minimums and extras, drafted for your billing desk.

    Then
  3. 03

    Customer prequalification packets

    Contractor prequalification forms filled from your program documents, with anything out of date listed for your office.

    After that

// One hard limit

It never picks a crane or plans a lift.

The draft writes down what the customer said and what is missing. It never picks a crane, plans a lift, reads a load chart for use or decides that a machine is safe to operate, and a qualified person on your team plans every lift. The proof of concept never touches your dispatch, rental or maintenance system or a live quote, and never contacts a customer. Where this page names a rule or permit, that is background for your reviewer, not legal or engineering advice.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob sets the range on the call, after hearing how many requests you quote in a month and how many kinds of work your desk prices.

// Questions

Crane quote questions

Will the AI decide which crane the job needs?
No. It records the class the customer asked for, if any, and everything they said about the load, reach and site. Your estimator or lift planner decides the machine, and a qualified person plans the lift.
What if the customer doesn't know the weight?
The field stays blank and goes on the confirm list, with a note of any drawing, nameplate photo or bill of lading that came with the request. The draft never estimates a weight.
Can it handle emailed drawings and photos?
Yes, as copies of what the customer sent. It can point to the sheet or photo a detail came from. Reading a drawing to work out a lift is a job for your own people.
Does this cover oversize permits?
Not the filing. The draft marks a permit line for your permit coordinator, and filing, routing and escorts stay with your team. Nothing here is legal advice.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Test it on last month's quote requests.

A half-hour call with Rob on your fleet, your role, the work you quote and roughly how many requests reach your desk each month. Keep call notes, emails and rate sheets with you until the NDA is signed.

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