For David Lefebvre · Lotus Design · Gatineau QC
From Derik Lawlis · 2026-04-27
The 30-second version
Same Outlook. Same QuickBooks. Less work per quote.
A small Claude Code agent runs on your shop PC, drafts every RFQ reply and every QuickBooks estimate from your inbox, and stops there. You hit Send. Nothing else changes.
~150 hrs
Owner time back per year (est. 4hr → 1hr per RFQ)
$0 / yr
Ongoing software cost. No new SaaS contracts.
0
Emails or estimates sent without you clicking Send.
How it works · 4 steps
📥1
RFQ arrives
Customer emails STEP + PDF to your inbox
🤖2
Agent drafts
Reply in Outlook + estimate in QuickBooks (drafts only)
👤3
You review
Skim 1-page summary, edit if needed
📤4
You send
Hit Send in Outlook + QBO. Done.
Files land in a normal OneDrive folder per RFQ. You can open, edit, and reject like any other file.
Today
$18,000 / yr
Fulcrum subscription. ~$346 in software per quote at 1 RFQ/wk — independent of jobs won.
With the agent
~$0 / yr
No new SaaS. One-time build cost (friend pricing, TBD) plus ~$20–50/mo Claude API.
Try it for two weeks. Two quotes.
If it doesn't pull weight after two RFQs, you stop. Fulcrum stays running through the pilot. No long contract, no commitment.