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AI agent for land surveyors

Survey Quote Agent

Accurate quotes based on past jobs

PlanningAutomationReal estate and construction
See how it worksGet access
Survey Quote Agent: what goes in, what the agent does and what you get

What it does

Survey prices depend on parcel size, terrain, vegetation, how messy the records are, and what the client really needs the survey for. Underquoting loses money and the wrong scope frustrates clients. This agent reads the quote request, pulls parcel data, aerial imagery and a quick record search, and estimates field and office hours from the firm's past jobs of similar size and type. Heavy woods or steep terrain add field time based on past jobs. It then checks that the scope fits the client's purpose; a lender or title company often requires an ALTA survey, not a simple boundary. If the purpose and scope do not match, or key facts are missing, it lists questions for the surveyor to ask before quoting. The surveyor approves and sends every quote. Edge case: a client asks for a boundary survey for a refinance, so the agent questions whether an ALTA is needed.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Request arrives 2 USES A TOOL Pull parcel data and imagery 3 DOES Estimate hours from past jobs 4 CHECKS THE RESULT Does the scope match the client's purpose? If not: list questions. Back to step 2. 5 USES A TOOL Draft quote 6 YOU APPROVE Surveyor approves and sends 7 RESULT Quote sent
Read the steps as a list
  1. Request arrives
  2. Pull parcel data and imagery
  3. Estimate hours from past jobs
  4. Does the scope match the client's purpose?If not: list questions. Back to step 2.
  5. Draft quote
  6. Surveyor approves and sendsThe agent waits here for your OK.
  7. Quote sent

How it decides

Hours from similar past jobs. Scope must match the client's purpose.

  • Past jobs basis
  • Vegetation adds time
  • Purpose sets scope

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Rates
  • Past job filters
  • Template
  • Questions

What keeps you in control

It always asks you first

  • Surveyor sends

Hard limits

  • Never sends itself
  • Never commits dates

It stops when

  • Done: quote sent
  • Stop: decline

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA request came in October 6 for a boundary survey of a 4-acre wooded lot. The agent pulled parcel data and imagery and estimated 22 field and 10 office hours from similar jobs. The scope check failed: the client mentioned a commercial loan closing, so the lender likely needs an ALTA survey. The agent listed questions for the surveyor. The client confirmed ALTA, the agent re-estimated at 48 hours, and the surveyor approved the quote.

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