Approved by you · sent the same afternoonWhat are automated quotes and estimates?
Quotes are where a lot of local businesses lose jobs. The estimate goes out three days later, after the customer already hired someone faster. Or it goes out at midnight, missing a line, priced from memory.
Automated quotes and estimates take what you already know (your price book, your minimums, your add-ons) and turn an inquiry or a site visit into a professional estimate you review before it is sent. If the customer goes quiet, a polite follow-up goes out, and it stops the moment they reply.
how it works
How do automated quotes and estimates work?
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Capture the job
From a web form, a call, or your notes and measurements from the visit. A person checks the measurements.
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Draft from your price book
Line items, options and totals come straight from your prices and rules. Anything it can't price, it flags for you instead of guessing.
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You approve, it follows up
You review and send. If the customer goes quiet, a polite follow-up goes out on your schedule and stops the moment they reply.
the rules are part of the build
What stays in your control.
- It never invents a price or a line item outside your price book. It flags instead.
- Nothing reaches a customer without your approval.
- A person checks measurements.
- Follow-ups stop the moment the customer replies.
- Your prices stay private to your business.
worth knowing
In a study of 1.25 million sales leads, firms that tried to reach a lead within an hour were nearly seven times as likely to qualify it as firms that waited even one hour longer.
questions owners ask
Questions about automated quotes and estimates
Will it change my prices?
Never. Every estimate is built only from the price book you approve, and you review each one before it goes out.
What if a job doesn't fit my price book?
It flags the job for you instead of guessing. You price the unusual parts; it handles the routine lines, totals, options and formatting.
Do I have to switch estimating software?
No. We build around the tools you already use, whether that is your invoicing software, a spreadsheet or a notebook.
How fast can a customer get a quote?
Minutes after you approve it. For straightforward jobs that can be the same day as the inquiry, and for site visits the draft can be ready before you are back at the shop.
Can customers accept the estimate online?
Yes. Customers can accept online, and you're told the moment they do.
What does it cost?
It depends on the business and the leak. On a short call we'll show you what fixing it is likely worth, and you'll see the price before anything starts. No long contract.
The other five.
Each one plugs a different leak. Start with the one that costs you the most, and add the next when it pays for itself.
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01
Past customer follow-up
Remind people in a useful way that you're here for them.
Consent and opt-outs respected
How it works → -
02
Call text-back
Every missed call gets a text within seconds, so the caller books with you, not the next name on the list.
Real missed calls only
How it works → -
03
Google review responses
Every review answered, in your voice, with your approval.
You approve before it posts
How it works → -
04
Review-focused website
Your best review, turned into a website.
Your best reviews, front and center
How it works → -
06
After-hours front desk new
An AI receptionist that answers, books, and takes messages after hours and on the weekends when you're closed.
Hands off to you when it should
How it works →
