Quotes and follow-up
Get the quote ready while the job is still fresh.
Give us the job details and the prices you use. The system prepares a branded draft for your approval and tracks the follow-up after it is sent.
$300–$500 setup + $200–$300/mo
Who this helps
Quoting Engine
For owners who lose time preparing quotes or forget to check in after sending them.
- A draft based on your approved price rules
- Owner approval before a price reaches a customer
- Follow-up rules that stop when a customer replies
How it works
From the first detail to the next step
- Job details arriveYou or the customer provide the facts needed to price it.
- A draft is preparedThe draft uses the prices and rules you approved.
- You approve the quoteYou check scope, total and wording before it goes out.
- Follow-up is trackedApproved reminders stop when the customer replies.
Unknown prices, unusual work and customer changes return to you for a decision.
A practical example
The approval point
A draft can list the job, line items and assumptions. If a required price is missing, it is flagged for you rather than guessed.
What we need to begin
Your price list, service area, quote format, approval contact and follow-up timing.
$300–$500 setup + $200–$300/mo
What the monthly fee covers
A defined operating scope.
The monthly fee covers quote drafting from approved pricing rules and the agreed follow-up workflow. The workload tier, one-time setup and billing start are confirmed in writing before payment.
Monthly services have a 3-month initial term, then continue month to month with 30 days’ written notice to cancel.
Your questions
Before you start
Can it send a price I have not approved?
No. The quoted price comes from your approved rules, and the draft waits for your review.
What if the customer replies?
The scheduled follow-up stops when a reply is detected on the connected path.
Next step
Discuss the work before you commit.
Send your business link and the problem you want to solve. We confirm the fit, scope, timing and all costs in writing. Custom work begins after approval and verified payment.