The quote that sits for 3 days is the job you don't get.
Turns service notes, photos, and customer context into faster estimate workflows for replacements and repairs.
3+ Competing bids a slow quote gives room for
Book a CallA homeowner comparing replacement quotes rarely waits around. Every extra day between the visit and the estimate is another day a competitor's faster quote can land first and close the job instead of you.
Quotes stall when they sit on a technician's phone until end of day. The Quoting Agent pulls service notes and photos from the field the moment a technician submits them and assembles a draft estimate immediately, so your team is reviewing and sending, not writing from scratch.
It builds out good/better/best options automatically for replacements, pulling from your pricing and equipment catalog, and attaches financing reminders where a job qualifies, so the customer sees payment options before they've had time to shop around.
Nothing goes out unchecked. Every draft routes to an owner or office review step first, with the technician's notes and photos attached for context, so you're approving a finished quote in seconds instead of writing one from a blank page.
It plugs into your CRM and calendar so quotes are tied to the right customer record and job history automatically, and into your dispatch software so an accepted quote turns straight into a scheduled job with no re-entry.
- Estimate intake
- Photo & note parsing
- Quote prep
- Good/better/best options
- Financing reminders
- Owner review
- E-sign delivery
- CRM & calendar sync