01
Intake from any channel (form, phone, text, marketplace) gets normalized into one job record with the details the pricing model needs.
Quotes that go out the same hour the request lands
Speed decides a large share of the wins. The company that answers first with a real number usually gets the job, even at a higher price.
01What it is
Automated Quoting, defined plainly.
02
The quote generates against the company's rate structure, with options, alternates, and financing where the trade uses it.
03
Delivery is tracked. Opens, clicks, and silence all drive different follow-up paths.
02How it runs
From build to daily operation.
Step 01
Normalize intake
Every lead source lands in one structure so pricing runs the same way regardless of channel.
Step 02
Price it
The model applies rates, minimums, and adjustments, then flags anything needing human judgment.
Step 03
Send and track
Branded delivery by email and text with view tracking on every line.
Step 04
Chase the silence
Unopened, opened, and stalled quotes each get their own cadence in the owner's voice.
03Good fit for
Industries running this system.
- Roofing
Measurement data and material tiers produce a proposal in hours instead of days.
- Plumbing
Flat-rate books turn repair diagnoses into priced options on the spot.
- Electrical
Panel, service, and fixture work carry separate rate logic and permit notes.
- Construction
Bid packages assemble from templates with scope exclusions preserved.
- Remodeling
Allowance-based quoting keeps early numbers defensible.
- Painting
Prep condition and coat counts adjust the number without a second visit.
- HVAC
Good, better, best equipment options present with financing attached.
- Insurance
Coverage comparisons render side by side with clear exclusions.
04Related
Systems that pair with this one.
- SolutionCustom Estimators
- SolutionProposal Generation
- SolutionSales Pipeline
- SolutionAutomated Follow-Up
Other pieces that ship on a first build
What a build costs
One-time build. $500 to $10k.
Scope drives the number. Systems, trades, and custom pieces are all listed on the pricing page.
05FAQ
Questions owners ask about this.
Do we lose control of pricing?
No. Approval thresholds hold anything unusual for a person while routine work moves on its own.
Can quotes carry options?
Good, better, best structures with alternates and financing are standard where the trade uses them.
How fast is fast?
Simple work quotes within minutes. Complex scopes assemble a draft and route it for review.