Add the quote
Amount, scope and follow-up date. Start with the quote format you already use.
For repair and installation businesses
Keep quotes moving.
We set up quote tracking, follow-up and customer approval around the way you work.
Automate follow-up, with optional AI-assisted drafts. You decide what to send and when.
Quotes with a next step
Pending quotes and next steps
Sample data
| Job | Quote | Status | Next step |
|---|---|---|---|
| Door installation | $850 | No response | Follow up today |
| Water heater replacement | $1,200 | Scope question | Reply today |
| Tap repair | $250 | Sent today | Check in 2 days |
Customer view · Door installation
Total: US$850 · Proposed deposit: US$255 (30%). The customer would review the scope and choose to approve, request a change or decline. A payment link would be enabled in a real pilot.
How it works
Keep follow-up moving
See pending quotes, replies and next steps. Review messages before sending them.
Make approval easier
One link to review the job, request changes and approve. Deposits use your payment provider.
Built for your business
Quote follow-up, set up for your business.
One template, up to 20 quotes and an approval flow. Messaging and payments subject to technical review. Target: two weeks after scope approval.
No guaranteed sales. Payment fees, messaging and ongoing costs agreed before payment.
US$300Indicative setup price