Order online

Quote & Follow-Up Install

Buy online, then answer a short setup questionnaire. It replaces the discovery call.

What's included

  • Quotes drafted from job notes or photos, using your price list and terms
  • Connected to your email, texting and calendar, in your own accounts
  • Follow-ups on unsigned quotes by text and email, on the schedule you choose
  • A person approves every quote before it's sent; follow-ups on sent quotes go out on your schedule
  • Training for your team, a written guide and 30 days of fixes

How it works

  1. Pay securelyCheckout runs on Stripe. We never see your card number.
  2. Fill in the setup questionnaireIt replaces the discovery call. It saves as you go, so you can come back to it, and the link is in your email.
  3. We review and buildA person on our team reads every answer, and asks if anything is unclear.

Your own tool costs

You pay these providers directly, in your own accounts. None of it comes to us.

  • ChatGPT or Gemini business plan (one you may already have)About $20–30 per user a month
  • Texting service for follow-upsAbout $10–30 a month plus a few cents a text
  • Your email and calendarNo extra cost

Approximate vendor prices as of November 2026; check each provider's current price. These are paid to them, never to us.

Our guarantee

If your setup questionnaire shows we can't deliver what this page promises, or we can't start the work, we tell you before any work starts, stop any monthly billing, and refund the full amount you paid.