Welcome back, Brightline.
Everything we built for you, in one place. Delivered October 2026.
3 h
Typical time to send a quote (was 2 days)
86
Price list lines loaded
3
Follow-ups per unsigned quote
80%
Past jobs matched first time
Your files
- Quote & Follow-Up Assistant handoff packPDFOpen: Quote & Follow-Up Assistant handoff pack (sample)
- Price list and quote templatesWord, opens in Google DocsOpen: Price list and quote templates (sample)
- Test report: 10 jobsPDFOpen: Test report: 10 jobs (sample)
- Ownership & access sheetPDFOpen: Ownership & access sheet (sample)
- 30-day results reportPDFOpen: 30-day results report (sample)
Status
- Setup questionnaire
Received Sep 24 - Price list loaded & 10 jobs re-quoted
Tested before handoff - Follow-ups switched on
Live Oct 2 - 30-day results report
Sent Nov 3 - Next update
Text us any price or service change
Ask it this
Ten starter questions for your team. The printable card is in your files.
- How do I turn a tech's notes into a quote?
- Where do the prices in a quote come from?
- Why did it recommend the Better option?
- What gets added to every replacement quote?
- When do the follow-ups go out?
- What stops the follow-ups?
- What happens when a customer replies with a question?
- How do I add a part that isn't on the price list?
- How long is a quote valid?
- Who approves a quote before it's sent?
Keep It Running
Keep It Running plan · renews Dec 2Price and policy updates, fixes, and a monthly check. Text or email any change.