Almost every shop loses more money to estimates nobody followed up than to estimates that were priced wrong. The quote was fine. It just went quiet, and so did everyone. This is the part of the software that refuses to let that happen.
No contracts. Ever. Month to month, cancel yourself in the app. No card to start, no demo call, no salesperson.
A single price is a yes-or-no question, and the answer to a yes-or-no question about money is usually no. Three prices is a different conversation — it is which one, not whether.
Good, better and best are set once, priced the way you price them, and appear on the screen the technician is holding in front of the customer. The conversation happens the same way on every truck instead of depending on who showed up.
The estimate is assembled at the kitchen table while the problem is still visible and the homeowner is still standing there.
The collapsed sewer line, the cracked heat exchanger, the panel with tandems doubled up. People approve what they can see.
For the spouse who is at work, the landlord in another state, the customer who needs to think. Approval is timestamped and the job becomes real without another visit.
This is the least glamorous screen in the product and the one most likely to pay for the subscription in the first month.
| What happens on the job | What the software does about it |
|---|---|
| Estimate sent, customer says they will think about it | It lands in Unsold Estimates with its age visible, instead of in a folder nobody opens. |
| 24 hours pass | First automatic follow-up goes out. Nobody had to remember. |
| 48 and 72 hours | Two more, on the schedule you set in Auto Follow-Up Settings. |
| A week | The last one. After that it is a human’s job, and now there is a list of who to call. |
| They approve | It moves to Sold Estimates and onto the schedule, so the office knows it is real. |
| They never approve | It stays on the list with its age, which is the report you use to find out what you are pricing wrong. |
Yes, on the phone, at the kitchen table, while the problem is still visible. The price book carries your good, better and best options at your prices, so the technician is choosing from a list rather than inventing numbers in a driveway.
By text. It goes to their phone, they approve it, and the approval is timestamped and moves the job into Sold Estimates. That covers the spouse at work, the landlord out of state and the customer who needs an evening to think about it.
They sit in Unsold Estimates with their age visible, and automatic follow-ups go out at 24 hours, 48, 72 and a week — the intervals are yours to set. Most shops lose more revenue to quotes nobody chased than to quotes that were priced wrong.
Yes — Sold Estimates is its own list, and job costing tells you what each one actually made after material and labour. That pair is how you find out whether your good, better and best tiers are priced right or just priced.
We migrate your history free on either plan, and we do the moving. If it is not better than what you have, you have lost nothing but a month.
No contract · Cancel in the app · Unlimited technicians
