Quote and estimate follow-up
The quote went out. Then it went quiet.
Quoting is one of the three biggest time sinks home service owners name, and the follow-up is the first thing to slip in a busy week. Quotes go out late, sit in a sent folder, and nobody finds out why the lost ones were lost.
What we'd build for your quotes.
Quotes from your price list
Drop in photos, measurements and notes from your phone. AI drafts the line items from your prices and labour rates, and you approve before anything goes out.
Checked against past jobs
Each draft is compared with past jobs like it, and anything that looks low or high is flagged for you.
Follow-up that runs itself
If the customer goes quiet, texts and emails go out on the schedule you set, and stop when they reply.
Every open quote in one list
What's out, for how much, how long it's been and whether they've viewed it, so no quote sits forgotten.
Win and loss reasons
When a quote closes either way, the reason is logged: price, timing, or they went with someone else. Over time you see which jobs you win and why.
What we'd be measured on.
Write down how each of these goes for you today. That's the bar your build has to beat.
| Compared on | On a busy week | With us |
|---|---|---|
| Quote after the visit | When you get to the paperwork | Drafted the same day for your approval |
| Follow-up | If you remember | On every quote, on your schedule |
| Open quotes | Somewhere in your sent folder | One list with age and value |
| Lost quotes | Nobody asked why | A reason logged for each |
It has to beat what you do today.
On the call we write down your numbers for each row. They become the bar in your roadmap guarantee.
Your options.
| Compared on | Apps you set up | Hiring someone | Syncafy |
|---|---|---|---|
| Drafting a quote | A template you fill in | Someone who knows your prices | Drafted from your price list and past jobs |
| Follow-up | Reminders you set up | When there is time | On every quote, stopping when they reply |
| Open quotes | In the app | In a spreadsheet | One list in a system you own |
| Win and loss reasons | If the app has a field for it | If someone asks | Logged on every quote |
How it goes, and what it costs.
Call
We map one workflow and do the math live. You keep the map, even if you stop there.
Free30 minutes
Roadmap
The 1 or 2 workflows worth automating, the return you can expect, a fixed quote, and a check for funding you might qualify for.
$750credited to your build
Build
Your first workflow live in 2 to 4 weeks. It comes with a guarantee we write into your roadmap, once we know your business.
$4K to $8Kfixed quote
Run
Hosting, monitoring, fixes and model upgrades, plus a monthly report of the hours it saved.
$750 to $1.5Kper month
Questions.
How do I follow up on a quote?
Send it fast. Then check in a couple of days later to ask if they have questions, again about a week later, and once more before you close it out. Keep each message short, mention the job by name and ask one question. Our guide on following up on a quote has text and email templates.
How long should I wait to follow up on an estimate?
Two or three days is a common first follow-up. Go sooner for urgent jobs and leave more room on big projects, where people are collecting several quotes. The exact day matters less than following up on every one.
Do I need quoting software?
If your quotes go out fast and every one gets followed up, maybe not. Quoting apps give you a cleaner template. The slow parts are usually working out the numbers and remembering to follow up, and those are where we'd start.
Will it send prices without me?
No. AI drafts the quote, and nothing goes out until you approve it. Follow-ups only go out on quotes you've already sent.
Do we have to switch from QuickBooks or Jobber?
No. We start from what you already use, like Outlook, QuickBooks, Sage, Procore or your Excel sheets, and build around it.
Do you work with businesses in the US?
Yes. We work with businesses across Canada and the US: on-site in Vancouver and Winnipeg, by video everywhere else.
We take on 7 businesses at a time.
Walk us through your week on a free 30-minute call. You'll leave knowing what can be automated, even if you never hire us.