Diagnose
We trace what happens after an estimate is sent and find where ownership, timing or responses break down.
Quote-conversion operations for trade businesses
Stop letting good quotes die in silence.
Quote Routine installs and manages the follow-up process behind your estimates, so every open quote has an owner, a next action and a measurable outcome.
You already did the work to win the enquiry. Don't lose it after the quote.
Built around the tools you already useCustomer contact stays with your team
RoofingLandscapingFencingPaintingRenovationExterior services
01 / THE LEAK
You won the enquiry. Prepared the estimate. Sent the quote. Then nobody followed up properly.
That is the post-quote gap: outstanding value scattered across inboxes, spreadsheets and memory. Follow-ups become late. Questions stall. Nobody knows who owns the next move.
Quote Routine gives that stage a visible operating process without asking you to replace the systems that already work.
02 / ONE OPERATING VIEW
See the quoted revenue that still needs a decision.
Illustrative data, shown to make the finished operating system tangible. Your version is fitted to your workflow and lives in your own tools.
Open quoted value$86,400Across 31 open quotes
Open quotes31Awaiting a decision
Overdue8Action required
Due today4Owned and scheduled
Won5This month
QuoteJobValueOwnerNext actionStatus
QR-1048Roof replacement$18,600MarcusCall todayOverdue
QR-1042Garden redesign$12,400ElenaEmail 27 AugDue today
QR-1039Exterior repaint$8,900MarcusReply receivedIn review
QR-1034Boundary fencing$6,250NadiaClose loop 29 AugWaiting
OUTCOMES THIS MONTH
Won5
Lost3
No decision2
Reason recorded100%
03 / HOW IT WORKS
From scattered follow-up to a routine your team can run.
We install the structure, help it settle into daily work and keep improving it with real operating evidence.
Install
We build the control board, follow-up cadence, message library and management routine around your current tools.
Operate
Your team works from a clear daily queue. Every message stays under your control and goes out from your own accounts.
Improve
We review the numbers, tighten weak steps and keep the process useful as your quote volume changes.
04 / WHO IT'S FOR
Built for businesses where every quote is worth chasing properly.
A strong fit usually looks like this:
- Quote volume
- 20–150 a month
- Average job
- Ideally $1,000+
- Team
- 2–15 people
- Sales ownership
- Owner or manager involved
- Current gap
- Follow-up is manual, inconsistent or poorly owned
RoofingLandscapingFencingPaintingRenovationExterior services
05 / WHAT CHANGES
Know what's outstanding.
Know who owns it.
Know what needs chasing.
Know why quotes were lost.
Know what to improve next month.
06 / PRICING
Install the system. Keep it working.
Each plan combines a one-time installation with a clearly bounded month-to-month improvement service. Final fit, location, tax and scope are agreed before payment.
For an owner getting control
Core
$299one-time setup
+$99per month
Initial installation
- Quote-process diagnosis
- Live quote control board
- Core follow-up cadence
- Five fitted message templates
- Owner handover
Every paid month
- Monthly performance review
- Overdue and outcome check
- Up to two small process or wording updates
- Written action summary
Best fit for most teams
Growth
$499one-time setup
+$199per month
Initial installation
- Deeper workflow diagnosis
- Control board and manager view
- Full follow-up and objection library
- Ownership and stop rules
- Owner or manager training
Every paid month
- Monthly performance review
- 30-minute management review
- Up to five process or wording updates
- Priority improvement plan
For a busier quote operation
Managed
$799one-time setup
+$349per month
Initial installation
- Full Growth installation
- Up to five named users
- Roles and approvals map
- Team working session
- Management reporting view
Every paid month
- Weekly aggregate queue check
- Monthly management report
- Up to eight process or wording updates
- One monthly team review
Prices in USD. Monthly service starts after installation and runs one month at a time. No automatic customer messaging.
Private Stripe payment only after written fit, scope, location, tax and capacity checks.
07 / FREE QUOTE LEAKAGE AUDIT
Find out where your quotes are leaking.
Find out where your estimates are getting stuck and what to fix first.
- Your clearest process gap
- The first practical fix
- An honest fit or no-fit answer
Business information only. Do not send customer names, contact details, quote documents or job photos.
08 / FAQ
Straight answers before you start.
01Is Quote Routine a CRM?+
No. It is a specialist operating service for the stage between quote sent and customer decision. It can sit beside your CRM, job-management system, inbox or spreadsheet.
02Does it replace our current software?+
Usually not. We work around tools such as Jobber, ServiceM8, Housecall Pro, your inbox or an existing tracker when they already do their job.
03Do you contact our customers?+
No. Your team approves and sends every message from its own accounts. You keep control of the customer relationship.
04What happens to our customer data?+
The standard service is designed so customer data stays in your systems. We work from your process, approved wording and aggregate performance figures—not customer lists.
05What is the setup fee for?+
It covers the diagnosis and initial installation: your control board, ownership rules, follow-up cadence, message library and handover.
06What does the monthly fee cover?+
It keeps the process useful after launch. The exact review rhythm and number of included changes are listed under each plan and confirmed in your proposal.
07Can I cancel the monthly service?+
Yes. It is month to month. You can stop future monthly periods in writing; work already started for a paid period remains subject to the agreed proposal and terms.
08What happens in the monthly review?+
We look at aggregate measures such as open value, overdue actions, outcome coverage and reasons for lost or stalled quotes, then agree the next practical improvements.
09Who is this best suited to?+
Trade and higher-ticket service businesses sending roughly 20–150 quotes a month, usually with 2–15 staff, meaningful average job values and inconsistent follow-up ownership.