Quote Automation: Answers to the Questions Owners Actually Ask

The price is $9,997 one-time and $497 per month. No tiers. No hidden add-ons. No per-seat pricing.

The $9,997 covers everything required to make the system operational: your multi-step quote form built and installed on your site, ballpark price ranges configured for your specific services, callback routing set up on your existing phone number, CRM pipeline configured to receive and tag every quote request, and a full QA pass before go-live. You approve the price ranges before anything goes live — you won't be surprised by what the system tells callers.

The $497/month covers ongoing management: monitoring the form's conversion rate, adjusting price ranges when your costs change, updating service types when you add or drop a service, and a monthly report showing how many quote requests came in, how many converted to booked jobs, and what revenue those jobs produced.

No setup fee charged twice. No annual license to renew. The math is simple: one recovered $500 job per month covers the subscription. The rest is margin.

This is the most common objection, and it's worth unpacking fully. The system does not give firm quotes — it gives ballpark ranges with explicit language built into every response: 'subject to on-site assessment by a technician.' That language is not fine print. It appears every time, without exception.

In practice: a homeowner asks what it costs to replace a water heater. The system responds with something like, 'Typically $900–$1,400 depending on the unit and your home's setup — your tech will confirm the exact number when they see it.' The homeowner knows what to expect. There is no commitment, no binding number, no contract.

What if the range is significantly off? It happens — a 1970s home with a non-standard installation will run higher than the ballpark. When your tech arrives, they explain why. The lead stays warm because the homeowner already engaged, already booked a callback, and already invested time in the process. A cold rejection is far more likely with no system at all — when someone submits a contact form at 9 PM and you call back 18 hours later.

The quote system is a lead-capture and expectation-setting tool. Its job is to replace the silence that costs you the job with a range-qualified conversation that keeps the lead engaged until your tech can close it in person. That is a fundamentally different function than binding estimate software, and it should not be evaluated as one.

48 hours from the moment you submit your signed agreement and your service information. Not from the first email. Not from a kickoff call. The clock starts when we have what we need to build.

At hour 48, the following are live and operational: your multi-step quote form is installed on your website, your price ranges are configured and QA'd, your callback alert is routing to your phone, and every quote request is dropping into your CRM pipeline automatically. That is not a beta. That is not a soft launch. The system is taking real leads.

For what the 48-hour setup looks like in detail — including exactly what information we need from you and what each build step covers — read the dedicated setup page.

What starts the clock on your end: your current service list, the geographic areas you cover, your rough price ranges per service (we help you define these if you're uncertain), and your existing calendar or booking system. That is the complete intake. Nothing else is required from you before the build starts.

No. Your interaction with this system is exactly three things: (1) you receive a text or call alert when a quote request comes in, (2) you call the lead back, (3) you see a booked appointment in the calendar you already use. That is the entire interface.

No dashboard to check. No app to download. No settings page to manage. No weekly logins. We operate the system. You run the jobs.

If something changes — you add a service, you update your pricing — you text or email us and we make the change. You don't touch the backend. This is a deliberate design decision. The reason most automation tools fail for owner-operators is that they require the owner to become a part-time software administrator on top of running a crew. You are paying us to operate the system so you can stay on the job site.

Two options, and we make the recommendation based on your current setup.

Option one — replace the existing form. This is the recommended approach for most owners. The multi-step qualifying form captures service type, urgency, location, and timeline before the lead hits your CRM. Your current form captures a name, an email address, and sends you an email notification. These are not equivalent tools.

Option two — run both in parallel. Your existing contact form stays in place, and we add the quote form as a dedicated page or a pop-up on your high-intent service pages. Some owners prefer this during the first 30 days so they can compare conversion rates before committing to a full swap.

We make this call together based on how much traffic your current form gets and what your site structure looks like. You do not have to decide alone, and neither option requires you to rebuild your website.

The guarantee applies to jobs that originate from the quote automation system: a lead submits a quote request, receives a callback, books an appointment, and the job results in a completed invoice within 60 days of go-live.

Every job that closes is tagged in the CRM to its source from the moment the quote request comes in. At day 60, if the system has not generated at least $5,000 in completed, invoiced jobs traced back to quote-form leads, the refund mechanism applies.

Ten jobs at $500 each gets you to $5,000. For most trades — plumbing, HVAC, electrical — a single emergency call hits $500–$2,000. The threshold is not aggressive.

For exact refund terms, eligibility conditions, and the documentation required to trigger a refund, review the full guarantee terms. The guarantee covers the full bundle, not just the quote form, so read the conditions that apply to your specific situation.

Yes — but emergencies are routed differently, and that difference is the point.

Emergency job types — no heat, no cool, burst pipe, power out, water actively flooding — bypass the ballpark range entirely. The system does not attempt to give a price for a crisis. Instead, it fires a direct callback alert marked urgent to your phone, captures the caller's name, number, address, and the nature of the emergency, and gets that information to you immediately. Your job is to call back in two minutes and be the contractor who actually picked up.

In an emergency, a homeowner is not comparing quotes. They are calling every contractor on the list until someone answers. A system that stalls them with a range question loses the job. A system that says 'I'm routing this to our team right now — you'll get a call back within minutes' keeps the lead.

The routing logic works like this: when a caller's service type or description matches an emergency keyword list — which you help define at setup — the form skips the range display, captures contact info and location, and sends you an SMS marked urgent with the full intake summary. No delay. No range. No friction between the caller and your callback.