What Goes Live in 48 Hours: Your Quote Automation Setup

You need four things from us before we start building. That's it. No IT department, no web developer, no week-long discovery call.

Here's the complete list:

1. Your service list with job categories. Drain cleaning, water heater replacement, HVAC tune-up, electrical panel swap — whatever you run. If you want to filter certain jobs ("we don't take drain cleaning calls under $200 ticket"), tell us that now. We'll bake it into the form logic so that category never hits your phone below your minimum.

2. Your existing business phone number and calendar access. We route callback alerts to the number you're already using. We sync to whatever calendar you're already on — Google Calendar, Housecall Pro, or a plain iCal feed. You don't switch systems.

3. Your service area. Zip codes or a city radius from your shop. The form confirms service area at submission so you stop burning time on out-of-area callbacks.

4. Any job-specific pricing notes. Not your full price sheet — just the guardrails. "Water heater install is $800–$2,200 depending on unit." "We don't quote electrical work under $350." That's enough for us to load accurate ballpark ranges that qualify leads before they hit your phone.

That conversation takes 30 minutes on a call or 20 minutes of typed notes in an email. Your input window is Day 1, Hour 0. After that, we build. You go back to running jobs.

No logins to create. No training sessions. No software to learn. You send us the four things above, and the next thing you see is a live system on your website.

While you're running your Tuesday jobs, here's what's happening on our end.

Branded multi-step quote form, built and embedded on your site. We design a form that matches your existing website colors, logo, and service categories. Multi-step means the homeowner moves through job type → service area → contact info — not a wall of fields that kills completion rates. We embed it on your existing site. No redesign required.

Job category taxonomy with trade-specific ballpark ranges loaded. Every job category from your list gets a configured price range. When a homeowner selects "HVAC tune-up," the form fires back an instant ballpark — not a vague "we'll call you," but an actual number range that qualifies them and keeps them engaged until you call back.

Callback alert routing wired to your phone number. The second a form submits, a push notification hits your phone with the lead's name, job type, service area, and the range they already saw. You know exactly who you're calling and what they want before you dial.

CRM pipeline entry and source tagging. Every submission creates a contact record tagged by job type, service area, and form source. No lead falls through. If you miss the callback window — you're on a roof, you're under a sink — the follow-up sequence handles it automatically.

Follow-up SMS sequence for no-answer callbacks. An automated SMS fires to the lead within minutes of a missed callback: "Hey, saw your request for [job type] — want to lock in a time?" That sequence runs for 48 hours or until they respond. You recover leads that would have gone dark.

Everything above is live before you wake up on day two.

We don't flip a switch and hope it works. Before this system touches a real lead, we run a full QA pass.

Here's exactly what we test:

Form submissions across every job category. We submit a test lead for each service you listed — every category, every path through the form. We confirm the ballpark range output matches the agreed ranges. If "water heater install" should show $800–$2,200 and it shows $500–$1,500, we fix it before go-live.

Callback alert fires to the right number. We use a real test submission and confirm the push notification hits your phone with correct lead data — name, job type, range, service area. We verify the format is clear enough that you'd call it back on the spot.

CRM record is created, tagged, and routed correctly. We pull up the test record and confirm every field populated — job category, source tag, service area, contact info. Nothing missing, nothing misrouted.

Follow-up SMS sequence fires on a missed callback. We simulate a no-answer scenario and watch the follow-up sequence trigger on time, to the right number, with the right message.

You receive a test submission log — a plain-text document showing every test we ran, what we expected, and what actually fired — before we declare the system live. No surprises on day one. If something's off, you see it in the log before a real lead ever does.

That QA pass is non-negotiable. A quote system that misfires on day one doesn't just lose a job — it tells the homeowner your business is sloppy.

Day two, the system is live on your website. Here's what happens when the first real lead comes in.

A homeowner lands on your site at 7 PM, after you've put the truck away. They need a water heater replaced. They hit the quote form, walk through job type, address, and contact info in under two minutes. The form fires back an instant ballpark: $800–$2,200 depending on unit. They submit.

Your phone buzzes. Push notification: "New quote request — Water Heater Install — [name] — [zip code] — saw range $800–$2,200."

You call them back. They already know roughly what it costs, they've already given you their contact info, and they submitted at 7 PM because they're serious — not a tire-kicker. You book the job in five minutes.

That's your entire job on day one: make the callback.

The system handled the intake, the range delivery, the CRM entry, and the follow-up sequence if you'd missed the call. You make one phone call to a qualified lead who's already committed enough to give you their information after hours.

See what the quote automation system includes if you want a full breakdown of every component before you commit. This page covers onboarding only — the system page covers what keeps running month after month.

You don't manage this system. We do.

After go-live, we monitor form performance — submission rate, completion rate by job category, callback-to-booked rate. If the water heater form is getting 20 submissions and you're booking 3, we flag it. That's either a range problem or a callback speed problem. We tell you which, and we fix the range side.

Every month, you get a one-page report in plain English. No dashboard login, no spreadsheet to decode. The report covers: how many quote requests came in, how many you called back within 15 minutes, how many booked, and what the follow-up sequence recovered that would have gone cold. One page. Two minutes to read.

If a job category needs a range adjustment — material costs shift, you decide to stop taking certain jobs — you text or email us. We make the change same day. You never touch the system settings.

The follow-up sequences run on a schedule we configure at onboarding. You don't babysit automations. If something breaks, we catch it in monitoring before a lead falls through the cracks.

Your ongoing role is exactly two things: make the callbacks when the notification fires, and tell us if something feels off. That's the full engagement after day two.

Do I need to redesign my website? No. We embed the quote form on your existing site — whatever platform you're running. No redesign, no new theme, no developer work on your end.

What if I already use a scheduling app? We integrate with the most common calendar and field service tools, including Google Calendar, Housecall Pro, and most iCal-compatible platforms. If you're running something less common, tell us on the onboarding call and we'll confirm compatibility before we build.

How do I know the system is actually working? Two ways. First, you receive the test submission log before go-live — that proves every component fired correctly in a controlled test. Second, we schedule a first-week check-in call on day 7 to review real submissions, callback rate, and any range issues together.

What if I get a quote request for a job I don't want? That's what the job-category intake is for. Tell us "no drain cleaning under $200 ticket" during onboarding, and we build a filter question into the form that disqualifies low-value requests before they ever hit your phone.

When exactly do I go live? 48 hours from the time you complete the intake — the four items in the first section above. Intake done by 9 AM Monday means the system goes live by 9 AM Wednesday. That's the commitment.

Ready to stop losing evening and weekend quote requests to voicemail? Book your onboarding call and go live in 48 hours.