Smart Quoting System for Inspection Businesses
Create professional quotes in seconds with our interactive pricing wizard. Track quote status, automate follow-ups, and convert more leads into paying customers.
One canvas for acquisition, jobs, and follow-up
The same system tracks demand, operations, and client delivery without context loss.
Demand and lead capture
Scheduling and delivery
Retention and growth
Interactive Pricing Wizard
Select property type, size, and services to see instant pricing.
Select Property Type
Auto-playing wizard • Click to interact
What this feature actually gives your business
Interactive Pricing Wizard
Customers select services, property type, and size. Instant pricing calculated based on your rules.
Professional PDF Quotes
Branded PDF proposals generated automatically. Your logo, terms, and professional formatting.
One-Click Delivery
Email quotes directly to customers with tracking. Know when they open and view your proposal.
Quote Tracking
See when quotes are viewed, accepted, or rejected. Real-time status updates in your dashboard.
Online Acceptance
Customers can accept quotes online with one click. No printing, signing, or scanning needed.
Expiration Dates
Set quote validity periods. Automatic reminders before expiration to increase conversions.
Dynamic Pricing
Set pricing rules based on property type, size, location, and service combinations.
Customizable Wizard
Configure your pricing wizard steps, questions, and options to match your business.
Quote Templates
Create templates for common quote types. Generate quotes faster with pre-filled details.
Instant Quotes
Website visitors get instant pricing. Capture leads while they are hot and ready to buy.
Follow-up Automation
Automatic follow-up emails for unopened or pending quotes. Don't let deals go cold.
Conversion Analytics
Track quote-to-job conversion rates. See which services and prices perform best.
Why Our Quote System Wins More Business
Speed and professionalism that converts prospects into customers.
Quote in Seconds, Not Hours
Generate professional quotes instantly. Spend your time on inspections, not paperwork.
Higher Conversion Rates
Professional quotes and quick response times win more business. Beat competitors to the punch.
Consistent Pricing
No more guessing or inconsistent quotes. Your pricing rules ensure accurate, fair pricing every time.
Never Lose Track
Every quote tracked from creation to completion. Know exactly where each opportunity stands.
Professional Image
Branded PDF proposals make your business look established and trustworthy.
Data-Driven Improvements
Analytics show what pricing works. Optimize your quotes based on real conversion data.
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Frequently asked questions
How does the pricing wizard work?
You configure pricing rules based on service type, property type, size, and any other factors. When a customer fills out the wizard, the price is calculated automatically based on your rules.
Can customers get instant quotes on my website?
Yes! The pricing wizard can be embedded on your website. Visitors get instant quotes, and their information is captured as a lead in your CRM.
How do I customize the PDF quotes?
PDF quotes automatically include your logo, brand colors, and contact information. You can also add custom terms and conditions.
Can I set different prices for different areas?
Yes, you can set pricing rules based on service areas. Charge different rates for different locations based on travel time or market conditions.
What happens when a quote is accepted?
When a customer accepts a quote online, you receive an instant notification. The lead status updates automatically, and you can schedule the inspection.
Start Sending Professional Quotes
Get a live demo and let our team guide you through quote setup and launch.
Book a demo