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Estimate Builder & Follow-UpTier A · High-ticket local businesses

Send the estimate tonight. Get the signature this week.

Turn your job notes and photos into a clean estimate PDF with your own prices, send it with a link to accept online, and let polite follow-ups do the chasing.

Try it for 7 days for $9Or have us set it up

Then $75 a month. Cancel anytime. For US businesses.

Work order · ExampleNo. 06

Ridgeline Roofing

Estimate Builder & Follow-Up

  1. Mon 4:10 PMJob notes and 6 photos in. Estimate PDF built: $8,450
  2. Mon 4:12 PMEstimate sent by email and text
  3. Thu 10:00 AMFollow-up: “Any questions about the estimate?”
  4. Sat 9:20 AMHomeowner signs online
Example with a made-up business. Your messages use your name and your details.
SIGNED

The problem

Why this matters.

Homeowners often get two or three estimates. The contractor who sends a clear estimate first, and follows up, usually gets the job.

  • Estimates get written late at night, days after the walkthrough.
  • Nobody follows up, so "maybe" turns into "we went with someone else."
  • Handwritten or messy estimates look less professional than they should.

How it works

What happens, step by step.

  1. Step 1

    Notes and photos in

    A customer requests an estimate with photos, or you type your notes after the walkthrough.

  2. Step 2

    Estimate out, with your prices

    Line items come from your price book. You review the PDF, then send it by email and text with a link to accept online.

  3. Step 3

    Follow-up until they answer

    Friendly reminders on days 2, 5 and 10 stop the moment they accept, decline or ask a question. You get an alert when it's accepted.

What's in the kit

Everything you need to run it.

  • The working automation

    Hosted for you, with an estimates list, a request form with photo uploads and an accept-online page. An n8n version works with your own email and Google Sheet.

  • A 6-lesson video course

    Why speed wins jobs, how drafting works, setup, building your price book, tracking your close rate and winning more jobs.

  • A step-by-step setup guide

    Including how to build a price book in 20 minutes.

  • Video guides

    A full setup walkthrough and a short demo.

  • A marketing pack

    Website button, yard sign wording and a past-customer email.

The course

6 short lessons.

  1. 01Why the first clear estimate usually winsIn the trial · 4 min
  2. 02How drafts, prices and follow-ups workIn the trial · 5 min
  3. 03Set it up and send your first estimateFull access · 5 min
  4. 04Build a price book that writes estimates for youFull access · 4 min
  5. 05Track your close rate and speedFull access · 4 min
  6. 06Win more jobs with less drivingFull access · 4 min

Questions

Before you start.

Does the AI set my prices?

No. Prices only come from your price book or from lines you type. The AI suggests items and quantities from your notes. Anything it can't match is marked "Needs a price," and the estimate can't be sent until you add one.

Do I have to review every estimate?

Estimates the AI drafts always wait for your review. If you type the line items yourself, you can choose to send right away.

How does the customer accept?

The email and text include a link to a page with the full estimate. They type their name and check a box to accept, and you get an alert. They can also ask a question or decline on the same page.

What if they have questions?

They can ask on the estimate page or text you back. Follow-ups stop and you get their message right away.

Can customers send photos?

Yes. Your estimate request form accepts photos, and you can create the estimate straight from the request. The AI looks at the photos to understand the job, but it doesn't guess measurements.

Will it work for my trade?

Yes, if you price work by the item, hour, square foot or job. Roofers, painters, remodelers, landscapers and handymen all use a price book the same way.

PlanEstimate Builder & Follow-Up
7-day trial
$9
Then monthly
$75/mo

In the trial: the working tool, the setup guide and lessons 1–2 of the course.

After your first monthly payment: the full course, video guides, the n8n file, the marketing pack and priority support.

Try it for 7 days for $9

Cancel anytime · US businesses only

$9 for 7 days, then $75 a month. Cancel anytime from your dashboard.

Your texting number and standard texting fees are included. US carriers require a one-time registration for business texting (A2P 10DLC); we walk you through it.

Save with a bundle

Win the job before the next contractor calls.

Start the 7-day trial and send your first estimate today.

Try it for 7 days for $9