The Problem
Sending a quote and then waiting is painful. You have no idea if the customer saw it, is thinking about it, or forgot it in their inbox. For a plumber or roofing company, that silence means lost time and lost revenue.
Most owners end up chasing by text or call, guessing who needs a nudge and who is just busy. That wastes hours each week and makes you look pushy to the wrong people.
When quotes sit unopened, competitors can jump in. When they are opened but not answered, you miss the best moment to close.
How It Works
After a call or chat, the assistant drafts a line-item quote for you to approve from your phone. Once you send it, the customer gets a public no-login page that works great on mobile.
Inside that page you can offer good-better-best options that update the total live, and the customer can sign with a typed name, request changes, or approve in one tap. You see the status change from SENT to VIEWED, with a note like 'Sarah opened it at 2:14 PM'.
If a quote is still unopened after three days, an automatic follow-up is sent. If it is opened but not acted on, you can ask the assistant 'has Sarah viewed the quote?' and get an instant answer. Approval creates the job automatically on your board.
What It Means for You
You stop guessing and start acting at the right time. A dental office can follow up right after a patient views the treatment plan, while interest is high. A HVAC tech can avoid calling a customer who just opened the quote five minutes ago.
Fewer missed opportunities means more closed jobs, faster payment, and less admin. Everything is included with your website and content engine, so you don't pay extra per seat or for e-signature and reviews like other tools.
Getting Started
Connect your calls and chats so quotes can be drafted from real conversations. Turn on viewed tracking and the three-day follow-up nudge for your estimates.
Review the quote statuses in your Jobs board and let the system move approved quotes into scheduled work, invoices, and review requests without manual copying.