Build and send a professional quote before you leave the job site — from your field notes, your price list, or both. Clients sign in one click by email or SMS. Automated follow-ups go out until they respond. Won quotes become invoices. Zero admin waiting at home.
2-minute setup No credit card required Cancel anytime
The problem
Most contractors follow up on less than a third of their quotes. The rest just disappear — along with the revenue they could have brought in.
You leave the job site and the paperwork follows you home. Quotes to write, clients to chase, follow-ups to remember. You spend your evenings on admin instead of resting — or you forget entirely and lose the job to whoever followed up first.
No saved prices, no templates. Each estimate means hunting for old numbers, re-typing line items, and formatting everything by hand.
Estimating in one app, emailing from another, invoicing in QuickBooks. Every handoff is a chance to lose momentum, miss details, or double-enter data.
Built for roofers, landscapers, HVAC techs, general contractors, painters, electricians, and more.
Simple by design
Create the quote first. Sending, QuickBooks sync, and follow-up happen after that, not in separate tools.
Snap a photo of your notes or type them while you're still on-site. AI reads your shorthand and builds the quote from your price list.
AI organizes scope, matches line items, and prepares a clean draft quote you can review and edit.
Approve and send in seconds. Clients receive the quote by email and SMS — they review, download the PDF, and sign directly from the link. No account required.
Automated email and SMS reminders go out on your schedule. Both channels, automatically. Reminders stop the moment the quote is won or closed — zero manual follow-up.
When the client accepts, convert the quote into a professional invoice in one click. Track status from draft to sent, all in one place.
After a quote is won, send a satisfaction request. Capture private feedback and guide happy clients to your Google review link.
Start where the work happens
QuotesPilot is strongest when the quote starts rough: field notes, reusable price lists, and data you already keep in QuickBooks.
Upload a photo or paste phone notes. AI reads contractor shorthand and turns it into a structured draft quote.
Search saved products and services, set quantities, discounts, and taxes, and generate a clean quote without rebuilding every job from scratch.
Import Items from QuickBooks into your catalog, then sync approved quotes and accepted jobs back into your accounting workflow.
If a quote already exists in PDF, email, or document form, QuotesPilot can still handle delivery, client review, and follow-up.
Close on the spot
Turn your quote into a visual presentation directly from the site photo so clients can picture the outcome, understand value faster, and say yes with more confidence.
Best use moment
Use the visual preview right after the site visit, while urgency and context are highest, then send the quote and follow-ups from the same workflow.
Before
After
Mapped to quote line items
Upload the site photo and select where each quoted item should appear.
Generate a polished visualization tied to your quote scope.
Share the quote with the visual context so the client can review and accept faster.
Visuals are concept previews to support sales conversations and client alignment before work starts.
WHAT YOUR CLIENTS RECEIVE
Your name, your logo, your colors. One button to accept. Zero friction for your clients — zero forgotten follow-ups for you.
One click to accept — no account needed
Sample quote only — not a real client or project.
Everything you need
From rough notes to approved quote to invoicing, QuotesPilot removes the admin drag that slows down your close rate.
Upload a photo or paste phone notes. AI understands contractor shorthand and turns it into structured quote content.
Convert accepted quotes into professional invoices instantly. Track DRAFT → SENT status and sync to QuickBooks automatically.
Import Items from QuickBooks, sync sent quotes as Estimates, and accepted jobs as Invoices.
After a job is won, send a branded satisfaction request by email or SMS. Capture private client feedback and optionally redirect happy clients to your Google review page.
Choose a controlled approval workflow or instant delivery when the quote is already ready to go.
Automatic email and SMS reminders go out on schedule and stop the moment the quote is closed.
Send quotes and follow-up reminders by email and SMS. Clients open and sign directly from their phone — no app, no login, no friction.
Clients land on a branded quote page, review the details, download the PDF, and sign in one tap. No account required. No printing. Works on any phone.
Multi-page PDFs with your logo, brand colors, line items, tax breakdown, and optional background image. Looks like you hired a designer.
See every sent initial email and follow-up with full content history directly in quote details.
Search your catalog, adjust quantities, discounts, and taxes, and save custom items back to your price list.
Owners, admins, and sellers each get the right access while sharing one company workspace.
Turn a site photo into a realistic before/after visual tied to your quote scope. Present it on-site while context is fresh.
Simple pricing
Everything you need to quote, follow up, and close more jobs — no hidden fees, no long-term contracts.
Everything you need to win more jobs. Your rate is locked in for life as long as you stay subscribed.
30-day free trial · No credit card required · Cancel anytime
Field notes → professional quote → client signs → auto email + SMS follow-ups → invoice. QuotesPilot handles everything after the site visit so your evenings are free. First 30 days free — no credit card.
Start Your Free Trial →30-day free trial No credit card required Cancel anytime
