QuotesPilot helps residential contractors turn rough notes into professional quotes, send them fast, and follow up automatically until the client replies.
Secure email access. No sales call required.
30-day free trial No credit card required Setup in 2 minutes
See it in motion
Capture your notes, let AI structure them, then send a clean quote fast.
Start with phone notes, handwritten notes, or copied field notes.
AI pulls the client, work, quantities, and amounts into a draft quote.
Review, send, and let automated follow-up do the chasing.
Quick mobile preview of the notes-to-quote workflow.
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.
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.
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.
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.
Help shape QuotesPilot with your ideas
We are in the early access phase and actively listening to contractor feedback to improve every part of the system.
That is why early access users get reduced lifetime pricing: you help shape the product, and we reward that trust.
Start with full access for 30 days. If it fits your workflow, your early-access rate stays locked in for life while you stay subscribed.
Full access during the trial. No card charged today.
30-day free trial · No credit card required · Cancel anytime
30-day free trial · No credit card required · Cancel anytime
Contact us
Reach out anytime. Our team is available to answer your questions about setup, pricing, and how QuotesPilot fits your workflow.
We usually reply within one business day.
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
