01

Capture

The moment you send a quote in your FSM, the Engine knows about it. Customer info, job description, price, date — all indexed automatically. No new workflow for your team. No forms to fill out. If it's a quote you sent, it's a quote we're chasing.

Every quote, captured the second it goes out.
02

Follow Up

On a cadence matched to your trade, the Engine sends SMS and email touches in your voice. Day 2, Day 5, Day 10, Day 14 — adjustable for your business. Every message references the specific job and the specific price. Customers feel looked after, not pitched.

In your voice. Never generic.
03

Listen

When a customer replies — "I'll think about it," "went with someone else," "when can you start?" — the Engine reads the intent and responds. Some replies stop the sequence gracefully. Some escalate to you immediately. Nothing gets missed, and nothing is pushy.

Graceful off-ramps. Instant escalation when it matters.
04

Close the Loop

When a quote closes — won, lost, or abandoned — the Engine logs the outcome. Over time, you build a clear picture of your pipeline: close rates by job type, by customer segment, by quote size. Numbers most shops have never had.

A pipeline you can finally see.
05

Report

Every Monday at 6am, a plain-English email lands in your inbox: quotes sent last week, quotes won, close rate, dollars recovered, what stood out. One page. Designed to be read with coffee. No dashboards to log into unless you want to.

Every Monday morning, before the first job.

Every shop's numbers are different. Here's the shape of what a mid-sized service trade looks like:

1

45 quotes/month

Typical volume for a 10-person plumbing or HVAC shop on Vancouver Island.
2

$2,800 average

Typical ticket on a residential service quote. Some higher, some lower — this is the midpoint.
3

32% close rate

Industry baseline without systematic follow-up. The best-run shops are closer to 45%.
4

+$96,000/year

What a 20% lift in close rate recovers, at that volume and value. Revenue already being earned and quietly lost.
Get started

See what's in your pipeline.

Book a free 30-minute Quote Audit. We'll pull your numbers, show you the gap between what you're closing and what you could be closing, and tell you honestly whether there's a fit. No commitment, no sales pitch.

Book a Quote Audit