◦ HOME SERVICES SOLUTION 9

Speed Up Quoting & Approvals


Slow Quotes

Delays in sending quotes or following up result in missed opportunities, giving competitors a chance to close deals faster.

Late Payments

86% of construction companies report that late payments negatively impact productivity and delay project completion. (Source: Pymnts)

Cash Flow

82% of businesses fail due to poor cash flow management, stressing the importance of efficient invoicing and payment tracking. (Source: Huntington Bank)

Automated Quoting System

  • Automatically generates and sends quotes after receiving service inquiries.
  • Reduces manual effort and errors, ensuring faster quote delivery.
  • Streamlines the quoting process, improving overall client satisfaction.

Integrated Follow-Up Sequences

  • Automates follow-up reminders after sending quotes, prompting clients to review and approve.
  • Allows contractors to customize follow-up timing to keep potential clients engaged.
  • Helps close deals faster by maintaining consistent communication.

Quote Tracking Dashboard

  • Provides a centralized dashboard to track all sent quotes in real time.
  • Monitors client interactions and follow-up status, ensuring no quote is forgotten.
  • Keeps the quoting process organized, improving follow-up efficiency.

Easy Printable Quotes

  • Enables easy generation of softcopy quotes that clients can download, print, or review digitally.
  • Offers flexibility in how clients access their quotes, simplifying decision-making.
  • Speeds up the quoting process, making it easier for clients to approve.

Instant Notification for Quote Approvals

  • Sends real-time notifications when a quote is viewed or approved.
  • Allows contractors to follow up immediately and schedule jobs without delay.
  • Ensures faster job confirmation and a smoother workflow.

Secure Credit Card Storage for Faster Payments

  • Securely stores client payment details, including credit card information.
  • Simplifies payment processing once quotes are approved, speeding up the transaction.
  • Reduces the need for clients to re-enter payment information, ensuring seamless transitions from quote to job completion.

Effortless Contact Management

  • Centralizes contacts from your phone and computer into one platform.
  • Manages all types of contacts—buyers, sellers, renters, and investors—in one place.
  • Streamlines the organization of your network for easy access and management.

AI-Powered Follow-Ups

  • Automates personalized follow-ups based on the relationship and interaction history.
  • Tags contacts automatically for relevant and tailored outreach.
  • Strengthens connections by customizing follow-up actions for each contact.