Contractor Quote Software That Follows Up Until Customers Decide

Sending a quote is only half the work, because you still answer questions, make changes, and follow up while the homeowner compares contractors.

The Growth Engine keeps the estimate, quote, customer details, and follow-up together, so your team knows which jobs are waiting on a decision.

An estimate is a rough price based on what the homeowner entered on your website, and it shows them the likely cost before they call.

A quote is your company's offer to do set work for a set price, with the scope, your changes, and your terms.

See how online contractor estimates work.

The homeowner prices the work on the estimators across your website. When they ask for a quote by email or book a visit, the Growth Engine puts the price from every estimate they ran into one quote PDF and sends it, so nobody on your team copies, writes down, or retypes the job details.

If the homeowner runs an estimator again, or clears a choice that no longer applies, the quote uses their latest price for that service, and every version stays on their record.

Some jobs can be quoted from the homeowner's answers or a phone call, while others need measurements, an inspection, or a site visit. You decide what to verify before you confirm the scope and price.

• Review the homeowner's original answers.
• Enter corrected answers wherever the job differs.
• Raise or lower the price.
• Add a discount or a credit.
• Add notes about the work.
• Include your terms and conditions.
• Send the updated PDF to the customer.

The homeowner's original answers stay on their customer record, so you can see exactly what changed.

Until the homeowner decides, the Growth Engine sends email and text reminders on the schedule you choose, and the homeowner can turn them off from any reminder. Your team sees which quotes are still open without keeping a separate follow-up list.

Once the homeowner signs the quote, or you record their decision in the Growth Engine app, the reminders stop and the next steps begin.

The homeowner gets the quote by email as a PDF, with each answer on its own line, followed by HST, the deposit, and your terms.

On the Own Website Plan, the quote carries your company name, logo, and colours. On the Pay When Paid Plan, it carries the shared website's name, the same name the homeowner priced the job under.

This sample is a real Darteno quote for a 600 square foot driveway with steps, in Markham, priced on the interlock driveway estimator.

Download the sample quote (PDF)

A homeowner says yes on the phone, but the job is not won until the quote is signed. Getting that signature means printing the quote and driving over, or emailing it and waiting for the homeowner to print, sign, and scan it back.

Every quote email has a button to sign. The homeowner taps it, signs in with their Microsoft, Google, Facebook, or LinkedIn account, and adds their signature on their phone or computer. There is no new password to create, and the sign-in confirms who signed.

The signed quote, with the date and time it was signed, is saved on their customer record and emailed to you both. The reminders stop, and you see the job is won.

A yes on the phone becomes a signed quote in a minute, with nothing to print, scan, or drive over.

A homeowner may like your quote but still be comparing prices, consulting a spouse, or waiting for the right time, and if nobody follows up, the job can slip away to a competitor.

The Growth Engine app shows each quote as open until you make one of 3 choices:

• Advance: the homeowner signs the quote online or accepts it in person. You enter the crew size and number of days the job needs, and the job moves to payment.
• Nurture: the timing isn't right yet. The customer stays on your customer list, so you can reach them again next season.
• Suppress: remove the contact from the list, and they receive no further marketing messages from you.

When a quote doesn't turn into a job, you rarely hear why, so you can't tell whether to change your price or your follow-up.

When you nurture or suppress a quote, you pick the reason: price, timing, another contractor, or the homeowner decided not to do the work. You can add a note in your own words.

The reason is saved on the customer record, and the Growth Engine app shows how often each reason comes up across all your lost quotes.

You know whether jobs are lost on price, on timing, or to a competitor.

See how automatic contractor follow-up works.

A discount written in by hand, or a refund sent from your bank, leaves the quote showing a different amount from what the customer paid.

You record each one as a change order on the quote:

• Discount: an amount or percentage you take off the price, such as for a repeat customer or a slow week.
• Credit: an amount the homeowner is owed, such as for materials they supply or an overpayment on an earlier job.
• Refund: money you return after the homeowner pays, such as when the scope shrinks after the deposit. You send it from your bank account.

Each change order appears on its own line, with its reason, on the quote, the invoices, and the customer record. Every invoice updates to the new balance, so the next one asks for the right amount.

The quote, the invoice, and the customer record all show what the customer actually paid.

On the Pay When Paid Plan, the fee follows what your customer pays, so each discount, credit, and refund lowers it. See the fee rules.

For insurance jobs, like a flooded basement or a kitchen fire, the Growth Engine also builds a separate claim quote for the adjuster from the same estimate, with an Xactimate or Symbility line-item code on each line. See insurance claim quoting or restoration contractor software.

You remain responsible for what you promise the customer and what you charge.

Your team's time belongs on pricing work accurately and serving customers, not on remembering which quote needs another reminder. You decide the work and the price, and the Growth Engine keeps each quote moving.

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See how the complete Growth Engine works.