Solutions Built to order
Contractor CRM and Estimate Builder
A website whose services page feeds the estimate, and a customer list that remembers who was sent what.
Built to order: set up around the way your business already works.
The gaps
- The services on the website are not the services that get quoted
- Customer details live in a phone, an inbox, and a notebook
- Every estimate is typed from scratch and priced from memory
- No record of which estimates were sent, seen, or accepted
- Follow-ups depend on someone remembering
See how it works
A working example with sample data; nothing you do here is saved or sent. Your version is built to order: your name, your services, your rules.
The situation
A remodeling contractor has a brochure website and a phone full of contacts. Leads arrive by call, by form, and by referral. Estimates are typed from scratch in a document, priced from memory, and emailed as attachments. Nobody is sure which estimates went out, which were accepted, or who was supposed to follow up.
The plan
- Objective
- One list of services drives the website, the estimate, and the customer record, so an estimate goes out the day the customer asks.
- Who uses it
- The owner and the office handle leads, estimates, and follow-ups. Customers ask for an estimate, read it, and accept it.
- What it replaces
- The estimate template document, the contact list in the owner’s phone, and the sticky-note reminder.
What changes
| What | Today | With the solution |
|---|---|---|
| Services | Written once for the website and again in every estimate | One service list feeds both |
| A new lead | A voicemail or an email | A customer record with the services they asked about |
| Building an estimate | Typed from scratch | Pick the services, enter quantities, review the total |
| Sending it | An attachment from a personal inbox | Sent to the contact on file, with a private link |
| Afterwards | Hope they call back | A status on every estimate and a date to follow up |
What gets delivered
- A website in English and Spanish: home, services, a page for each service, about, and contact
- A service list you edit yourself: name, description, unit, and your price
- An estimate request form that carries the chosen services and the customer’s contact details
- A customer list: contacts, notes, and the services each one asked about
- An estimate builder: lines from the service list, quantities, adjustments, and notes
- Estimates sent by email with a private link, where the customer can accept or ask a question
- A status for every estimate: draft, sent, viewed, accepted, declined
- Follow-up reminders and a simple view of every open estimate
- One training session and a written guide
The phases
Phase 1
Service list and website
Your services entered once, and the website pages built from them.
Phase 2
Leads and the customer list
The estimate request form and a record for every customer.
Phase 3
Estimates and sending
The estimate builder, the email, and the customer’s private link.
Phase 4
Follow-up
Statuses, reminder dates, and the list of open estimates.
What it leaves out on purpose
- Invoices, deposits, and payments.
- Material takeoffs and supplier pricing.
- A signed contract. Accepting an estimate records who accepted and when. Your contract stays your own document.
Outside services and costs
None required. Estimates are sent by email from your own hosting. Text-message notices would add a service that charges per message, if you want them.
How we will know it works
- Time from a request to a sent estimate
- Share of estimates with a recorded answer
- Follow-ups done on the planned date
Questions people ask
Do my prices show on the public website?
Only if you choose. The service list holds your prices privately, and each service can appear on the website with or without a price.
Can I change an estimate after sending it?
Yes. The customer’s link always shows the latest version, and the record keeps the earlier ones.
Does it replace my accounting software?
No. It stops at the accepted estimate. Invoicing stays where you do it today.
How you get yours
Every tool is delivered built to order for the business that will use it.
See how it works
Open the example closest to your gap and walk through it with sample data.
Tell us what is different
Your services, your rules, and the steps your office already follows.
We build your version
Your name, your colors, your wording, in English and Spanish if you need it. Before work starts you see the plan, the price, and the revisions agreed.
It runs on your hosting
Your data stays in your own database, with no monthly software fee. Changes later are a new request.
Other solutions
- Service BoardNew service requests, job status, and the day’s route on one screen.See how it works
- One-List InventoryOne list of what you have for sale, where it is posted, and what must come down when it sells.See how it works
- Open-Slot SchedulerCustomers pick a time that is really open, and the office stops trading calls to find one.See how it works
- Shared House LedgerEach month’s bills, each person’s share, and every payment confirmed against a receipt.See how it works
- Website From a Business PlanFrom a written business plan to a bilingual site with working demos and its own client request page. This website is the result.See how it works
Still not convinced?
Send us something you have on your to-do list and we can work from there.