Create, send, and follow up on quotes
You already paid for the lead.Stop losing jobs after the quote.
Turn rough job notes into a quote you can send, then never lose track of follow-up.
Add a lead, review the AI draft, send a private quote link, and see who needs follow-up.
Nothing sends automatically · You approve every quote · No card for demo · Customer data is private · Account needed only to save and send
- Lead
- Draft quote
- Review
- Send link
- Customer approves
- Follow up if quiet
Open quote tracker
Today
Who needs follow-up?
Follow up today
2 days since sentSarah Whitfield
- 1 day left
Derek Moss
HVAC tune-up · $189 · Sent yesterday
- Needs decision
Pine Ridge Duplex
Mini-split inspection · $520 · Sent 4 days ago
Review before sending
Hi Sarah, checking in on the AC estimate I sent Monday. Want me to hold the Friday morning slot?
Plain HVAC example
Rough notes to clean draft
AC not cooling
Before
AC not cooling clicking at startup 10 yr old unit customer free Fri AM
After
Replace failed dual-run capacitor, test startup, and check refrigerant level. Parts, labor, and service call: $340.
You edit the draft before the customer sees it.
Open quotes stay visible until they close. The draft assistant helps clean up rough notes, but you review every quote and follow-up before sending.
- No credit card
- Private quote links
- Review before sending
Built for
HVAC · Plumbing · Roofing · Electrical · Handyman
How it works
Three steps from lead to win.
From the first call to the signed estimate, QuotePilot keeps the work moving forward — without quietly sending anything on your behalf.
Step 01
Draft Assistant
Turn rough job notes into a clean, itemized draft. You always review and edit before anything sends.
Step 02
Quotes That Look Credible
Mobile-friendly private quote links customers can approve, decline, or question.
Step 03
Follow-Up Tracker
Open estimates stay organized by urgency, so you know who needs a follow-up today.
3 taps
Rough notes to a sent quote
~5 min
Rough notes to review-ready draft
$0
Until you review and choose to send
See it in action
The quote builder, ready in seconds.
Northside Air & Heating
Estimate #1042 · May 29
- $120.00
AC diagnostic + service call
On-site inspection, refrigerant pressure test
- $185.00
Dual-run capacitor (45/5 µF)
OEM part, 5-year warranty
- $95.00
Condenser coil cleaning
Chemical wash + fin straightening
- $180.00
Labor — 2.0 hrs
Licensed technician, $90/hr
Contractor quote resources
Pages built around the searches contractors actually make.
Learn the follow-up workflow, compare trade-specific estimate needs, and copy simple message templates when a quote goes quiet.
FAQ
Common questions.
Does QuotePilot send messages without my approval?+
No. Nothing goes out until you review it and hit send. Once you do, QuotePilot delivers it for you.
Where does customer data live?+
Your quotes, leads, and customer details are stored in your private account and only visible to you. The free demo isn’t saved to an account; it stays in your browser only.
Do I have to change how I currently quote?+
No. Paste your notes and the draft assistant will turn them into an estimate for you to review.
Founder pricing
Get in early. Lock your rate.
The founder rate is $19/mo for your first 12 months. After that, the standard rate is $49/mo for the same features.
Then $49/mo standard rate. Founder rate guaranteed 12 months.
- Unlimited drafts during your subscription
- Draft assistant for rough notes
- Direct access to the builder
Email links & reminders built in. SMS coming soon.