Win More Jobs.
Chase Fewer Clients.
QuotesPilot turns field notes into professional quotes, follows up automatically on Day 3, 7, and 14, and lets clients accept in one click. You do the work — we handle the follow-up.
2-minute setup No credit card required Cancel anytime
The problem
Unfollowed Quotes Are
Lost Revenue.
Most contractors follow up on less than a third of their quotes. The rest just disappear — along with the revenue they could have brought in.
You forget to follow up — and lose the job.
You're on the next site visit before you remember to chase the last quote. Without a system, follow-ups get buried and clients go with whoever followed up first.
You rebuild every quote from scratch.
No saved prices, no templates. Each estimate means hunting for old numbers, re-typing line items, and formatting everything by hand.
Your tools don't talk to each other.
Estimating in one app, emailing from another, invoicing in QuickBooks. Every handoff is a chance to lose momentum, miss details, or double-enter data.
Built for roofers, landscapers, HVAC techs, general contractors, painters, electricians, and more.
Simple by design
Up and running in 2 minutes
Create the quote first. Sending, QuickBooks sync, and follow-up happen after that, not in separate tools.
Capture the job
Upload field notes, build from your price list, or start from an existing quote file.
Build the quote with AI
AI organizes scope, matches line items, and prepares a clean draft quote you can review and edit.
Send it your way
Approve manually or auto-send. Your client reviews the quote page, downloads the PDF, and accepts in one place.
Keep operations moving
Automated emails and SMS go out at day 3, 7, and 14. Reminders stop the moment the quote is won or closed — no manual follow-up needed.
Invoice and get paid
When the client accepts, convert the quote into a professional invoice in one click. Track payment status — draft → sent → paid — all in one place.
Start where the work happens
Built for the way contractors quote in real life
QuotesPilot is strongest when the quote starts rough: field notes, reusable price lists, and data you already keep in QuickBooks.
Snap notes. Get line items.
Upload a photo or paste phone notes. AI reads contractor shorthand and turns it into a structured draft quote.
Build fast from your catalog.
Search saved products and services, set quantities, discounts, and taxes, and generate a clean quote without rebuilding every job from scratch.
Use the data you already trust.
Import Items from QuickBooks into your catalog, then sync approved quotes and accepted jobs back into your accounting workflow.
Already have the quote? Bring it in.
If a quote already exists in PDF, email, or document form, QuotesPilot can still handle delivery, client review, and follow-up.
Close on the spot
Help clients see the finished result before they decide
Turn your quote into a visual presentation directly from the site photo so clients can picture the outcome, understand value faster, and say yes with more confidence.
Best use moment
Present it while you're still in the driveway
Use the visual preview right after the site visit, while urgency and context are highest, then send the quote and follow-ups from the same workflow.
Before
After
Mapped to quote line items
Upload the site photo and select where each quoted item should appear.
Generate a polished visualization tied to your quote scope.
Share the quote with the visual context so the client can review and accept faster.
Visuals are concept previews to support sales conversations and client alignment before work starts.
WHAT YOUR CLIENTS RECEIVE
A first impression that closes deals.
Your name, your logo, your colors. One button to accept. Zero friction for your clients — zero forgotten follow-ups for you.
One click to accept — no account needed
Sample quote only — not a real client or project.
Everything you need
Everything after the site visit gets faster
From rough notes to approved quote to invoicing, QuotesPilot removes the admin drag that slows down your close rate.
Field Notes to Quote
Upload a photo or paste phone notes. AI understands contractor shorthand and turns it into structured quote content.
One-Click Invoicing
Convert accepted quotes into professional invoices instantly. Track status from DRAFT → SENT → PAID and sync to QuickBooks automatically.
QuickBooks Sync
Import Items from QuickBooks, sync sent quotes as Estimates, and accepted jobs as Invoices.
Auto-Send or Manual Approval
Choose a controlled approval workflow or instant delivery when the quote is already ready to go.
Built-In Follow-Up
Automatic reminders go out on schedule and stop the moment the quote is closed.
Client Review Page
Clients land on a clean quote page before accepting, so they can review details and download the PDF first.
Professional Quote PDFs
Multi-page PDFs with your logo, brand colors, line items, tax breakdown, and optional background image. Looks like you hired a designer.
Email Timeline & Visibility
See every sent initial email and follow-up with full content history directly in quote details.
Price List Builder
Search your catalog, adjust quantities, discounts, and taxes, and save custom items back to your price list.
Team Workflows
Owners, admins, and sellers each get the right access while sharing one company workspace.
AI Job Visualization
Turn a site photo into a realistic before/after visual tied to your quote scope. Present it on-site while context is fresh.
SMS Notifications
Optionally text clients when quotes are sent. In Auto-Send mode, you can require a phone number before delivery.
Simple pricing
One extra closed job pays for a full year
Everything you need to quote, follow up, and close more jobs — no hidden fees, no long-term contracts.
Everything you need to win more jobs. Your rate is locked in for life as long as you stay subscribed.
- Unlimited quotes
- Field notes + price list quotes
- Automatic email & SMS follow-ups
- Client review + one-click accept
- Professional PDF generation
- Quote-to-invoice conversion
- Multi-user team (up to 5 seats)
- Role-based permissions
- QuickBooks integration
- Bilingual support (EN / FR)
- AI job visualization
30-day free trial · No credit card required · Cancel anytime
Frequently asked questions
How do contractors create quotes in QuotesPilot?+
Will my clients know I'm using automation?+
Can I review quotes before they're sent to clients?+
Do I need QuickBooks to use it?+
Does it work for teams and French-speaking clients?+
How is this different from Jobber or HouseCall Pro?+
Is my data secure?+
Can I create invoices with QuotesPilot?+
Ready to Win More Jobs?
Start for Free Today.
Join contractors who create professional quotes in minutes and never miss a follow-up. Your first 30 days are free — no credit card, no commitment.
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