Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
HelloSetter is an innovative cloud-driven AI service that specializes in voice appointment scheduling for various home-service sectors, such as roofing, HVAC, plumbing, solar energy, and remodeling contractors. It efficiently makes outbound calls to potential leads, conducting job-qualification inquiries, addressing typical customer questions and objections, and scheduling estimates or service appointments according to available calendar slots. In cases where a lead is unavailable, HelloSetter is designed to make follow-up calls during pre-set calling hours, and it can manage return calls to its designated number as well. Businesses can easily input leads through multiple channels, including web forms, Google Sheets, CSV imports, or webhook integrations. The platform boasts a comprehensive suite of features, which includes a calendar, call summaries, recordings, transcripts, and a user-friendly dashboard for analyzing call results. Additionally, users have the flexibility to link their existing calendars and customize call scripts, define service areas, set calling hours, and establish qualification criteria during the initial setup process. This adaptability ensures that businesses can tailor the service to meet their specific operational needs effectively.
Description
QuotesForge serves as a cloud-based CRM and estimating tool tailored for specialized contractors and home-service enterprises, such as those in roofing, HVAC, plumbing, electrical work, landscaping, painting, and remodeling. The platform enables contractors to visualize lead management through a pipeline and efficiently generate detailed estimates that include labor, materials, and pricing sourced from Turbo Quote, alongside reusable templates and a comprehensive price book. Users can conveniently send proposals via text or email, allowing customers to review, approve, electronically sign, and personalize them with project add-ons. Once the estimates are accepted, they seamlessly transition into invoices that offer card and ACH payment options, with Stripe payments available in the Pro plan. Additionally, QuotesForge facilitates job scheduling, crew assignments, automated follow-ups, and tracking of invoice balances. Its AI Daily Plan feature intelligently prioritizes follow-ups, tracks unpaid invoices, identifies at-risk leads, and organizes upcoming jobs. By integrating lead management, estimating, customer approvals, scheduling, invoicing, and payment tracking, QuotesForge effectively supports both solo contractors and service teams in enhancing their operational efficiency. This comprehensive approach ultimately aims to improve the overall productivity and profitability of contractors in the competitive service industry.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Apple Calendar
Yes
Calendly
Yes
Google Calendar
Yes
Google Sheets
Yes
Housecall Pro
Yes
Jobber
Yes
Microsoft Outlook
Yes
Stripe
No
Integrations
Apple Calendar
No
Calendly
No
Google Calendar
No
Google Sheets
No
Housecall Pro
No
Jobber
No
Microsoft Outlook
No
Stripe
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$49/month
Starter is $49/month, Pro is $99/month, and Business is $199/month, billed monthly in USD. A 14-day free trial requires no card. Payment-processing charges and taxes are not included.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
HelloSetter
Website
hellosetter.com
Vendor Details
Company Name
QuotesForge
Founded
2026
Country
United States
Website
quotesforge.com
Product Features
Product Features
Alternatives
Alternatives
No Alternatives