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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PhoneToQuote serves as an efficient quoting solution tailored for individual painters and small painting businesses. Users can articulate the specifics of a painting project either by speaking or typing into their phones, allowing the tool to compile this information into a structured quote based on the contractor’s predetermined rates. Contractors have the opportunity to examine and modify each detail, utilize the Quote Replay feature to hear the total amount, and subsequently send a private link to the client. Clients can either approve the quote or ask for modifications without needing to download any application. This streamlined process is specifically designed to facilitate the creation and transmission of painting estimates directly from a mobile device, especially after engaging in discussions about the project with the client. By using the contractor's established rates, the generated estimate accurately represents those figures rather than relying on a generic pricing model. Before the contractor shares the quote, they can review and tailor the line items to better suit the job requirements. This flexibility ensures that both parties are on the same page and enhances the overall customer experience.

Description

QuoteLasso is an online tool designed specifically for small contractors such as roofers, painters, remodelers, and landscapers to effectively manage follow-ups on their estimates. Users have the flexibility to send an estimate email by forwarding it or using the BCC option, manually inputting the estimate details, or even importing them through a CSV file. The platform creates a predefined follow-up sequence consisting of three reminder messages that are sent at intervals of 2, 5, and 10 days after the estimate is dispatched, but users can also personalize the message templates and opt to send messages manually if they prefer not to use the automatic delivery feature. With paid subscriptions and during a 14-day trial period, users can set follow-ups to occur automatically. Upon receiving a response from a customer, QuoteLasso ensures the reply is forwarded to the user's inbox and halts any further scheduled follow-ups. Each follow-up email is equipped with an opt-out link for customer convenience. Unlike conventional CRM systems that focus on pipelines and extensive reporting, QuoteLasso is dedicated solely to enhancing the estimate follow-up process for small contractors, ensuring they stay connected with potential clients without unnecessary complexities. This targeted approach allows contractors to maintain efficient communication and ultimately increases their chances of securing projects.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$9/month
A 7-day trial includes up to 3 quotes and requires a payment card. The plan is $9/month for up to 50 new quotes per billing month. The first $9 charge is due on day 7 unless you cancel, with a reminder email 3 days beforehand. Cancel anytime from Billing.
Free Trial Yes 
Free Version No 

Pricing Details

$79/month
Free Trial Yes 
Free Version Yes 

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 No 

Customer Support

Business Hours No 
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

PhoneToQuote

Website

phonetoquote.com

Vendor Details

Company Name

QuoteLasso

Country

United States

Website

quotelasso.com

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

Product Features

Construction Estimating

Accounting Integration No 
Audit Trail No 
Bid Management No 
Billing & Invoicing No 
Building Product Database No 
Calculators No 
Change Orders No 
Contract Management No 
Cost Database No 
Customer Management No 
Customizable Templates No 
Electrical Estimating No 
HVAC Estimating No 
Historical Database No 
Job Costing No 
Plumbing Estimating No 
Price Data / Price Books No 
Project Management No 
Quote Management No 
Reporting/Analytics No 
Scheduling No 
Subcontractor Management No 
Takeoff No 
What-if Analysis No 

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No Alternatives

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