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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.
Description
Anyone who picks up the phone can effortlessly arrange an appointment for an external estimate without the concern of overlapping schedules for the estimator or placing locations too far apart. With Smartmove, all it takes is asking the customer for their preferred date for the estimate. Your estimator will have access to all pertinent customer details, including the initial phone quote, and they will surely value the functionality of the Smartmove system just as much as you do. Those responsible for booking jobs can immediately see the existing schedule for any specific day. The platform encompasses sections for payments, inventory, materials, moving teams, agents, trip analysis, storage solutions, claims, additional stops, and continuations, among other features! SmartMove Moving & Storage Software equips moving businesses with a comprehensive, unified move management solution. Its marketing database efficiently tracks leads to ensure that customers are not contacted multiple times and that important follow-up calls are never overlooked, streamlining the entire process for maximum efficiency. Overall, Smartmove is designed to enhance operational effectiveness and improve customer satisfaction significantly.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Flip
No
Pricing Details
$79/month
Free Trial
Yes
Free Version
Yes
Pricing Details
$895 per month
Free Trial
No
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
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
QuoteLasso
Country
United States
Website
quotelasso.com
Vendor Details
Company Name
SmartMove
Website
www.esmartmove.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
Moving
Billing & Invoicing
Yes
Claims Management
No
Customer Management
No
Dispatch Management
Yes
Employee Management
No
Fleet Management
No
International Moves
No
Interstate Moves
No
Job Management
No
LTL / Shared Truckload
No
Lead Management
No
Local Moves
No
Military / GSA Moves
No
Quotes / Estimates
Yes
Storage Management
Yes
Work Order Management
No
Alternatives
No Alternatives
