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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

TradesBackbone is a cloud-based software solution designed specifically for small trade businesses, offering a comprehensive suite that integrates customer management, job tracking, estimates, invoices, and payment processing alongside office scheduling and dispatching features. Technicians are empowered to manage their tasks efficiently through a mobile browser, where they can view job assignments, generate estimates, send invoices, take photos, and update job statuses. Customers can conveniently approve estimates via text or email, with those approvals automatically transitioning into invoices. The platform also accommodates recurring services, route planning, reminders, and customer follow-ups to enhance service delivery. Access to records and financial data is governed by role-based controls, ensuring that team members only see what is relevant to their duties. For users on Pro plans and above, QuickBooks Online synchronization is available, while API access is a feature exclusive to the Elite tier. Additionally, the software includes optional AI functionalities that assist in responding to inquiries about business records and in drafting estimates or follow-up messages. When the AI Front Desk feature is activated, it automatically prepares customer replies, which require human approval before being sent. This versatile software caters to various industries, including plumbing, HVAC, electrical work, roofing, lawn care, pest control, and cleaning services, making it a valuable tool for trade professionals looking to streamline their operations and improve customer interactions. As a result, tradespeople can focus more on their core services while maintaining effective communication with their clients.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Make No 
Mycel No 
QuickBooks Online No 
Stripe No 
Zapier No 

Integrations

Make Yes 
Mycel Yes 
QuickBooks Online Yes 
Stripe Yes 
Zapier Yes 

Pricing Details

$79/month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
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 Yes 
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) No 
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 No 

Vendor Details

Company Name

QuoteLasso

Country

United States

Website

quotelasso.com

Vendor Details

Company Name

Martello Systems

Founded

2026

Country

United States

Website

tradesbackbone.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

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

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