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What is QuoteLasso?

QuoteLasso is an online platform tailored for small contractors like roofers, painters, remodelers, and landscapers to manage their estimate follow-ups efficiently. Users can send estimate emails by either forwarding them or using the BCC feature, manually entering the estimate information, or importing it via a CSV file. The tool generates a structured follow-up sequence with three reminder messages sent out at intervals of 2, 5, and 10 days post-estimate, while also offering the flexibility to customize message templates and manually send communications if desired. Paid subscribers and those within the 14-day trial can automate these follow-ups for added convenience. When a customer responds, QuoteLasso promptly forwards the reply to the user's inbox and suspends any additional scheduled follow-ups. Each follow-up email includes an opt-out link, enhancing user experience. Unlike traditional CRM systems that often concentrate on pipelines and detailed analytics, QuoteLasso focuses exclusively on streamlining the estimate follow-up process for small contractors, ensuring they remain engaged with potential clients without added complexity. By simplifying communication, this approach significantly improves contractors' opportunities to win projects, fostering stronger client relationships. Furthermore, this focused strategy empowers contractors to dedicate more time to their craft while efficiently managing customer interactions.

What is Estimate Rocket?

Estimate Rocket offers a dependable framework for growth tailored specifically for contracting businesses looking to optimize their operations. It sends timely notifications that help you tackle project overruns before they develop into significant problems. With ease, you can create professional proposals, receive electronic signatures promptly, and automate follow-up communications. Additionally, invoices can be swiftly generated and sent out, complete with automated reminders, while providing clients the option to pay online for their convenience. The platform's features facilitate precise forecasting and management of labor and material costs through advanced project monitoring, which significantly reduces the time spent on administrative tasks. By lessening the burden of paperwork, payment collection, and client follow-ups, you can concentrate on what is truly important for your business. Instant access to essential information allows you to engage with clients and team members effectively from nearly any location. Unlike many software options that can be cumbersome, Estimate Rocket is designed for user-friendliness, enabling you to start using it within minutes. Moreover, its compatibility with all web-enabled devices and operating systems—including PC, Mac, Android, iOS, and Blackberry—ensures that you can manage your operations efficiently from any platform you choose. This adaptability makes it an essential resource for contractors seeking to enhance their productivity and streamline their processes, ultimately leading to better project outcomes. Embracing such technology can transform how you operate, leading to greater success in your business endeavors.

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$79/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

QuoteLasso

Company Location

United States

Company Website

quotelasso.com

Company Facts

Organization Name

Logical Engine

Date Founded

2013

Company Location

United States

Company Website

www.estimaterocket.com

Categories and Features

Categories and Features

Construction Estimating

Accounting Integration
Audit Trail
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Price Data / Price Books
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
What-if Analysis

Masonry

Not specified

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