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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 InstaBid?

InstaBid is a web-based solution designed for estimating and finalizing projects, specifically crafted for residential contractors and specialized trades. It enables users to create detailed and customizable estimates using an online form, allowing them to accurately evaluate material and labor costs, adjust pricing and markup, and determine the best timing for submitting their bids to clients. The platform encompasses the entire process from obtaining approvals for proposals and contracts to collecting deposits through Stripe and organizing schedules on a calendar. Furthermore, it offers features such as managing signed change orders, following up with clients, soliciting bids from subcontractors, and producing branded PDF estimates for contractors. By providing this all-inclusive approach, InstaBid seeks to simplify both the estimating process and client interactions into a cohesive workflow that empowers smaller contracting businesses to manage their projects from the initial idea all the way to an accepted proposal and a scheduled start date. This seamless integration of various tools and processes not only alleviates administrative tasks but also allows contractors to dedicate more of their time to executing high-quality work. With InstaBid, contractors can enhance their operational efficiency and improve their overall service delivery.

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Media

Integrations Supported

Integrations Supported

Google Calendar
Stripe

API Availability

API Availability

Pricing Information

$79/month
Free Version
Free Trial Offered?

Pricing Information

$99/month
Solo is $99/month for one trade; Crew is $249/month for three trades; Shop is $499/month for all trades. A free trial is offered.
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

Company Facts

Organization Name

QuoteLasso

Company Location

United States

Company Website

quotelasso.com

Company Facts

Organization Name

InstaBid

Company Location

United States

Company Website

instabid.pro

Categories and Features

Categories and Features

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