LC Integrations Automations Free open-quote audit
Menu
A quoting fix for trades

Give every quotethree ways to say yes.

A quote with one number leaves the customer two answers: yes or no. We set your quotes up to go out as three options, one add-on line and a link to your own lender. You set every price.

We never show an interest rate. Price: Quote.

Sam R.Text message, fence quote

    One number leaves them two answers.

    "I give one number and they pick yes or no."

    The problem in plain words. Our wording, not a client quote.

    "We need to think about the money."

    Where big jobs stall. Secondary source: pipelineon.com, a financing blog.

    You priced the job you'd do. They're holding it up against the cheapest bid, or against doing nothing this year.

    With one number, the only thing left to talk about is the number. Three options give them a cheaper way in, the job you'd recommend, and a bigger one if they want it. A lender link gives the "we need to think about the money" customer something to check tonight, before they go quiet.

    Try it

    Build a three-option quote.

    Pick a sample job and split the one number into three. Turn on the add-on line and the lender link, then tap through the quote the way your customer would.

    1. Pick a sample job
    2. How the quote goes out
    3. Extras on the quote

    Split it into three options first. That's when the extras turn on.

    Quote for Sam R.Cedar Line Fence
    One price

    Fence replacement, 140 ft

    Their total$8,400
    What you'd see on your phone

      What we set up, start to finish.

      You give us your prices and a few recent quotes. We build the templates and you approve each one before a customer sees it.

      You send us your price list and ten recent quotes.

      Whatever you price from today: a spreadsheet, a price book, or your last few quotes. We look for the jobs you quote most and what changes between a cheaper and a better version of each.

      What options could be worth to you.

      Put in your own numbers. Start with a small change in your close rate and see what it does to gross profit.

      Try a sample example
      Jobs you'd quote with options.
      What a typical quote is for today.
      What's left of a job after materials and labor.
      Out of every 100 quotes, how many say yes.
      Our default is 3 points above your number now. Change it to what you think is real.
      Some will pick the top option or the add-on. Put 0 to leave this out.

      Why we start you low. One contractor software seller reports quotes with options closing 52% of the time against 42% for a single price (secondary source: simprogroup.com). That's vendor data, not ours, so the default here is a 3-point change.

      Example extra gross profit a month

      $2,604

      • Extra jobs a month 0.6
      • Extra sales a month $7,440
      • Extra gross profit a year $31,248

      20 quotes × 30% = 6 jobs now at $8,000. With options: 20 × 33% = 6.6 jobs at $8,400. Extra sales $7,440 × 35% margin = $2,604 gross profit a month.

      Who it's for, and what we need from you.

      A good fit

      • Trades that quote jobs over about $2,000 with a real cheaper and better version: fencing, roofing, siding, HVAC replacement, paving, decks, remodels.
      • You hear "we need to think about it" more than you hear a flat no.
      • You already offer financing, or want to sign up with a lender yourself.
      • Not a fit for small service calls or repair work priced by the hour. One number is fine there.

      Who it's built for

      • Your prices. A price list, a price book, or ten recent quotes we can work from.
      • About an hour to check the three options and the add-on for each job type.
      • A lender account, if you want the link. You sign up with the lender. We add your link to the quote.
      • Quotes sent from one place. We set that up if you write quotes by hand or in a document now.
      QuoteFrom how many job types you quote

      A one-time setup and a small monthly fee, quoted after the free audit. It's included in Quote Closer Desk and Revenue Engine, and adds on to Every Quote Chased.

      What it won't do.

      Better you hear it now than after the first month.

      • We don't lend money.Financing comes from your lender, on their terms. They decide who qualifies. We only put your link on the quote.
      • No rates or monthly payments on the quote.A payment amount depends on a rate, and that's the lender's to show. The customer sees it on the lender's page.
      • Some people still pick the cheapest one.That's a job you would have lost with one number. Make sure your cheapest option is still a job you want.
      • It won't fix a price that's off.If your prices are well above the market, three options make that easier to see. You set every number.
      • It needs your prices up front.If every job is priced from scratch, we start with the two or three job types you quote most.
      • We can't tell you your new close rate.The math above is an example with your numbers. After a few months you'll see your own count of accepted quotes and which option they picked.

      Get it on its own, or inside a package.

      Every Quote Chased makes sure every quote gets followed up. This fix changes what the quote says. Quote Closer Desk and Revenue Engine include it.

      GoodAdd it on

      Every Quote Chased

      No quote goes cold and no caller waits.

      • Follow-up on every quote at day 2, 7, 30 and 60, stopped by any reply
      • Missed calls get a text asking what the job is and where
      • A monthly report with the dollars that came back

      Built for: 1 to 5 truck shops quoting jobs over $2,000.

      From $1,500+ $497/mo, exact quote on the call
      BetterIncludes this fix

      Quote Closer Desk

      Old quotes re-closed, new ones bigger, after-hours calls booked.

      • Everything in Every Quote Chased
      • Good, better and best options on quotes, with your own lender link
      • One pass over the last 12 months of open quotes, by email unless they opted in to texts
      • Questions on the quote answered by text from your fact sheet, never a made-up price

      Built for: shops sending 15+ quotes a month on $5,000+ jobs.

      From $3,500+ $1,297/mo, exact quote on the call
      BestIncludes this fix

      Revenue Engine

      Members paying monthly, past customers coming back, one number at 7am.

      • Everything in Quote Closer Desk
      • Membership plans billed monthly, with clear renewal terms and one-click cancel
      • Freeze, wind, heat and heavy-rain alerts to your past customers
      • A 7am owner text, a Friday scorecard and a quarterly review

      Built for: shops with 500+ past customers and someone in the office.

      From $7,500+ $2,497/mo, exact quote on the call
      One of oneOne client at a time

      Everything Handled

      Your whole front office, run for you.

      • Everything in Revenue Engine
      • Phones answered 24/7, booked and routed, every call logged
      • Every follow-up, reminder, review ask, re-book and collection text run by us
      • Schedule kept current, inbox triaged daily, one text with the 3 things that need you
      • Hiring run for you, listing and ads kept current, a monthly ad creative batch
      • Weekly ops call, Friday numbers and a named line to Chase
      • Your own CRM, included

      Built for: 10+ trucks or 4+ bays with someone already in the office. By conversation, not a form.

      Our promise: if the first 90 days don't show at least $10,000 recovered, your next month is free.

      From $25,000+ $10,000/mo, exact number on the call

      Goes well with:Old quotes turned into jobsPhoto to estimate rangeQuote questions answered by textAll fixes

      Fair questions.

      Will the quote show a monthly payment?

      No. A monthly payment depends on a rate, and only the lender can quote that. The quote has a link to your lender's page, and the customer sees their own options there.

      Do I need a lender to use this?

      No. The three options and the add-on line work without one. If you want the link later, you sign up with a lender and we add it.

      Which lender should I use?

      The one you already use, if you have one. Wisetack and Hearth are two that many trades use. We don't pick one for you and we aren't paid by any lender.

      Won't three prices confuse people?

      Each option says plainly what's in it, so the difference is easy to see. The middle one is marked as the one you'd pick. Three is the limit.

      Can I change the options on a job?

      Yes. The templates are a starting point. You can change any line or price before you send, or send one number when a job only has one right answer.

      Does this work on my old quotes too?

      Yes. When an old quote comes back to life, you can re-send it as three options. Old quotes turned into jobs is the fix that goes back for them, by email unless the customer opted in to texts.

      How do I know if it's working?

      You'll see how many quotes were accepted, which option people picked, and how often the add-on got ticked. Compare that to the months before.

      How many quotes go out as one number?

      Text Chase the jobs you quote most. On the free audit we'll tell you which ones split well into three options, and which don't.

      Email Chase