What we buildQuoting and getting paid

Quoting, and actually getting paid

Most work is not lost to a better price. It is lost to silence, at both ends. This is the part that sends it, chases it, closes it and collects.

Who this is for

For a business with quotes sitting out there and invoices nobody has time to chase.

The rung that usually pays for itself first

What it looks like now

Three things that keep happening

  • The quote gets written up in the evening, or not at all.
  • Chasing feels rude, so it does not happen, and in three weeks the job is gone.
  • The work is finished and the invoice goes out whenever somebody remembers.

What gets built

Quoting and getting paid

Day zero to day eight, and nobody made an awkward phone call.

Money

Your company

Live

Quoted out

$28,400

4 open, 1 quiet

Owed to you

$38,200

1 past 60 days

Open$38,200 out

This month, by the system

Auto

34 chased

Quotes and invoices followed up without a person

Quotes from anywhere

Written where the work is, sent before you get back to a desk.

Your usual jobs, already priced

So a quote takes a minute instead of an evening.

Follow up on its own

On a schedule, until there is an answer either way, and it stops the second there is one.

Accepted on a phone

Signed and agreed without a printer or a second visit.

Deposits taken with the yes

The money moves at the moment they are ready to spend it.

Invoices that chase themselves

Reminded on the day they age, not the day somebody notices.

What changes

How the week is different

  • Quotes go out the same day, every day.
  • Nothing sits unanswered because chasing felt awkward.
  • Work that is finished cannot quietly go unbilled.

And some of it needs nobody at all

Where the work repeats and the rules are clear, software does it and a person keeps the exceptions.

app.yourcompany.com/automations

Who does what

5 things run on their own. 1 kind reaches a person.

Running
First reply to a new messageInside 10 seconds, with a name on itThe system
Sorting what came inCall, text, form and email into one listThe system
Offering times that are freeFrom the live calendar, per crewThe system
Following up on a quoteDay 2, 5 and 9, until there is an answerThe system
Reminding an unpaid invoiceDay 3 and 10, then a personThe system
Anything out of the ordinaryHanded to you, with the history attachedYou
160 things done this month. 1 needed you.Every one counted

Asked most often

What people ask about quoting and getting paid

How many times does it chase?
As many as you are comfortable with, and it stops the moment they answer either way. Two is usually plenty.
Does it feel like spam?
Not if it is written like a person and it stops when it should. Both of those are settings, and we set them with you.
Can it take money?
Yes. Deposits at acceptance and balances on completion, straight into your account.

Twenty minutes, and you know what we would build

Twenty minutes on the phone. Bring a number for how many quotes go quiet in a month; that is the whole conversation.