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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
Quoter users comprise retailers of building materials and general contractors focused on residential projects. Specifically designed by estimators for estimators, Quoter XR offers a cost-effective solution for those in search of an estimating software that is both straightforward and advanced. With the use of project templates and pre-built assemblies, users can generate comprehensive and dependable quotes with remarkable speed. You can estimate the cost of a whole house in just 15 minutes, encompassing everything from the foundation to the roofing, rather than limiting it to just the framing! However, rapid estimating is merely one aspect; Quoter XR has been meticulously refined with the insights of various lumberyard estimators and homebuilders nationwide, making it the most trustworthy estimating software available. The templates and assemblies provided by Quoter XR cater to a wide range of estimating requirements. Users have the flexibility to set their own waste factors and retain them for future quotations. Additionally, the software allows for the option to generate product lists based on individual estimating preferences, ensuring it includes all necessary features while excluding any unnecessary elements. Overall, Quoter XR is designed to enhance your estimating efficiency and accuracy significantly.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$79/month
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
QuoteLasso
Country
United States
Website
quotelasso.com
Vendor Details
Company Name
Quoter Estimating Software
Country
Canada
Website
www.quoteronline.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
Construction Estimating
Accounting Integration
Yes
Audit Trail
Yes
Bid Management
No
Billing & Invoicing
No
Building Product Database
Yes
Calculators
No
Change Orders
No
Contract Management
Yes
Cost Database
No
Customer Management
No
Customizable Templates
Yes
Electrical Estimating
Yes
HVAC Estimating
Yes
Historical Database
Yes
Job Costing
No
Plumbing Estimating
Yes
Price Data / Price Books
No
Project Management
Yes
Quote Management
Yes
Reporting/Analytics
Yes
Scheduling
No
Subcontractor Management
No
Takeoff
Yes
What-if Analysis
Yes
Alternatives
No Alternatives
