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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

TradesInvo is a comprehensive cloud-based software solution designed specifically for tradespeople and small service teams in the UK. This platform integrates various functions including lead capture, customer and property management, quotes, job oversight, technician scheduling, invoicing, and payment tracking into a streamlined workflow. Users can easily generate quotes inclusive of UK VAT, allocate tasks to team members, maintain site and equipment notes within customer profiles, track overdue invoices, and automate reminders and requests for reviews. The reporting dashboards provide vital insights on metrics such as quote conversion rates, revenue generated per technician, and sources of leads. Additionally, the AI-powered features assist in drafting quote language, follow-up communications, responses to reviews, and summaries, all for user approval prior to dissemination. Designed for independent tradespeople and small teams in sectors like plumbing, heating, electrical services, and cleaning, the platform equips users with the necessary tools to manage every aspect of their operations from initial inquiries to the completion of jobs and receipt of payments, all accessible via a web browser. Ultimately, TradesInvo streamlines the business processes of trades professionals, enhancing efficiency and productivity in their day-to-day operations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

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

£0/month
A free plan is available for one user. Paid plans are £49/month (Starter), £149/month (Growth) and £299/month (Pro), per workspace, billed monthly in GBP excluding VAT. The plans add features and team capacity; the page states no contracts, cancellation at any time and no setup fees.
Free Trial Yes 
Free Version Yes 

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

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

TradesInvo

Founded

2026

Country

United Kingdom

Website

tradesinvo.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

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

No Alternatives

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