Win more of the work you’re already quoting.
6 ways to take work off your plate.
Start with one. Every project gets a fixed written quote first, and model usage, voice minutes and texting fees are billed to you directly, at cost.
- Quote Follow-Up AgentEvery estimate gets polite, consistent check-ins until the customer replies.How it works
- Lead Intake & Routing AgentLeads from your form, email, Angi and Google land in one list with an instant reply.How it works
- Lead QualifierThe first call starts with everything you need, and fewer calls go to people you can't help.How it works
- Live Inventory ConciergeBuyers get answers about the exact home or plan they're looking at, from your live listings, and serious buyers reach your sales team in seconds.How it works
- Estimate Drafting AssistantEstimates come together faster from your own price list, and you still set the final price.How it works
- Proposal & Contract PrepAccepted quotes become a ready-to-sign proposal and deposit invoice without retyping.How it works
Quote Follow-Up Agent
Every estimate gets polite, consistent check-ins until the customer replies.
Works behind the scenes
How it works
- 01Starts when an estimate is sent
- 02Sends friendly check-ins on a schedule you set (for example day 2, 7 and 14)
- 03Stops the moment the customer replies
- 04Routes replies to you
- 05Sends you a weekly list of open quotes
Lead Intake & Routing Agent
Leads from your form, email, Angi and Google land in one list with an instant reply.
Works behind the scenes
How it works
- 01Collects leads from every source
- 02Removes duplicates
- 03Sends an instant acknowledgment
- 04Assigns each lead to the right person by service or area
- 05Logs it in your CRM or lead sheet
Lead Qualifier
The first call starts with everything you need, and fewer calls go to people you can't help.
Talks to your customers
How it works
- 01Asks your intake questions (service, location, timeline, budget range, photos)
- 02Checks answers against criteria you set
- 03Books qualified leads and politely points others elsewhere
- 04Sends you a one-paragraph brief before the call
Live Inventory Concierge
Buyers get answers about the exact home or plan they're looking at, from your live listings, and serious buyers reach your sales team in seconds.
Talks to your customers
How it works
- 01Knows which home, plan or community the buyer is viewing
- 02Answers from your current listings: price, square footage, lot, features and availability
- 03Compares homes and suggests others that fit what the buyer asks for
- 04Sends serious buyers to your sales team with the conversation attached
- 05Updates automatically as homes are added, change price or sell
Estimate Drafting Assistant
Estimates come together faster from your own price list, and you still set the final price.
Works behind the scenes
How it works
- 01Estimator describes the scope in plain language
- 02Pulls current price-list items and standard line items
- 03Creates a draft estimate in your quoting tool
- 04Flags missing items and assumptions for review
Proposal & Contract Prep
Accepted quotes become a ready-to-sign proposal and deposit invoice without retyping.
Works behind the scenes
How it works
- 01Takes the accepted quote
- 02Fills your proposal or contract template
- 03Sends for e-signature after you approve
- 04On signature, creates the job and the deposit invoice
Bundle agents, pay less for each.
Agents built together share one setup, one knowledge base and the same connections, so every agent you add costs less than buying it on its own. These bundles come up most often in audits, and your fixed quote shows the bundle price.
- 2 agents · bundle pricingQuote-to-CloseBest for: an easy first project that works behind the scenes.
- 2 agents · bundle pricingQualified PipelineBest for: builders and larger-ticket jobs.