Front office
Quotes out the same day. Followed up until someone answers.
Every quote request drafted from your real price book — tiered good-better-best where it fits — queued for your one-tap approval, sent, then bumped on a schedule until the customer says yes, says no, or the quote expires. Drafting is the easy half. Follow-up is nobody's job in most shops, and unanswered quotes are where jobs quietly die.
What this module does
Four capabilities that show up in week one.
01
Drafted from your price book
Your services, rates, materials, minimums, and travel rules captured once in onboarding. A quote request — from a call, an email, a form — comes back as an itemized draft in your format, usually the same day.
02
Tiered where it fits
Good-better-best options where the job supports it, built from packages you approved — because a customer choosing between your options isn't comparing you against someone else's number.
03
Sent on your approval
Every draft waits in your queue. Edit the numbers or send in one tap. The AI never invents a price — anything outside the price book comes to you as a question, not a guess.
04
Bumped until answered
A timed follow-up cadence in your voice with the quote reattached, until you get a yes, a no, or the quote expires. Every open quote sits on one board with its age, value, and next touch — so the pile has a shape instead of a smell.
How it works
Onboarding captures your price book and quoting rules — what you charge, what you bundle, what needs a site visit before a number goes out. Quote requests flow in from the Front Desk module, your inbox, or your website form, and drafts land in your approval queue itemized and ready to edit. Once you approve, the quote goes out and the follow-up cadence starts: timed bumps in your voice, quiet hours respected, stopping the moment the customer answers. Accepted quotes hand off to the Payments module for the invoice or deposit link. Jobs too custom to price from the book come to you first — the system drafts around your number, it doesn't make one up.
Integrates with
Compliance + guardrails
No quote sends without your approval, and the AI never invents a price — work outside the price book is escalated to you as a question. Discounts only within rules you pre-set; anything beyond them waits for you. Follow-up respects quiet hours, stops immediately on a "no," and never re-sends an expired quote as if the price still held. Every draft, edit, send, and bump is logged.
Availability
Included with any plan
FAQ
Common questions about Quotes & Estimates.
Our pricing is too custom for this.
Then the drafting half does less and the follow-up half — the half where jobs actually die — does exactly the same amount. Custom jobs come to you for the number, the system wraps it in your quote format, and the bump cadence runs on every quote either way. Most shops also find more of their work is price-book-able than they thought, once someone writes the book down.
Can it send quotes without me?
Only if you switch that on. Most owners start with everything through the approval queue; some later allow auto-send below a dollar threshold for standard services they've watched it quote correctly for a month. Above the threshold — and anything discounted — always waits for you.
What does the follow-up actually look like?
A default cadence of bumps at roughly 2, 7, and 14 days — short, in your voice, with the quote reattached and an easy way to say yes or ask a question. You set the cadence and the expiry date. It stops the moment they answer, and a "no" is treated as an answer, not an objection to overcome.
The rest of the business backend
Module 7 of 17 in the Morthn operating layer · See all 17