You did the site visit. Then the day happened, and the week, and by the time the quote went out they had two others. Speed is most of the win rate, and it has nothing to do with how good your price was.
The quote you send three days late is competing with one that arrived the same afternoon. LoadBear drafts it from your rate card while the visit is fresh — you approve, it goes.
By day three they have decided, or they have stopped caring. The work you did to win the visit is spent, and it converts at a fraction of what it should.
Quoting is admin you do when the paid work stops. So it competes with your evening, and your evening usually wins.
The quote goes out and sits. Following up feels like nagging, so it does not happen, and a deal you had is quietly gone.
Describe the job the way you would tell your mate. It prices it from your own rate card — the prices you set, nothing estimated — and puts the document together. Anything your rate card does not cover, it does not guess at: it comes back to you.
You read it and approve it — it never sends on its own. Then it follows the quote up, takes the deposit, and chases the invoice on the terms you set.
Where we are: the follow-up engine is built and switched on per business as we onboard it, rather than running for everyone by default. Whether it is chasing for you yet is switched on with you at setup, not assumed.
This is the page where that discipline earns its keep, because these are the statuses you will repeat to a customer.
If it says the quote went out and it did not, you will tell a customer it is on its way. That is your credibility spent on our bug — which is why this is a rule and not a nice-to-have.
A voice note, a typed line, or straight from what the site visit already recorded.
Your rate card, your terms, your deposit rules — and nothing else. A price it does not have, it asks you for.
Sends, follows up, takes the deposit, and chases the invoice — without you having to be the one who nags.
Quotes land the same day, get followed up without you, and the money arrives without a conversation you were dreading.
You keep losing work you had already won, to a competitor whose only advantage was answering faster — and the invoices age because chasing them is nobody’s favourite job.
Only from your rate card — the prices you set, or a price you give it. It never estimates one: a job your rate card does not cover comes back to you with nothing priced. You decide every number — it removes the typing, not the judgement.
No. Anything that reaches a customer or touches money stops for approval, every time.
Deposit terms and a payment link go with the quote. Exactly which payment providers are wired is worth confirming for your setup rather than promising here.
It follows up on a schedule you set, in your tone, and stops when they respond or when you tell it to.
See a quote built and sent in the live demo — priced from a real price list.
A real front office you can click through, loaded with practice data. No signup, no card.