FOR THE ESTIMATOR
Quote Pilot
Auto follow-up that closes more estimates.
The Estimator sends the estimate and the platform takes it from there. Follow-ups go out on schedule, and accepted estimates land in the right system without any manual handoff.
- Time back
- 20 min
- per estimate
- Cost
- 60¢
- 120 Rivets per estimate
How it works.
4 steps, and your team only touches the ones that need a person.
- 1.
The estimate is hosted and delivered
The estimate is presented to the customer on a branded template hosted on the platform, delivered through the Estimator's preferred channel.
- 2.
Follow-ups go out automatically
If the customer has not responded, follow-ups go out on the configured cadence by email, text, or AI call.
- 3.
Accepted estimates are handled
When a customer accepts, the platform triggers the configured downstream actions and hands the estimate into the existing software that touches the sales process.
- 4.
The Estimator stays focused on selling
The follow-up cadence, the delivery, and the handoff all run without the Estimator managing them.
Try it.
A small working model of Quote Pilot. Nothing here touches a real customer.
Skip through the follow-ups on an open estimate and watch them go out until the customer says yes.
A day for the Estimator.
- 9:00 AM
The Estimator sends five estimates and sets a calendar reminder to follow up Thursday if there's no response.
- 11:00 AM
They follow up on three of the five by email. Two get responses. One estimate slipped through with no follow-up because the reminder was missed.
- 2:00 PM
A customer accepts. The Estimator copies the details into the CRM by hand and notifies the scheduling team.
- 4:30 PM
Two estimates from last week are still open and the Estimator cannot tell whether they were ever read.
- 9:00 AM
The Estimator sends five estimates through Quote Pilot and moves on. The follow-up cadence starts on its own.
- 11:00 AM
Follow-ups have already gone out on schedule by email and text. Two responses are in, and the Estimator is notified about the ones that need attention.
- 2:00 PM
A customer accepts. Quote Pilot triggers the downstream handoff automatically and the Estimator gets a notification. No manual transfer.
- 4:30 PM
The dashboard shows all five estimates: two accepted, two with follow-ups still scheduled, one declined. The full picture, with no chasing.
What it won't do.
So nobody's surprised later.
- Does not generate or price the estimate; the Estimator still owns what goes on it.
- Does not handle declined estimates or negotiate on the Estimator's behalf.
- Does not replace CRM or field service management functionality.
- Does not manage the sales pipeline beyond the estimate lifecycle.
More for the Estimator.
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
