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Field guide · Win more customers

Quotes that close.

Talk into your phone on the way back to the truck. By evening there's a clean, branded proposal priced from your own past jobs, waiting for you to check and send.

Same dayfrom site visit to proposal
Your pricestaken from jobs you've done
Nothingsent without your OK
From $99 a month Real examples
Greenline Landscaping · after a site visit3:52 PM
Voice memo · 2 min+ 6 photos
"Backyard for the Nguyens. Interlock patio, about 400 square feet, a low wall on the east side, sod the rest. They want it done before July."
Priced from your jobs3 similar
Matched to three patios you did this year. One gap flagged: the wall height wasn't mentioned.
Scope, in plain wordsNot included
You approvedSent
Proposal for $24,900 sent from your email. Logged in SimpleUP CRM.
Example with made-up names

A quote lost to a slow evening is still lost.

The first clear quote usually wins.

Most owners spend an evening per job turning notes into a proposal, and each one comes out looking different. By the time it's sent, the customer has two others. A clear quote that arrives the same day, with the scope spelled out, is easier to say yes to.

Without it

  • Two or three hours of your evening per quote
  • Prices worked out from memory
  • A different format every time
  • Arguments later over what was included

With it

  • A draft proposal the same day
  • Prices based on jobs you've actually done
  • Your logo and layout, every time
  • A clear "not included" list that prevents disputes

What it looks like in real businesses.

Three rough starting points, and the proposal each one became.

Renovation contractorOakville · bathrooms
What the owner gave it
Six photos and a note: "main bath gut, walk-in shower, heated floor, keep the window".
Proposal Ready same day
Four priced sections, a six-week timeline, a 30% deposit, and "Not included: moving the plumbing stack, mould remediation if found".
CateringWhitby · weddings
What the owner gave it
Notes from a tasting: 120 guests, plated dinner, late-night snack table, gluten-free options.
Proposal Priced from past weddings
A branded quote with per-guest pricing, delivery and setup, a deposit to hold the date, and what happens if numbers change.
Bookkeeping firmHamilton · monthly clients
What the owner gave it
The transcript of a 30-minute call with a new restaurant client.
Proposal One gap flagged
A monthly engagement letter with scope, price and start date. One line left for the owner: the payroll headcount never came up.

How it works, step by step.

  1. 1

    Give it whatever you have

    A voice memo, photos, a call transcript, drawings or a few lines typed on your phone. No forms to fill in.

  2. 2

    It prices from your history

    It finds two or three similar jobs you've done and builds from those. If there's no match, it leaves the line blank for your number rather than guessing.

  3. 3

    It builds on your template

    Your logo, your layout and your terms. Scope in specifics, a timeline, the deposit and a clear "not included" list.

  4. 4

    It flags what's missing

    A measurement nobody took, a date nobody set. Each gap is listed so you can fill it in or state the assumption.

  5. 5

    You check it and send it

    Change anything you like. Once you approve, it goes from your email as a PDF and is logged in SimpleUP CRM.

You stay in charge.

Nothing goes out without youEvery proposal waits for your review. Nothing is sent until you approve it.
No invented pricesEvery number comes from your price list or your past jobs. Where there's no match, it asks you.
It looks like your quotesIf you have a template, it stays your template. We match it rather than redesign it.
Gaps are flagged, not guessedAnything missing from your notes is listed at the top, so it never slips into the final price.

One price. One job done.

$99a month
+ $199 one-time setup · Month to month. Cancel any month.
  • Proposals from voice memos, photos, notes or call transcripts
  • Priced from your own past jobs and price list
  • Built on your template, with a clear "not included" list
  • Missing details flagged before you send
  • Sent from your email and logged in SimpleUP CRM
What's includedUp to 20 proposals a month on 1 branded template.

Secure checkout. You can remove it before paying.

Works well with

Each is priced on its own. Add any of them to the same checkout.

Follow-ups that never stop
$99 a month
Bookings, reminders and rebooking
$79 a month
Get more 5-star reviews
$99 a month

Questions owners ask.

Where do the prices come from?

Your price list, past quotes and past invoices. It never makes up a rate. If there's nothing comparable, it leaves the line for you to fill in.

Do I need a template?

No. If you have one, it uses yours. If you don't, we set one up with you and it becomes your standard.

Can it answer a tender or an RFP?

Yes. Upload the document and it builds your response around what they asked for, with the same pricing rules.

Does it chase the customer afterwards?

Not on its own. Pair it with Follow-ups that never stop and every quote gets a nudge on day 1, 3 and 7.

Can I cancel?

Yes, any month. Setup is a one-time fee.

Send the quote while they're still deciding.

Add it to your plan, or talk it through with us first.

See the priceBook a 20-minute call