What’s included
The admin around every job, handled on time.
Before & after
Less chasing. Fewer no-shows. A calmer week.
Today
- Quotes go out days late, then go cold
- Back-and-forth emails just to find a time
- No-shows because reminders depend on free time
With Quote & Booking
- Quote details collected up front, drafts ready to review
- Customers book and reschedule themselves
- Reminders go out automatically, on schedule
Human in the loop
Your team stays in charge.
Approval points
- Every quote reviewed before it’s sent
- You control which times are bookable
- Onboarding documents approved by you
Data safety
You own your data and your accounts. We use only the information a workflow needs, document where it lives and review your privacy obligations—including PIPEDA—before anything is built.
Escalation
Unusual requests, special pricing and scheduling conflicts are flagged for a person to handle directly.
Who it’s for
For busy teams juggling quotes, calendars and paperwork.
A good fit if you book appointments, site visits or consultations, or send quotes regularly.
Common use cases
- Estimate requests
- Site-visit booking
- Appointment reminders
- Rescheduling
- Client welcome packs
- Document collection
Indicative investment
Clear pricing before any work begins.
Quoted at a fixed price after your Blueprint. The range depends on:
- How many steps from quote to booked job
- Calendar, dispatch or accounting tools involved
- Onboarding documents and checklists needed
Typical project range · Quote & Booking
C$7,500–20,000
A range, not a promise. Your fixed price is agreed in writing before we start.
Book a Free Blueprint Call
Yes, those are the most common. We confirm the tools you use during the Blueprint.
Of course. Online booking is an option, not a replacement for a friendly phone call.
We prepare them. A person on your team reviews and sends every quote.