Fix · Estimates

Quotes win jobs when they go out fast.

Fill in a short estimate form and get back a ready contract and one email with the signature step and deposit link. You review it and click send, and the customer can sign and pay in minutes.

How It Works

Fill it in. Review it. Send it.

01

Fill in the estimate.

A short form on your phone or laptop: customer, scope, price, deposit percentage.

02

Review one draft.

Your contract with every field filled in, and one email with the welcome, the signature step and the deposit link.

03

Send and get paid.

You approve and send. You're notified when it's signed and when the deposit lands.

The Email

Here's what your customer gets.

Illustrative example. Fictional business, not client results.

One email · Welcome, signature, deposit

Your estimate from Redfern Plumbing & Heating

From
Redfern Plumbing & Heating
Subject
Your estimate from Redfern Plumbing & Heating

Hi Sam,

Thanks for having us out on Tuesday. Your estimate is below. Everything is in this one email: review and sign the contract, then pay the deposit to get on the schedule.

Scope

Replace the 50-gallon gas water heater, haul away the old unit, permit and inspection included.

$3,800

Questions? Just reply to this email.

Customer email

What's included

Everything it takes, in one price.

  • An estimate form built around your services and pricing.
  • Your contract template set up so every field fills in automatically.
  • One combined customer email with the welcome, e-signature and deposit link.
  • Works with the e-signature and payment tools you already use (for example PandaDoc, DocuSign, Stripe, Square, QuickBooks).
  • Signed and paid alerts, plus a gentle reminder if a quote sits unsigned.
  • A monthly report on quotes sent, signed and deposits collected, and the average days to sign.

Your part

What I need from you.

  • Your current contract or proposal template.
  • A 45-minute setup call to walk through how you quote today.
  • Access to your e-signature and payment tools.

The Guarantee

Faster than today, or I fix it.

If sending a quote takes longer than it does now, I fix it free or refund your setup fee.

Questions

Frequently asked questions

Do I have to switch tools?

No. It works with the e-signature and payment tools you already pay for.

Are there other costs?

Only the e-signature and payment processing fees you already pay, which stay on your own accounts. My setup and monthly care cover everything else.

Who writes the contract terms?

You do, or your attorney. I set up your existing template. I don't rewrite legal terms.

Does anything go out without me?

No. You review and send every quote.

Can I cancel?

Yes. Monthly care is month to month with 30 days' notice, and your templates and records stay yours.

Start

Send the next quote the same day.

Twenty minutes, free. I'll confirm the fix suits your business, then send you an order form.

Book a 20-minute fit check

$1,000 setup, then $95 a month. Live in 2 weeks.

Not sure which fix? Start with the Assessment →