Subscription follow-up workspace for U.S. contractors

Give every lead and estimate a clear next step.

QuotePilot AI is a subscription-based platform for U.S. home-service contractors. It organizes follow-up for untouched leads and estimates, drafts answers from approved business information, and moves conversations toward a possible appointment.

Organized follow-up for the work already on your plate.

Create your workspaceTry the illustrative demo

A reviewable path forward

  1. 01A lead or estimate needs attention
  2. 02A follow-up draft is ready for review
  3. 03A reply can move toward a possible appointment

Built for U.S. home-service contractors

  • Roofing
  • HVAC
  • Plumbing
  • Electrical
  • Remodeling
  • General contracting
  • Landscaping
  • Painting
Illustrative product demo

See the review step before a follow-up moves forward.

This sample lead shows how a contractor can check context, consent, and next-step guidance in one place. Change the illustrative consent state to see the local outcome.

No account is needed. This demo does not load or save a lead, send or queue email, or book an appointment. Refreshing the page discards your selection.

Sample review workspace

Illustrative lead review

Sample only

Illustrative lead context

Illustrative name
Jordan Lee
Illustrative request
Roof repair estimate
Illustrative estimate
$8,400 sample value
Illustrative outcome
No reply or booking recorded
Illustrative consent state

Illustrative eligibility outcome

Eligible for contractor review

Illustrative consent is granted and no reply or booking outcome is recorded.

Illustrative follow-up draft

Review only — never sent from this demo

Sample draft

Illustrative subject

Illustrative follow-up: your roofing project

Illustrative body

Hi Jordan, Thanks for reaching out about your roofing project. We have your inquiry on file and would be glad to review the next step with you. Please reply when convenient so the contractor team can review the project details. — Sample Contractor Team

Review guidance: check the illustrative context and approved business details before taking any real-world action. This sample draft is not sent or queued.

Follow-through, by design

A clear workflow for the conversations that matter.

From a new inquiry to an outstanding estimate, QuotePilot keeps the follow-up state visible and makes the next step clearer for your team and your customer.

01

Give new inquiries and estimates a next step.

Prepare the supported owner-scoped email follow-up draft for review. Track customer replies, opt-outs and consent-aware eligibility; QuotePilot does not currently send live email or SMS.

02

Answer with the facts your team approved.

Review-only AI reply drafts use approved business information. Unsupported pricing, policies, availability, timelines or guarantees go to contractor review instead of being invented.

03

Move a conversation toward a possible appointment.

When a customer replies with interest, keep the next step visible for your team. QuotePilot does not provide calendar integrations, confirmations, reminders or guaranteed bookings.

04

Keep the handoff easy to review.

See whether a lead is new, in follow-up, replied, opted out or manually marked booked—without treating an estimate as confirmed revenue or claiming a customer result.

Review-first AI. Clear guardrails.

Useful drafts, with the boundaries in view.

QuotePilot uses only owner-approved business information. If pricing, policy, availability, timeline or guarantee details are not supported, the issue is sent to contractor review instead of being invented.

Eligibility and consent

Visible before follow-up

New inquiries and outstanding estimates can account for customer replies, opt-outs and required consent. SMS eligibility does not mean live SMS delivery.

Drafts, not delivery

Owner review stays in the loop

The supported email workflow is one owner-scoped follow-up sequence with ordered steps. Sequence drafts and reply drafts remain for contractor review; live email sending is unavailable until the required credentials are connected.

Subscription plans

Informational pricing for contractor teams.

Three recurring plan options for U.S. home-service contractors. Checkout becomes available after the owner completes Polsia's built-in Setup payments flow.

Starter

$99

Professional

$199

Premium

$349

Checkout is gated until the owner completes Polsia's built-in Setup payments flow. View pricing

Talk through your workflow

See whether QuotePilot AI fits your process.

Tell us how your team handles new inquiries and outstanding estimates. We can talk through the supported follow-up and review workflow.

Contact and supportquotepilot-ai-8@polsia.app