A contractor workspace
Keep your business name, trade, service area, and approved business information together as the context for customer conversations.
Product features · QuotePilot AI
A clearer next step for every contractor conversation.
QuotePilot AI is a subscription-based follow-up platform for U.S. home-service contractors. Organize leads and estimates, draft approved answers, and move conversations toward possible appointments. The public features below describe the current workspace plainly, including where contractor review still belongs.
This page describes the product as it stands today. It does not promise delivery, integrations, billing, or a business outcome.
Workflow at a glance
Review before the next move
- 1LeadContact and estimate context
- 2ConsentReply, opt-out, and eligibility visible
- 3ReviewDraft the next conversation step
Customer replies, opt-outs, and consent eligibility stay visible before a follow-up draft is considered.
Available now
The contractor workspace, without the guesswork.
Built for U.S. home-service businesses that need a practical view of leads, estimates, and the conversation step that deserves attention next.
Lead and estimate visibility
Review lead contact details, an estimate value when one is provided, consent status, and the follow-up eligibility state in one place.
A visible next step
See whether a conversation has a recorded reply or manually confirmed booking outcome, then decide what your team should review next.
Reviewable message drafts
Prepare follow-up and reply drafts in the workspace so a contractor can inspect the wording before taking action.
Lead → estimate → next step
One shared view for the conversation.
A team can start with a saved lead, see the estimate context when it exists, check the conversation status, and decide whether a reply, a draft review, or a manual outcome update is the right next step. QuotePilot does not turn a draft into a sent message by itself.
Consent-aware follow-up
AI can help draft the next step. Your team keeps the boundary.
QuotePilot keeps the signals that matter in view before a follow-up conversation is prepared. The goal is a reviewable process grounded in the facts your business has approved.
Before follow-up
- Customer replies remain visible.
- Opt-outs remain visible.
- Consent eligibility remains visible.
Approved information only
- Drafts use the business facts an owner has approved for the workspace.
- Pricing, policies, availability, timelines, and guarantees that are not approved are not filled in by AI.
- When a customer question needs an unsupported detail, it is surfaced for contractor review instead of invented.
Planned / future setup
Clear about what is not live yet.
Roadmap ideas and configuration-dependent capabilities are separated from the current workspace so they are not mistaken for available product behavior.
- Live email or SMS delivery is not active in the current product.
- Connected third-party integrations are not active in the current product.
- Recurring billing is available after the owner completes Polsia Setup payments.
- Automated delivery and scheduling depend on future setup and are not implied by a saved draft.
A saved draft is a review artifact, not proof of delivery, integration, billing activation, booked work, response rates, or revenue.
Start with the current picture
Have a contractor workflow to talk through?
Email the QuotePilot AI team for a conversation about the workspace that is available today. For common questions, the contractor FAQ is also available.