Know what needs attention
See open value, active follow-ups, hot leads, recovered revenue, and overdue tasks at a glance.
Built for home-service teams
Close more of the estimates you’ve already earned.
Stop letting good jobs go cold. EstimateCloser gives your team one place to follow up, get a clear yes or no, and collect the deposit when the customer is ready.
No long-term contract Set up in minutes
Brightline Home Services
Sales pipeline
Open estimates
$42,850
Following up
8
Hot leads
4
Recovered
$18,400
Smart follow-up
Secure deposits
Faster decisions
Made for estimate-driven service businesses
HVACPlumbingRoofingElectricalRemodeling
One practical workspace
Follow every opportunity from quote to close.
Send polished proposals
Share a private estimate where customers can review the scope and accept or decline the work.
Keep conversations together
Connect follow-up messages and customer replies to the exact estimate they belong to.
Collect optional deposits
Let the business choose whether approval requires a deposit through secure Stripe Checkout.
Never miss the next step
Create due dates and tasks so promising work does not disappear inside a spreadsheet or inbox.
Build customer history
Keep contact details, notes, estimates, activities, and outcomes together for every customer.
A simpler follow-up rhythm
Less chasing. More closing.
Turn scattered customer follow-up into a repeatable workflow your whole team can understand.
- 01
Create the estimate
Add the customer, scope, line items, price, terms, and an optional deposit.
- 02
Share and follow up
Send the secure proposal and keep customer communication attached to the estimate.
- 03
Capture the outcome
Record approval, decline, payment, and recovered revenue without updating separate systems.
The hidden revenue problem
You paid for the lead. You visited the home. Don’t lose the job at follow-up.
Without a system
- Estimates get buried in inboxes and spreadsheets.
- Follow-up depends on someone remembering.
- No one knows why the customer went quiet.
With EstimateCloser
- Every opportunity has a clear next action.
- Messages, decisions, and tasks stay together.
- Revenue recovered is visible to the team.
Estimate recovery calculator
What could better follow-up be worth?
Potential additional booked work
$2,000 41× the $49 plan
Illustration only. Actual results depend on estimate volume, customer demand, pricing, and follow-up execution.
Founding customer offer
Start simple. Prove the revenue.
Everything a small service business needs to organize and recover open estimates, with direct onboarding support during early access.
Founding plan
$49/ month
- Unlimited customers and estimates
- Customer proposal decisions
- Stripe deposit collection
- Follow-up tasks and conversations
- Cancel anytime
SMS carrier usage and payment-processing fees are separate.
Straight answers
Questions contractors ask first.
Do I have to replace my estimating software?+
No. EstimateCloser can begin as the follow-up and closing layer for estimates your business already creates.
Can customers approve an estimate online?+
Yes. Each estimate can have a private proposal link where the customer reviews the scope and accepts or declines.
Are deposits required?+
No. The business chooses estimate by estimate whether approval requires a percentage deposit through its connected Stripe account.
Does EstimateCloser send unsolicited texts?+
No. Businesses must have valid customer consent before messaging. Recipients can reply STOP to opt out or HELP for assistance.
Where does customer communication live?+
Messages, manual contact notes, tasks, status changes, and decisions remain attached to the relevant customer and estimate.
Is this built for a large sales department?+
It is intentionally designed for owner-operators and small home-service teams that need a clear daily workflow without enterprise complexity.
Permission-based messaging
Clear opt-in language, STOP and HELP instructions, and stored consent records support responsible SMS use.
Your Stripe account
Customer deposits go through the contractor’s connected Stripe account—not an EstimateCloser balance.
Built for small teams
A focused workflow that an owner, office manager, or estimator can understand without technical training.
Your business workspace is ready when you are.
Create your account, enter your business details, and go directly to a private dashboard where you can add customers and estimates. No credit card is required to register.
SMS enrollment is optional. You can create and use your account without consenting to text messages.