DO IT YOURSELF
The workspace
$0free to use · no card required
Keep estimates, notes, and drafts together in a private saved workspace.
- Explore with fictional sample records
- Add, edit, import, and review estimates
- Edit and copy follow-up drafts
- Record outcomes and export a CSV backup
- Download a readable, printable handover
Open your free workspace ↗Sign in and save after changes. Up to 5,000 estimates within a 1 MB online save limit. Each account has a separate worklist; no shared team access or CRM sync.
FOUNDER VALIDATION REVIEW
Start with five estimates
$99USD · one-time introductory fee
For a home or property service business that wants to test the workflow on a small, defined set of valid open estimates.
- Review of up to 5 unresolved estimates
- Prioritized worklist and editable drafts
- Missing information and contact restrictions flagged
- Concise findings summary and CSV handover
Discuss the review ↗Opens your email app. Or email quoterescue.team@gmail.com.
Review payment details →Scope and start date agreed first. Any applicable tax is itemized before payment.
SEE THE WORK BEFORE YOU DECIDE
A clear next step for every estimate.
Explore a fictional worklist, the reasoning behind each action, and the drafts your team would review.
View the sample handover ↗CHOOSE WHAT FITS YOUR PROCESS
Where do you need the help?
01Keep the review in-house
You have someone to check the records and decide the next steps. Use the free workspace to keep the work organized.
Use the workspace →02Test hands-on support
Your team has a small set of valid unresolved estimates and a defined review task. Start with five records before considering broader work.
Talk through the task →03Improve your existing setup
If reminders are all you need, check what your current software already includes. The paid review is for work that still needs a person.
Read the follow-up guide → Know what is included.
Introductory conversation$0
5 business days review, up to 5 estimates$99 USD
Subscription or automatic renewalNone
Work outside the agreed scopeQuoted separately
You will see the full amount before paying. After the review, both sides may discuss a larger project or recurring plan. Neither begins without a separate written agreement. Additional work is never added automatically.
How the review starts
Check the fit
Tell Curtis about your estimate volume, current process, and the work you need help with. No customer records or payment are needed for the introduction.
Agree the work and date
Confirm the five records, reviewer, required information, five-business-day schedule, and cancellation terms in writing. Availability is confirmed individually.
Review and pay
After the scope and date are agreed, receive a one-time invoice for your business. Review the amount and terms, then pay through Stripe. The work starts on the agreed date, after the required records are ready.
Read the payment details →What happens during the review
Intake and baseline
Your business selects up to five estimate records and names the person who will verify facts, approve drafts, and send messages. Quote Rescue does not transfer your entire customer database.
Review and preparation
We flag missing information, duplicates, closed records, and contact restrictions; organize the valid unresolved estimates; and prepare the worklist and editable drafts.
Findings and handover
The concise findings summary and CSV handover show completed review work and remaining actions. We then discuss whether the process was useful and whether any next engagement makes sense.
What the project fee buys
The promised result is the work itself: up to five reviewed records, an explained worklist, editable drafts, and a concise handover for the agreed scope. Customer replies, accepted estimates, booked work, and revenue depend on decisions and conditions outside Quote Rescue’s control and are not guaranteed.
Before discussing payment, use the fit check to decide whether your current process leaves enough real work for the review to be useful.
A few practical details
What records do I provide?
Only the specific estimate records selected for the agreed task. We may work from an appropriate CSV or spreadsheet export after the information and handoff method are agreed. This is not a full CRM migration.
What is not included?
Paid ads, purchased leads, automatic messaging, CRM integrations, technical trade advice, insurance representations, and debt collection. Your team reviews and sends all customer messages.
What happens after five estimates?
We review what was useful, what took time, and what remains unfinished. You may stop, request a separately scoped larger project, or discuss a recurring plan. There is no automatic upgrade or renewal.
What if I need to cancel?
Cancel before work begins for a full refund. After work begins, any refund for undelivered work is based on the portions and prices agreed in your written scope. See the service and cancellation terms.
Are sales guaranteed?
No. The service delivers the agreed review, drafts, and handover. It cannot guarantee a customer decision, a booked job, or revenue.