Every quote a customer collects, and every job a contractor wins, runs through the same predictable flow. No phone tag, no cold-call chains, no spreadsheets glued together with sticky notes. Here’s exactly what each side does — and what we do behind the scenes to make it work.
Submit your project once, get matched with contractors who actually serve your area, compare itemized quotes side-by-side, and keep the whole project in one place from intake through payment.
Pick from category-specific intake flows that ask the right questions for your job — kitchen remodel, bathroom remodel, painting, yard work, with more on the way. Your address is standardized through the USPS API before you go any further, so the project lands in the right service area from the start.
Upload photos and videos of the space, set a budget range, and pick a timeline (ASAP, 1 month, 1–3 months, 3–6 months, or flexible). Contractors get a complete picture before they ever quote, so the estimates that come back are realistic — not a placeholder waiting on a 90-minute walkthrough.
Quotesy routes your project to contractors who match both your trade and your geography. Coverage is matched hierarchically — zip, city, county, statewide — so you won't hear from someone three counties away who can't realistically take the job.
Itemized proposals — fixed-price, ranged, or hourly — arrive in your dashboard with notes, attachments, and an estimated duration. Compare scope, pricing, and timelines side-by-side instead of decoding three different email threads or scribbled napkin numbers.
Accept the quote that fits, then chat with your contractor right inside Quotesy. Photos, files, and decisions all live in one searchable thread you can pull up months later — no more digging through texts and screenshots when a question comes up mid-project.
If your contractor is on Pro, your project page shows milestone progress, time entries, and payment requests in real time. Approve payments through Stripe with one tap; everything stays attached to the project record so the trail is always clear.
A 30-day free trial, smart matching that respects your trade and your service area, professional quoting tools, and Stripe Connect payouts that hit your bank automatically.
Sign up with a card on file and get full feature access for 30 days, no charge. We'll email you a week before the trial ends so nothing sneaks up; cancel anytime, no claw-backs.
Pick your service categories. The dashboard only surfaces leads that match — so you're not scrolling past kitchen remodels when you're a roofer, or vice versa. Add or remove categories anytime as your business shifts.
Define your service area at the granularity that fits — zip, city, county, or statewide. Coverage matching is hierarchical, so you don't have to enumerate every zip code in your county. Update it any time you expand or focus your territory.
Every project arrives with budget, timeline, photos, and category-specific details already filled in. Quote it from your office, not after a 90-minute drive. If the customer was referred by you, you'll get a 7-day exclusive window before the project opens to the marketplace.
Build a fixed-price, ranged, or hourly estimate with notes and attachments, plus an estimated duration. Generate a clean, branded PDF in one click so the customer can compare you fairly against any other bid that comes in.
When the customer accepts, your project workspace opens. Pro tier adds milestone tracking, time entries, document storage, and payment requests — no more juggling spreadsheets, group texts, and email threads to keep one job moving.
A one-time Connect onboarding wires payouts directly to your bank. The payment requests you send get charged to the customer; funds land in your account automatically — no chasing checks, no manual invoicing, no third-party processor fees stacking on top.
A few less-visible systems do the heavy lifting so the customer and contractor experiences above can be as simple as they are.
USPS standardizes every address. A HUD/Census zip crosswalk verifies the location is real and assigns it to a county for matching. Bad addresses don't make it past intake, so contractors aren't quoting phantom projects.
The matching engine cascades zip → city → county → statewide. A contractor who covers all of Kent County, Michigan doesn't need to enumerate every zip code in it — the engine resolves coverage automatically and surfaces eligible leads.
Support tickets get a Claude-drafted reply pulled from your team's prior answers, ready for review. Approved responses flow back into the knowledge base, so the system gets sharper at handling repeat questions over time.
Quotesy employees get full data access for operations and revenue; business partners get a scoped view of projects and quotes only. Right people, right data — no over-sharing, no manual permission gymnastics.
Quotesy is opening soon. Want a closer look at how the workflow fits your project, your crew, or your portfolio? Get in touch and we’ll walk you through it.
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