
Quotesy isn’t a lead-broker rolodex. It’s a single workflow that turns a messy, repetitive, opaque process — getting work done on a home — into something everyone in the room can see, trust, and act on. Customers, service providers, and corporate partners each get tools built for the way they actually work.
Submit your project once, get itemized quotes from contractors who actually serve your area, and keep every conversation, photo, and decision in one place.
Submit once, share with everyone
A guided, category-aware intake captures budget range, timeline, photos, videos, and the project-specific details contractors need to price the work — so you never have to repeat yourself for each estimate.
USPS-validated coverage
Addresses are standardized through the USPS API and matched against a HUD/Census zip crosswalk. Quotes only come from contractors who genuinely serve your area — no phantom estimates from across the state.
Side-by-side quote comparison
Every proposal lands in the same format with the same details. Compare scope, pricing, and timelines at a glance instead of decoding three different email threads.
In-project messaging
Once you accept a quote, chat with your contractor right inside Quotesy. Photos, files, and decisions all live in one searchable thread you can pull up months later.
A project lifecycle you can see
Your dashboard tracks every stage — draft, submitted, awaiting quotes, active, completed — with a full status history. You always know what’s next without having to ask.
Show, don’t describe
Photos and videos uploaded during intake are organized on your project page so contractors can see the actual space, not guess from a paragraph of text. Better quotes, fewer surprises.
Pre-qualified projects, geographic precision, professional quoting tools, and Pro-tier project management — all in one platform built for independent contractors and small crews.
30-day free trial
Sign up with a card, get full feature access for 30 days, no charge. We’ll remind you a week before the trial ends — cancel anytime, no claw-backs.
Pre-qualified leads
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 and consult.
Geographic precision
Set coverage by zip, city, county, or statewide. The dashboard only surfaces leads inside your trade and your service area — no scrolling past jobs you’d never take.
Itemized quotes + auto PDF
Build fixed-price, ranged, or hourly estimates with notes and attachments. Generate a clean, branded quote PDF in one click so customers can compare you fairly.
Pro: milestones, time, payments
Pro tier adds milestone tracking, time entries, document storage, and payment requests. Stripe Connect routes funds straight to your bank — no chasing checks, no manual invoicing.
Exclusive lead window
Refer a customer and you get a 7-day exclusive window to quote them before the project opens to the marketplace. Bringing your own customers is rewarded, not punished.
Notification controls
Toggle email and SMS independently for new projects, quote decisions, message replies, and partner outreach. Get pinged for what matters; stay quiet on what doesn’t.
A profile customers actually read
Photo, bio, years of experience, and the trades you cover — all surfaced where decisions get made. Win on the work you do, not on who has the slickest landing page.
Real-time reporting on both sides of the marketplace, targeted reach to opt-in audiences, and volume pricing that scales with your organization.
Real-time reporting
Project volume, quote conversion, regional demand, and contractor performance — all in dashboards that show both sides of the market in a single view.
Geographic heat maps
Service-area data tracked at the zip, city, county, and state level powers supply/demand insight, capacity planning, and territory strategy.
Targeted marketing reach
Promote seasonal offers, branded campaigns, and product launches to opt-in homeowners and contractors who are actively making buying decisions — not cold lists.
AI-assisted operations
Support ticket replies are drafted from your team’s prior answers, accelerating response time without losing your voice. Approved drafts flow back into the knowledge base for next time.
Volume seat pricing
Onboard contractor crews or large property portfolios at a fraction of individual cost. The more seats, the lower the per-seat — built for organizations, not just solopreneurs.
Scoped admin tiers
Quotesy employees get full data access; business partners get a scoped view of projects and quotes only. Right people, right data — no over-sharing.
Quotesy is opening soon. Want to talk through how it fits your business, your crew, or your portfolio? We’re here to dig in.
Get in touch