EstiLatch
How it worksPricingOpen estimate workspace
BUILT FOR SMALL U.S. CONTRACTORS

Give every open estimate a next step.

Keep customer details, quote value, and a follow-up plan together while you pursue work waiting on an answer.

For plumbing, HVAC, electrical, roofing, and general contracting businesses, EstiLatch keeps outstanding quotes visible so you can follow up as you work to recover quoted business.

Create your EstiLatch account See how it works

Enter estimates yourself, then choose how and when to contact each customer.

A short manual workflow

From quote to saved estimate.

  1. Step 01

    Enter the customer and quote

    Save the customer name, an email or phone number, the quote value, and an optional work summary.

  2. Step 02

    Review the estimate and plan follow-up

    Keep the open quote visible, save a follow-up cadence, and preview a draft for the customer.

  3. Step 03

    Record the customer’s response

    When you hear back, record whether the customer accepted, declined, or requested another contact.

A new account starts with an empty estimate list, ready for your first entry.

The workflow, at a glance

Keep the details together

Keep the quote visible. Choose the next step.

See the outstanding estimate and its saved follow-up plan together. Preview a draft, then record the customer’s response when you hear back.

  1. 01

    Enter the customer and quote

    Save the customer name, an email or phone number, the quote value, and an optional work summary.

  2. 02

    Review the estimate and plan follow-up

    Keep the open quote visible, save a follow-up cadence, and preview a draft for the customer.

  3. 03

    Record the customer’s response

    When you hear back, record whether the customer accepted, declined, or requested another contact.

A saved cadence is a plan only. EstiLatch does not send or schedule email, so choose your own contact method for now.

Keep working toward the outcome you want with each quote still awaiting a decision.

Create your EstiLatch account