Send the quote before you've left the driveway
You do the survey, talk through the job, and head to the next one. The write-up happens at nine that night, if it happens at all. getAftr turns the conversation into a clean quote page you can send while the visit is still fresh.
Try it freeSee a post-survey quote exampleThe customer is getting other quotes
Most people call a few firms for anything sizeable. They remember who turned up, and they remember who got them something clear first.
A rushed email with a price and three lines of scope does not hold up well next to a page that says what was agreed, what is included, what happens next and when. That is the gap getAftr closes, without you writing it up by hand.
From site visit to quote page
1
Record the visit or call with Otter or Fireflies, or have the transcript to hand. Paste it into getAftr, or email it in on a paid plan.
2
getAftr builds the page in your company's name. You read it, ask for a change if something is off, and approve it. Send the link by text or email.
3
When the customer opens it, you get an alert. If they open it again and again that evening, that is the call to make. If it goes quiet, a polite nudge can go out for you.
What goes on the page
- A plain-English summary of what you agreed on site
- The key points: scope, materials, access and anything the customer raised
- Next steps, with who does what and by when
- The price, if you gave one in the conversation
- Your name and company on every page
Every page goes to you first. Nothing reaches your client until you approve it. See how it works or the pricing.
Also built for
Estate agents
Read more →Agencies and consultants
Read more →Try it on your next meeting
Free to try. Turn a sample transcript into a page in about 20 seconds.
Try it free