Quoting automation for trades

AI-Powered Automated Quoting System for Contractors & Trades

Close more jobs 3X faster with professional quotes d in under five minutes—anytime, anywhere. Built for Canadian plumbers, HVAC techs, and electricians; great for U.S. and worldwide too.

Works 24/7. Mobile‑friendly. Generate Quotes in Under 60 Seconds

Process: intake form/call → instant branded quote → CRM with follow‑ups.

5 min

Avg quote time

+25%

More close

24/7

Always available

0 admin

Auto‑logged in CRM

Quoting automation for trades

Collect the right info the first time

  • Website embed or shareable link—no logins.

  • Capture photos, scope, preferred dates, and urgency.

  • Auto‑create contact + opportunity in pipeline.

Smart calculation

Your pricing, rules & taxes—applied consistently

  • Materials, labor, and travel rules with minimums.

  • Discounts, deposits, and multi‑option upsells.

  • Tax support for GST/HST/PST and state/province.

Branded delivery

Quotes that look pro and get approved

  • Clean PDF/email with your logo, colors, and terms.

  • E‑sign + Text‑to‑Pay (optional) to lock jobs faster.

  • Auto follow‑ups by SMS/email until accepted.

Before Omnibookr

  • Manual quoting spreadsheets

  • Slow replies → cold leads

  • Inconsistent taxes and pricing

After Omnibookr

  • Quotes out in minutes, 24/7

  • Branded, consistent, accurate

  • Auto‑logged + auto follow‑ups

How It Works

Step 1

Customer Input

They answer simple questions via your website, chat, or a shareable link.

Step 2

Smart Calculation

Your pricing, labor, and rules generate a precise estimate automatically.

Step 3

Instant Delivery

A branded PDF/email is sent and logged in the CRM with the opportunity.

Step 4

Follow‑Up

Automated reminders and SMS nudges seal the deal quickly.

Choose the Right Setup

Starter

Get moving
  • Simple intake form & pricing table
  • Branded PDF quotes
  • CRM logging & basic follow‑ups

Elite

Scale
  • Multi‑service catalogs & multi‑geo
  • Advanced workflows & e‑sign
  • Priority support & custom rules

Ready to streamline your sales?

Book a free demo or start your 14‑day trial—see quotes go out in minutes.

Book a Free Demo

We’ll map your services, rates, and follow‑ups—then show your quotes flowing into the CRM.

  • Guided setup overview

  • Sample quotes & approval flow

  • Timeline to go live

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Got questions?

Automated Quote System FAQ

What types of trades work best with automated quoting software?

Automated quoting systems work excellent for plumbers, HVAC technicians, electricians, general contractors, and renovation specialists. Any trade that provides standardized services with predictable pricing structures can benefit from automated quote generation, especially those handling high volumes of quote requests.

How fast can I generate quotes with automated contractor quoting systems?

With Omnibookr's AI-powered automated quoting system, you can generate professional quotes in under 60 seconds. The system works 24/7, capturing customer requirements through intake forms and automatically applying your pricing rules, labor rates, and material costs to deliver instant quotes.

How are quotes calculated?

From your pricing, materials, and labor rules. Minimums, travel fees, and taxes are supported.

Can I include taxes, discounts, and deposits?

Yes—configure GST/HST/PST or state taxes, apply discounts, and request deposits with Text‑to‑Pay.

Does it integrate with my website and CRM?

You can integrate the quotation system in any type of website by parsing the widget, or directly integrate it inside your Omnibookr powered website. You can also send a direct link to a client by email, SMS, WhatsApp, or others.
And, modern automated quoting platforms like Omnibookr automatically log all quotes and customer interactions into Omnibookr CRM system. This eliminates double data entry, ensures proper follow-ups through SMS and email automation, and maintains a complete pipeline of opportunities from quote to job completion.

Can customers sign and pay for quotes online through automated systems?

Omnibookr advanced automated quoting platforms include e-signature capabilities and integrated payment processing. Customers can approve quotes digitally, sign contracts electronically, and submit deposits through text-to-pay features, significantly accelerating the sales cycle and improving cash flow for contractors.

What is automated quoting software for contractors?

Automated quoting software for contractors is a digital platform that generates professional quotes instantly using pre-configured pricing rules, labor rates, and material costs. Unlike manual spreadsheet methods, automated systems like Omnibookr eliminate human errors, ensure consistent pricing, and deliver branded quotes in under 60 seconds, helping contractors close more jobs faster.

What's the difference between automated quoting and manual spreadsheet quoting?

Manual spreadsheet quoting is slow, error-prone, and inconsistent, often taking hours to prepare and send. Automated quoting systems generate professional, branded quotes instantly with accurate calculations, automatic tax applications, and integrated follow-up systems, helping contractors respond to leads while they're still warm.

How much does automated contractor quoting software typically cost?

While other automated quoting software pricing varies from $50-500+ monthly depending on features and business size. If you are an Omnibookr client, depending on your subscription, the Automated quoting system is FREE, with only a single flat setup fee. The ROI typically pays for itself within the first month through faster quote turnaround, reduced manual work, and higher conversion rates.

How does automated follow-up work with contractor quoting systems?

Automated follow-up systems send strategic SMS and email sequences to prospects who haven't responded to quotes. These systems can be customized with your messaging and timing preferences, ensuring no leads fall through cracks while maintaining professional, consistent communication until quotes are accepted or declined.

Omnibookr is the all-in-one CRM and AI platform built for trades. We help plumbers, electricians, HVAC pros and many more turn more leads into booked jobs, streamline scheduling, and deliver outstanding customer experiences—every time.

Email: [email protected]

Phone: +1 431-600-2665

Office Address: 30 N Gould Street St R., Sheridan Wyoming 82801

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