How to Track Client Estimates on iPhone Without Losing Bids
(Step-by-Step Guide)
A 4-minute read for general contractors, remodelers, and trades.
"Used by 500+ independent contractors to send $2M+ in monthly quotes."
To track client estimates on an iPhone without losing bids, contractors need a mobile workflow that records lead details, sends branded quotes instantly, and alerts you the moment a client opens or approves a bid. Doing this directly from the job site eliminates evening office work and prevents bids from going cold.
The 4-Step On-Site Estimate Workflow
-  Capture Details Immediately: Log the client’s name, address, and project notes in a single mobile entry
during the initial walk through. - Â Build Quotes Using Assemblies: Use pre-saved cost items (materials, labor per square foot, sub costs) to
generate accurate bids in under three minutes. - Â Send via SMS and Email: Text a direct web link of the proposal to the homeowner while still standing in their
driveway. - Â Automate Follow-Ups: Set automated text reminders at 24 and 72 hours for any quote that remains
unapproved.
Key Rule for Contractors: The first contractor to deliver a professional, easy-to-approve estimate wins the job over
60% of the time. Waiting 48 hours to email a proposal drops your win rate significantly.
The all-in-one CRM built for general contractors and specialty trades. Create 3-minute estimates, track active projects, and invoice clients directly from your phone or laptop.
Your name@email.com StartFreeforEver
- Nocredit card required
- 2-minute setup
- Cancel anytime
Crisp Screenshot or Short GIF showing an estimate being sent on a smartphone/tablet
TRUSTED BYINDEPENDENT CONTRACTORS&REMODELERS
★★★★★4.9/5Average Ratings
Pain vs. Solution The "Before & After"
| The Old Frustrating Way | www.Contractorsly.com |
|---|---|
| Writing estimates on paper napkins or messy Excel sheets late at night. | Send professional, branded quotes in under 3 minutes right from the job site. |
| Chasing clients for unpaid invoices and lost checks. | Get paid online instantly via credit card or bank transfer upon approval. |
| Forgetting to follow up on open bids and losing thousands in revenue. | Automated follow-up reminders ensure no lead ever falls through the cracks. |
3-Step"HowItWorks"
- Create&SendQuotes:Selectpre-saveditemsoraddcustomlineitems.Emailortextquotes
directlytoclients. - TrackJobProgress:Seequoteapprovals,pendingjobs,andactiveschedulesononeclean
dashboard. - GetPaidFast:Invoicein1-clickandaccept instantonlinepaymentsassoonastheworkis
done
FastMobileEstimating: Create and send bids on-site from any smartphone or tablet before you even leave the customer’s driveway.
1-Click Invoicing & Payments: Turn approved estimates into final invoices automatically. Accept card
or ACH payments with zero manual tracking.
Client Management (CRM):Store, client addresses, job notes,photos, invoices, and communication history in one central profile.
SIMPLE, FAIR PRICING. NO HIDDEN FEES.
SOLO PLAN
$19 / month
Perfect for 1-person operators
Full CRM & Lead Tracking
Unlimited Estimates & Invoices
Mobile Access
Start Free for Ever
TEAM PLAN
$49 / month
Built for growing crews
Everything in Solo
Up to 5 Team Members
Multi-user Scheduling & Permissions
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"Before using this software, I was spending 2 hours every night writing quotes after work. Now I send them from my truck right after the walkthrough. It paid for itself on day one."
—MikeR., Custom Deck Builder
"Our approval rate went up 30% simply because quotes look so professional and clients can approve them on their phone."
—David L., Remodeling Contractor
Frequently Asked Questions (FAQ)
- Â Do I need a credit card to start the trial?
- Â No. You get 14 days of full access without entering any payment info.
- Â Is it hard to setup?
- Â Notatall.Mostcontractorssendtheirfirst testestimateinlessthan5minutes.
- Â Can I use it on my iPhone or Android?
- Â Yes, itworkssmoothlyonanywebbrowser,smartphone, tablet,ordesktop.