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The quote you send today

Blue Horizon Pool Renovations

(727) 555-0148

hello@bluehorizon.example

ESTIMATE

No. 1042

Date: Nov 14

Customer: Alex Morgan, Palm Harbor, Florida

Project: Pool resurfacing and waterline renewal

DESCRIPTION	AMOUNT
OPTION A (ESSENTIAL) Drain the pool and discharge water according to local guidelines. Remove loose and worn interior finish and prepare the surface. Acid wash and bond coat before the new finish. Apply your selected interior finish. White plaster interior. 6 × 6 in porcelain waterline tile. Existing coping cleaned and re-grouted.	$8,500.00
OPTION B (SIGNATURE) Drain the pool and discharge water according to local guidelines. Remove loose and worn interior finish and prepare the surface. Acid wash and bond coat before the new finish. Apply your selected interior finish. Quartz aggregate interior. 2 × 2 in glass waterline tile. New travertine coping.	$14,750.00
OPTION C (RESORT) Drain the pool and discharge water according to local guidelines. Remove loose and worn interior finish and prepare the surface. Acid wash and bond coat before the new finish. Apply your selected interior finish. Pebble aggregate interior. 1 × 1 in glass mosaic waterline tile. New travertine coping. LED pool and spa lights. Variable-speed pump.	$23,800.00
ADD: LED pool and spa lighting (incl. in some options)	$850.00
ADD: Variable-speed pump (incl. in some options)	$1,650.00
ADD: Electric heat pump	$4,200.00
ADD: Gas heater	$3,600.00
ADD: Salt chlorine system	$1,350.00
Color/finish upgrades, see sales rep: Blue quartz (opt A) +$1,450.00, Ivory quartz (opt A) +$1,450.00, Sand pebble (opt B) +$3,200.00, Midnight pebble (opt B) +$3,800.00, Midnight pebble (opt C) +$600.00, Lagoon glass (opt A) +$1,100.00, Cobalt glass (opt A) +$1,100.00, Aqua blend mosaic (opt B) +$900.00, Midnight blend mosaic (opt B) +$900.00, Ivory travertine (opt A) +$3,900.00, Silver travertine (opt A) +$3,900.00, Shellstone (opt B) +$1,150.00.

TERMS: 10% deposit when you sign the agreement; 40% when tile and coping are complete; 50% when the interior finish is applied. Any change to the scope after signing is written up as a change order showing its price. Work on a change starts only after you approve it in writing. Excludes: Structural crack repair beyond surface preparation (priced separately if we find it); Water to refill the pool, billed by your utility; Deck resurfacing outside the coping; Electrical work beyond replacing pool light fixtures; Landscaping and irrigation repairs. This estimate is based on a visual inspection. You'll receive a written agreement with final terms before any work begins. Valid 30 days.

Customer signature ______________________ Date ________

3 packages
7 upgrades
15 finishes
Every price checked
Estimate built

Blue Horizon Pool RenovationsToday 6:42 PM

Hi Alex, it’s Dana. Here’s your pool estimate. Choose what you’d like and tap Request to proceed when you’re ready.

Your pool estimateBlue Horizon Pool RenovationsText message

Blue Horizon Pool Renovations

Choose your packageEssential$8,500Signature$14,750Resort$23,800A complete resurface with durable white plaster and new porcelain waterline tile.White plaster interior6 × 6 in porcelain waterline tileExisting coping cleaned and re-groutedInterior finishBlue quartzIncludedIvory quartzIncludedSand pebble+$3,200Midnight pebble+$3,800Add what you wantLED pool and spa lighting+$850Variable-speed pump+$1,650Salt chlorine system+$1,350App-based pool automation+$1,900Deck cleaning and resealing+$950Your selectionEssential$8,500Ivory quartzIncludedRequest to proceedDana confirms the details. It’s a request, not a contract.Total$8,500AskBlue Horizon’s assistantCan we stay on Signature but get the LED lights from Resort?Yes, that’s an option! You can keep Signature and add just the LED pool and spa lighting. Based on Blue Horizon’s pricing, that adds $850, bringing your total from $15,700 to $16,550. Want me to add it?Yes, let’s do it!Done! Your updated selection is $16,550. Dana can confirm the final details before anything is approved.

Request sentBlue Horizon Pool Renovations will be in touch. It’s a request, not a contract.

What your customer gets. A fictional example.

+20%more jobs wonSee what a 20% better close rate could mean for your business. Try it on your numbers
$120,000in added sales a yearJust one extra $10,000 project a month adds up to six figures.
24/7AI sales assistanceEvery customer gets a project advisor inside the estimate, even after business hours.

Examples of what’s possible, not measured results.

AI sales assistant built into every estimate

It answers your customer day or night from your own prices, handles their doubts and helps them choose, even while you’re on another job.

Win more jobsAnswers questions, handles price objections and helps turn undecided homeowners into booked projects.
Sell bigger projectsRecommends upgrades and premium packages based on what each customer actually wants.
Stop chasing estimatesKeeps customers engaged and helps move the sale forward while you’re on the jobsite.

Turn hesitation into a premium sale

Blue Horizon Pool Renovations’s assistantIn the estimate

Alex Morgan: We’re leaning toward Signature. Is Resort really worth another $9,050?
Assistant: That depends on what matters most to you. Resort adds a pebble finish, glass mosaic tile, color LED pool and spa lighting, and a variable-speed pump. Are you mainly looking to refresh the pool, or to create more of a luxury backyard?
Alex Morgan: Definitely the luxury look. We entertain a lot at night.
Assistant: Then Resort is worth a closer look. The glass mosaic tile and the LED lighting are exactly what make a pool look its best at night. Want to compare the finishes and lighting side by side before you decide?

$9,050premium upgrade opportunityIt found out what the buyer values, then gave them a reason to look at the higher package.

Sell upgrades they hadn’t considered

Blue Horizon Pool Renovations’s assistantIn the estimate

Alex Morgan: I think the Essential package is enough for us.
Assistant: Essential is a solid choice for refreshing your pool. Quick question: do you and your family spend much time in the pool after sunset?
Alex Morgan: All the time, especially on weekends.
Assistant: Then one upgrade is worth a look: color-selectable LED pool and spa lighting. It’s $850 more, bringing Essential to $9,350. You keep the package you like, and evening swims get a lot better. Want to add it to your options?

+$850potential project valueIt asked how they use the pool, then suggested an upgrade you already priced.

Bring a silent estimate back to life

Dana, Blue Horizon Pool RenovationsText message, sent from Dana’s phone

Dana: Hey Alex, it’s Dana at Blue Horizon Pool Renovations, checking in on your pool estimate. Is anything holding up your decision?
Alex Morgan: We love the idea, but $14,750 is more than we can spend. Our limit is around $10k.
Dana: Understood. There’s another option that may work. Essential starts at $8,500 and includes white plaster resurfacing and new porcelain waterline tile. You could even add LED pool and spa lighting for $850 and still stay under your limit. Want me to put that together for you?
Alex Morgan: Actually, yes. $9,350 sounds much more doable.
Dana: Great. I’ll update your estimate to Essential with the lighting at $9,350 and send it over.

$9,350potential job back in playQuoteStage drafted the check-in for you. You sent it from your own phone, and found an option inside their budget.

Fictional conversations showing what the assistant is built to do, not real sales, results or a live AI model. Prices are the example’s. QuoteStage drafts each follow-up text, and you send it from your own phone.

Six reasons to retire the PDF

Your old PDF: Just another bid in their inbox.With QuoteStage: A premium presentation that sets you apart.
Your old PDF: Customers struggle to compare options.With QuoteStage: Three clear packages that make choosing easy.
Your old PDF: Profitable upgrades get overlooked.With QuoteStage: Customers discover extras, add them, and see their new total instantly.
Your old PDF: Every question means another phone call.With QuoteStage: Your AI salesperson answers questions and helps sell the job, 24/7.
Your old PDF: You send it and hope they respond.With QuoteStage: See who’s interested and send smarter, personalized follow-ups.
Your old PDF: “Let me think about it” leads nowhere.With QuoteStage: Customers select what they want and request to move forward in a tap.

One estimate, three ways to show it

The same prices, assistant and request form, presented three ways, and you choose which your customers see. Each one works: scroll it, tap it, ask it something.

Built like a car configurator. The drawing fills the screen and stays there, and every choice changes it beside a running total.

Told like a magazine story. It opens on the project full screen, gives each package its own picture, and ends on the decision.

A walkthrough. One choice at a time, in order, with a guide explaining each step and a question box at every choice.

Built like a car configurator. The drawing fills the screen and stays there, and every choice changes it beside a running total.

Open Showroom full size (opens in a new tab)Blue Horizon, Alex Morgan and every price here are fictional.

Custom follow-ups written for you

QuoteStage tells you who to follow up with and drafts the message from what they did and asked. You send it in one tap.

Day 0The estimateHi Alex, here’s the estimate for your pool. You can compare the options and ask the project assistant anything, right inside.
Day 2A check-inHi Alex, just checking whether you had a chance to look over the options. Happy to help you compare anything.
Day 5From what they askedYou asked about adding LED lighting. Want me to put together an option with it included?
Day 9A last check-inHi Alex, should I keep your estimate open, or would you rather we reconnect when the timing is better?

Estimate activityIllustration

Open estimates: 12
Talking with the assistant: 5
Need you: 3

Sarah M., Patio renovation$28,500 estimate, asked about lightingEngaged
Michael R., Pool resurfacing$19,800 estimate, no reply yetFollow-up due
Jennifer T., Outdoor kitchen$42,000 estimate, asked for a revisionNeeds you

Example messages and fictional names. You see each message before it goes, and send it from your own phone or email.

Run your numbers

Your business, and two lifts you control.

Added revenue a year

$79,056

About $6,588 a month

More jobs won: $64,800; About 4.3 more a year
More upgrades sold: $14,256; About 9.5 more a year
Your close rate: 33%; Up from 30%
Jobs a year: 47.5; Up from 43.2

Made for every trade

These 13 have their own drawing that follows the homeowner’s choices. Every example opens in a new tab.

See every example with its prices

Premium work deserves a premium estimate.

Bring a quote you’ve already sent. Pilot pricing is $99 a month, or $49 per published estimate.

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