Quote tracker MVP

Run the quote-follow-up workflow in one place.

Add quotes, edit them, schedule first/second/third nudges, draft reminders, and move jobs through the pipeline without buying a bloated field-service suite.

Active quotes

Due today

Won

Plan

$29/mo

Start a live trial or buy the paid plan

The MVP is local-first today, but the CTA path is live: try the workflow in-app, then open hosted checkout for the $29/month shop plan.

Start free on the landing page Open $29/month checkout

Sample shop flow

One operator can run the loop end-to-end.

1. Save a quote record

2. Review today's nudge queue

3. Copy a reminder draft

4. Advance the next nudge or mark won/lost

Add a quote

Capture the customer, amount, and next touch in one pass.

Pipeline dashboard

See where each estimate sits without opening five tabs.

Open

quotes

Waiting

quotes

Won

quotes

Lost

quotes

Stale

quotes

Quote records

Edit quotes, move statuses, advance nudges, or remove dead records.

WaitingSecond nudge

Water heater

First estimate sent. Owner asked for a quick check-in after lunch.

Last touched 2026-04-15

$8,400

Next follow-up 2026-04-17

OpenSecond nudge

Heat pump replacement

Second reminder due today before the weekend scheduling rush.

Last touched 2026-04-14

$12,600

Next follow-up 2026-04-16

StaleThird nudge

Panel upgrade

Final check-in needed before archiving this quote.

Last touched 2026-04-11

$4,200

Next follow-up 2026-04-15

Follow-up queue

First, second, and third nudges ordered by due date.

Reminder draft

Pick the tone, choose the quote, and copy the draft before sending.

Draft for quote

Hey All County Plumbing — checking in on the Water heater estimate. Want me to tighten the scope, answer questions, or get the job booked?

What is still stubbed

This beat ships the lightest production-safe path while backend persistence is still minimal.

• Quotes are stored in browser localStorage, not a shared backend database yet.

• Reminder drafts are copied out for manual send via text/email.

• Signup capture writes leads to the app's local JSON file and hosted checkout is live.