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On working with Max
Max doesn't stop until it works. He's the hardest working guy I know, and he finishes what he starts.
Tegan Trapp · Founder, foreclosure real estate
Your tech says what they saw. Quotex pulls the service history, the spec sheet and your supplier pricing, then writes the estimate before they leave the driveway.
We'll see if your HVAC business qualifies for Quotex.
Max doesn't stop until it works. He's the hardest working guy I know, and he finishes what he starts.
Where the money leaks
The quote sits in someone's head, then a notepad, then a to-do list. By the time it goes out, they already said yes to whoever was faster.
Find the model number. Dig up the spec sheet. Look up the part. Check what you charged last time. Then type it all out.
Scribbled notes get re-entered by someone who was never on site. Wrong part, wrong hours, margin quietly gone.
The ones nobody had time for. They never show up in a report, which is exactly why they cost you the most.
How it works
No forms. No template hunting. Your tech talks like a person and a real estimate comes out the other end.
STEP 01
Standing at the unit, they hold their phone and say it the way they'd say it to you. Messy is fine. That's the whole input.
STEP 02
The part that actually eats the half day. It matches the customer, pulls the unit's service history, reads the spec sheet, finds the SKU in your supplier catalog, and price-checks against your last invoice.
STEP 03
Line items, part numbers, labour, total. Your tech reads it, fixes anything that's different on site, and sends. It syncs into the CRM you already use.
Who builds it
Quotex is built by Northpoint out of Kelowna, BC. It gets built around your business, and you get the guy who wrote it on the phone when something breaks.
Next step
Bring a job you quoted last week and we'll run it through live. If it isn't faster than what you've got, we'll tell you.
FAQ
We load your pricebook, your supplier catalog and your labour rates when we set it up. Quotes come out in your numbers, at your margin, not generic ones off the internet.
Your tech reads the estimate before it goes anywhere and can change any line. Nothing reaches a customer that one of your people hasn't looked at.
Yes. It works with Service Fusion, Jobber, Housecall Pro, ServiceTitan, any of them. Your quotes land where your team already works.
No. It's mobile-friendly and works on any device, your phone, tablet, or laptop. Your techs use it right from the field.
They talk into their phone. That's the whole thing. There's nothing to learn, which is the only reason field software ever gets used.
It's a custom build for each business, so that's what the call is for.