// Quotes, invoices & customers for outdoor trades
Walk the job.
Talk it out.
Get paid.
Echelon turns what you say into a live quote in 90 seconds, chases it until it's a yes, invoices the job, and remembers every customer, while you stay on the tools.
14 days. No card. One plan: $299/mo. Free training session included.
↑ Try it. Talk a real job out — nothing saves, nothing sends.
// The live document
The quote you just built isn't a PDF. It's alive.
Every quote goes out as a link your customer opens on their phone. Because it's a living page — not an attachment — you finally see what happens after you hit send.
OPENED · 6:42 PM
Know the moment they look.
The guessing game ends. You see when it's opened and when it's read again — usually the night they decide.
1 QUESTION
Questions land on the quote.
“Does this include haul-away?” gets asked and answered right on the document — not lost in a text thread.
DEPOSIT PAID
Yes means money, same page.
Accept and deposit live on the quote itself. The job is booked before the competition calls back.
REMEMBERED
Every job builds the file.
What they asked, what they paid, what they said yes to — saved to the customer automatically, forever.
And when they open it and say nothing? Echelon clocks the silence, writes the follow-up in your voice from what it knows about the job, and waits for your tap. Most quotes aren't turned down — they're forgotten.
See how follow-ups work →// The phone
Now call it, and hear it answer as your business.
You just built a quote. This is the other half: the call you'd have missed, picked up in your name. Type your company, hit call, and talk to it like a customer would — same voice your callers get. Nothing is saved.
A real call to a real AI front desk — answering as whatever business you type. It says it's a digital assistant, every time.
Built for blue collar & trades businesses
Helping owners send the quote while the walkthrough's still fresh, and get paid without chasing.
// Echelon Intelligence
An office that learns your business.
Every call, quote, text, invoice, and job feeds a private memory. The longer Echelon works for you, the more it sounds like you, and the less it needs you.
Ask Echelon
$2,150 across two invoices: Dave Miller, $1,400 (12 days), and Mike Serrano, $750 (5 days). Want me to draft the reminders?
answered from your books, just now
It remembers.
Karen pays same day. Patios run $6 a square foot. Dave says call after 5. Spring fills up in March. Echelon keeps a working memory of every customer and how you actually price.
It catches the moment.
A quote opened twice with no reply. An invoice quiet for two weeks. A regular who never rebooked. It spots the moments you would miss from a ladder, then drafts the message in your voice.
You approve. It learns.
Nothing reaches a customer until you tap Approve. Every edit teaches it your voice, so the next draft needs less of you. It drafts, you approve, it gets sharper.
Built by operators, not agencies
They sell you software to operate yourself. Echelon actually does the work.
We run our own outdoor-trades office on Echelon. The AI drafts the quote, chases the follow-up, and sends the invoice. You stay on the job. Same system you get, not a demo. The real thing.
Owner-built, owner-run.
Echelon is run by the same person who builds your system. You talk to the operator who set it up, not a junior account manager.
We use it ourselves.
Every automation and pipeline we ship is the same system we run our own business on. If it doesn't work for us, it doesn't ship to you.
Founding cohort, transparent terms.
We're onboarding our first wave of trades clients in 2026. Founding clients lock in pricing for life. We say so plainly, no fake testimonials.
Where the money goes.
You lose the job in the gap between the walkthrough and the quote.
The quote that never went out.
You walked the job Tuesday, priced it in your head on the drive home, and it's still sitting there Friday. The homeowner went with the guy who showed up with a number.
The in-driveway close.
The homeowner is standing right there, ready to hear a number. But the number needs an evening at the kitchen table, so you say "I'll get you something this week", and the moment passes.
The after-job follow-up.
Job done, client thrilled. The invoice goes out a week late and the follow-up never happens. The cash sits in somebody else's account while you're already on the next job.
You, in two places at once.
You can't run the saw and work the phone. Every lead that lands while your hands are full is a lead you're not closing.
The cost of doing nothing
Every missed lead is money gone.
78%
of customers buy from the business that responds first
21×
higher odds of qualifying a lead you reach in 5 minutes instead of 30
10+
hours/week saved when follow-ups stop being manual
Sources: Lead Connect survey (78%) · InsideSales.com Lead Response Management Study, Dr. James Oldroyd, MIT (21×) · hours saved reflects a typical Echelon setup.
How it works
Trial to live, in under an hour.
Start a free trial.
60 seconds, no card. One plan, everything included. Cancel anytime in the dashboard.
Plug in your business.
Business name, logo, rates, tax numbers. Connect your email if you want quotes sent from your own address. Echelon handles the rest. You don't touch a single integration screen, and when you subscribe we sit down with you and train you on all of it, in person if you're local.
It works. You approve.
Talk out your first quote on-site and it's sent before you leave. Follow-ups and invoices get drafted and wait for your thumbs-up. The Command Center shows everything it handled and everything waiting on you.
Real-world use cases
How Echelon works on the job.
In the driveway.
You just walked the job and the number's in your head.You talk it out on the way to the truck: scope, footage, the gate that needs replacing. Echelon turns it into a line-itemed quote with your name on it before you're out of the cul-de-sac. The homeowner opens it on their phone while the walkthrough's still fresh.
Quotes
Landscaping · Fencing · Hardscape
Three days later.
They opened the quote twice and went quiet.Echelon notices, drafts the check-in in your voice, and waits for your thumbs-up. One tap from the Command Center and the nudge is out. Most jobs die from silence. Yours don't.
Command Center
Painting · Pressure Washing · Decks
Job's done.
The invoice goes out before you've loaded the truck.One tap turns the quote into the invoice. Echelon tracks it, nudges politely when it's due, and files the whole job on the customer's timeline, so next spring, when they call back, you know exactly what you did and what you charged.
Invoices + Customers
Roofing · Concrete · Window Cleaning
Pricing.
One plan. Everything included.
No tiers, no per-seat fees, no contract. Add your whole crew. The bill doesn't move.
Echelon
Everything you need to quote, invoice, and get paid, and it gets sharper with every job.
- ✓Walk the job, talk it out: a live quote sent in 90 seconds
- ✓The phone handled: missed-call text-back + an AI front desk (200 min/mo)
- ✓Invoices, payment tracking, and follow-ups that send themselves
- ✓Every customer remembered: history, timeline, what to do next
- ✓Command Center + Ask Echelon watching your whole pipeline
14-day free trial. No credit card required. Full pricing →
Running something bigger? Talk to us.
Command Center and the Weekly Brief are rolling out to every account.
The value.
Stop paying for seven different tools.
Most trades businesses duct-tape a stack just to quote, invoice, and follow up. Here's what that actually costs.
The old way
Seven tools, seven bills, seven logins
- Field-service CRM (Jobber/Housecall)$199/mo
- Missed-call text-back (CallRail/Twilio)$50/mo
- Answering service (Ruby/Smith.ai)$245/mo
- Review automation (Birdeye/NiceJob)$199/mo
- Website + hosting (WordPress + designer)$200/mo + $2k upfront
- Email/SMS marketing (Mailchimp)$80/mo
- AI quote-generation tool (custom build)$150/mo
And none of them have met each other. The answering service takes a message — you re-type it into the CRM. The quote lives in one app, the invoice in another. You're the integration.
Where the money's leaking. With dollar figures.
AI-powered audit of your operations, sales, marketing, and AI readiness, delivered as a PDF with specific dollar-value recommendations. A 45-min walk-through call included. Not consulting fluff.
First 10 founding-cohort audits are free.
Included with every new subscription
We sit down with you and train you on it.
Every new subscription comes with a free 1-on-1 training session: in person if you're in the Lower Mainland, live video anywhere else. We walk you and your crew through the whole thing on your own jobs. After that you can call us anytime at no extra charge. A real human, no tickets, no upsell.
Call (604) 203-8575Free training session · Free support · Call anytime