Quote Builder · part of the Echelon plan
Walk the job. Talk it out. Send a quote in 90 seconds.
Stop typing quotes in the truck cab at 9pm. Describe the job on-site, voice or text, and Echelon sends a professional, line-itemed PDF before you've left the driveway.
Start free trial, no cardHow it works.
From job site to sent quote in four steps.
Walk the job. Talk it out.
Open the app on-site. Describe the job by voice or text: scope, materials, labour, whatever you'd normally jot on a piece of paper. Takes about 60 seconds.
Echelon builds the quote.
Echelon generates a clean, line-itemed PDF quote with your branding. Labour, materials, and taxes broken out. Ready to send in about 30 seconds.
Send it from your phone.
Echelon drafts a personalized send email. You review, hit send. The homeowner gets a professional quote before you've left the driveway.
One tap converts to invoice.
Job's done. Open the quote, tap convert. Invoice goes out. Done. No retyping, no spreadsheet, no chasing.
What's included.
Everything quoting does in the one plan.
Unlimited quotes.
Quote every job you walk. There's no monthly cap and no per-seat fee. The bill doesn't move when you get busy.
Voice or text input.
Describe the job however it comes out of your mouth. The system handles the formatting.
Branded PDF delivery.
Your logo, your colors, your business name. Looks like you hired a professional office.
Pre-drafted send emails.
Personalized per customer, not a generic "please see attached." First impressions matter.
Three-state workbook.
Every job moves through Draft → Quote Sent → Invoice Sent. You always know what's outstanding.
Works from your phone.
On-site, in the truck, between jobs. No laptop required. No back-to-office workflow.
One plan, $299/mo
Quotes, invoices & customers: one plan.
Quoting, invoicing, follow-ups, and a customer database that remembers every job, all in the one Echelon plan at $299/mo CAD (same in USD). Add-on tools like an answered phone, reviews, a website, and renders are set up with you when you're ready.
Quote Builder FAQ.
Questions owners actually ask.
How does Quote Builder actually work?
You open the app on the job site and describe the work by voice or text, the same way you'd explain it to a buddy. Echelon turns that into a line-itemed PDF quote with your logo, labour, materials, and taxes broken out. You review it, hit send, and the homeowner has it before you've left the driveway.
Can I edit the quote the AI builds?
Yes. Every quote starts as a draft. Change line items, adjust prices, fix wording, add or remove anything. Nothing goes to the customer until you review it and hit send.
What does Quote Builder cost?
Quoting is part of the one Echelon plan: quotes, invoices, and customers for $299/mo CAD (same in USD), with unlimited quotes and invoices. No contracts, no per-seat fees, cancel anytime. 14-day free trial, no credit card.
Do I need to be techy to use it?
No. If you can send a text, you can use Quote Builder. You talk, the system formats. There's nothing to install and no laptop required, it runs from your phone.
How long does setup take?
Minutes. Add your business name, logo, and tax rate, and you're ready to send your first quote the same day you sign up.
What happens after the customer accepts?
When the job's done, open the quote and tap convert. It becomes an invoice and goes out the same way. No retyping, no spreadsheet, no chasing.
Included with every plan
A real person sets you up, then stays on call.
Every plan comes with a free onboarding walkthrough (we show you exactly how it works) plus support you can call anytime at no extra charge. A real human, no tickets, no upsell.
Call (604) 203-8575Free onboarding · Free support · Call anytime