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. Tap the mic and describe the job the way you'd explain it to your foreman — Echelon sends back a live, line-itemed quote they can open on their phone before you've left the driveway. Try it right here: no sign-up, nothing saved, nothing sent.
In the Echelon plan · $199/mo CAD · unlimited quotes, nothing metered
The real builder, running right here. Talk a job out the way you'd explain it to a buddy — nothing saves, nothing sends.
How 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 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. It rewrites itself from "we'll install the gate" to "we installed the gate," carries every line item across, and waits for you to adjust anything that changed on site. Your prices and your customer's details never go near the AI.
Quote went quiet? Echelon spots the silence, drafts the follow-up in your voice from what it knows about the job, and waits for your tap before anything sends.
See how follow-ups work →What does the customer actually get? A live page they can ask questions on — and you get the question the second it's asked, with the reply already drafted.
Try both sides →Job's done? One tap turns that quote into the invoice, with every line item carried across and the wording rewritten into past tense.
See how invoicing works →What's included.
Everything quoting does in the one plan.
Unlimited quotes.
Quote every job you walk. No monthly cap, nothing metered. Your price is the same in your busiest week as in February.
Voice or text input.
Describe the job however it comes out of your mouth. The system handles the formatting.
A live document, not an attachment.
Your logo, your colors, your business name — opened in a browser, so nothing gets lost in a downloads folder. You see when they read it, and they can ask about a line item right there. 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, $199/mo
Quotes, invoices & customers: one plan.
Quoting, invoicing, follow-ups, live proposals, and a customer database that remembers every job, all in the one Echelon plan at $199/mo CAD (same in USD). A website is the one thing we quote separately, because we build it with you.
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 quote with your logo, labour, materials, and taxes broken out. You review it, hit send, and it's open on the homeowner's phone 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 $199/mo CAD (same in USD), with unlimited quotes and invoices. No contracts, no meters, 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. Every line item carries across and the wording is rewritten from future to past tense — "we'll install the gate" becomes "we installed the gate" — so it reads like an invoice, not a recycled quote. It lands as a draft, so you can fix anything that changed on site before it goes. Prices, totals, and customer details are never routed through the AI. No retyping, no spreadsheet, no chasing.
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