Trades software · Surrey, BC
Surrey is a long day in the truck. The quote still has to leave today.
South Surrey, Cloverdale, Newton, Fleetwood, and the new lots between them are not one neighbourhood. An owner-run shop covers that ground with the same person who writes the quote. Echelon sends it from the visit, drafts the chase if it goes quiet, turns a yes into an invoice, and keeps the customer so next season isn't a search through old texts.
14-day free trial · No credit card · $199/mo CAD
Surrey, without the fiction.
Built for owners working Surrey. Not a fake local story.
Nothing on this page is a Surrey success story. We don't publish jobs we didn't do. What is true: one flat CAD plan for outdoor trades with zero to four people, and a Surrey week is a lot of driving. The quote dies if it waits until you're home.
What Echelon does
Quote it. Chase it. Invoice it. Remember the customer.
Written for the owner whose Surrey day has three cities' worth of distance in it. One plan, $199/mo CAD, for shops of about zero to four people.
A live quote from the visit.
Describe the job by voice or text. Echelon drafts a branded, line-itemed quote in about 90 seconds. The customer opens a page, not a PDF you still owe them tonight.
Quiet quotes get a draft, not a send.
The day after, again on day 3, and once more on day 7, Echelon writes the follow-up in your words and holds it. You tap send. Email only.
A yes becomes the invoice.
One tap carries the lines onto the invoice. Echelon does not take the payment. Your e-transfer or your own payment link goes on it, and you record the money when it lands.
The customer is still there next season.
Every quote, invoice, and job stays on that customer. Next time they call, you are not hunting through texts for last year's number.
The trades
Same plan. The Surrey work is usually one of these.
Questions
Before you try it in Surrey.
I work Surrey and Langley. Is the account locked to one city?
No. This page is for owners whose work is in Surrey. The software isn't geo-fenced. Customers, quotes, and invoices sit on one timeline, wherever the job was.
New driveways and first-year yards — same app?
Yes. Landscaping, roofing, and concrete coating each have their own page, and they run the same plan. The line items come from how you describe the job, not from a Surrey-only catalog.
What happens when they open the quote and say nothing?
That's the chase. Echelon drafts a follow-up in your words and waits for your tap. You approve every send. It does not text them, and it does not send itself.