Estimates in minutes, not evenings.
RSP turns hours of evening estimating into minutes — auto-populating line items from your rate book, leveraging past work as blueprints, and using AI to draft a polished scope directly from your pricing. When the proposal lands, your customer can accept and pay their deposit on the spot, helping you win the job first and reclaim your nights.
Start from what you’ve already written
Everything you have ever quoted is searchable — by customer, by scope, by line item — and any past estimate can be pulled up as the starting point for a new one. Pin one as a template and your standard panel upgrade is one click. Most of the work a contractor does looks a great deal like work that contractor has already done, so after the first handful, most estimates are a few clicks and a read-through.
Your rate book does the typing
Prices and units autocomplete out of your own rate book as you type. Ad-hoc lines work when something isn’t catalogued, and a distributor’s price list comes in from a CSV file — with a preview that shows exactly what would be added or changed before anything is written.
AI writes the scope — from what you actually priced
The customer-facing scope of work — the plain sentences at the top of the document that say what you’re going to do — is drafted for you, strictly from the actual line items and job notes. Because it can only draw on what you priced, it can’t invent work you didn’t quote. Rewrite it, hit Redraft, or reset it any time before it sends.
The drafter has a second channel, pointed the other way: if something about the job looks worth checking — a mismatch, a line that seems to be missing — it can raise a private concern to the office. The customer never sees that note.
Options the customer can tick
Any line can ride along as an optional add-on — priced, described, and sitting on the customer’s own copy with a box to tick. Whatever they take folds into the accepted total, the contract and the invoice, with no re-quote and no second conversation. On one real job the offer was “Second 60A circuit prewired for a future vehicle”, at $534.00; the customer left it, and the answer arrived without a phone call either side wanted.
Deposits
Deposit terms sit on the estimate with live dollar maths: set a percentage, or let your company default carry it, and the amount computes beside it on the document. When the customer accepts, paying is part of the same sitting — card, bank transfer, or reading the check details and committing to pay by check. Accept and fund happen in one sitting, so the job is funded before it ever touches the schedule. On that same job the deposit was 40% of $3,432.00 — $1,372.80, paid two minutes after the acceptance.
The proposal the customer opens
What the customer gets is a branded page at a private link: your logo, the scope, the total, and as much line detail as you chose for that document — a plain summary, category totals, or every row. Exclusions print right on the document, so what the job does not include is never a later argument, and your warranty and terms sit behind one tap rather than burying the price.
A quote that stays what you sent
Revising an estimate before signature withdraws the old one and opens a new one prefilled from it — so nobody can sign a number that has been replaced. And a sent document freezes the company details it went out with: change your address or your terms next month, and what the customer already holds stays exactly what you sent.
Shops that quote in QuickBooks first can import an estimate from there and send it the same way.
Sent Monday evening, funded Tuesday lunchtime
How long does an estimate actually take?
Minutes, once your rate book is loaded — which is something we do with you when you start. Line items autocomplete from your own catalog, similar past jobs come in as a starting point, and the customer-facing scope drafts itself from the lines you chose. The first one takes the longest. Most of the rest are a few clicks and a read-through.
Can the customer see what the job costs me?
No. Your cost, your markup and your margin never appear in any customer-facing view. What the customer sees is the level of detail you picked for that document — a plain summary, category totals, or full itemization — and the totals are identical whichever one you chose.
Can I offer extras without a second conversation?
Any line can ride on the estimate as an optional add-on, priced and described, with a box the customer ticks on their own copy. Whatever they take folds into the accepted total, the contract and the invoice automatically. You make the offer once, at the moment they’re already deciding, and you find out the answer without either of you booking a call.
Do I have to take a deposit?
No — deposits are per estimate, with a company default behind them, and you can set the percentage or leave it off entirely. When you do ask for one, accepting the estimate flows straight into paying it — card, bank transfer, or a committed check — so the job is funded before it reaches the schedule rather than after somebody remembers to ask.
Can I send it from my own email instead?
Yes. Every send step offers both: deliver it from ReadyServicePro under your company’s identity, or open the same pre-written message in your own Mail or Messages app and send it from the account you’ve used for twenty years. Both live on the same send step, and neither is the workaround.