Quote Fast.
Get Paid Faster.
Professional proposals in minutes. Digital signatures. Multiple payment options. Automatic reminders.
The Quote Starts During the Call.
AI extracts the client's name, address, phone number, service type, and any pricing discussed directly from the call transcript. By the time you hang up, the quote is halfway built.
Client
Sarah Mitchell
Address
4821 Redwood Ln, Austin TX
Phone
(512) 555-0318
Service
Mold Assessment + Air Testing
Price Discussed
$349
Load a Template
Pick a pre-built scope. Client name, address, and phone are already filled in from the call.
AI Scope Generator
Type a few words. AI builds the full scope using your previous quotes as the reference — same line items, same language, same accuracy.
Sarah Mitchell
4821 Redwood Ln · (512) 555-0318
Mold Assessment — Full Inspection Package
Visual inspection of all accessible areas, air quality testing with certified lab analysis, written report with findings, recommendations, and photos.
Visual Mold Inspection — All Accessible Areas
Attic, crawlspace, living areas
Air Quality Testing — 3 Samples
2 interior + 1 outdoor control
Certified Lab Analysis & Chain of Custody
Results within 3–5 business days
Written Assessment Report with Photos
PDF delivered via client portal
Client info comes from the call. Scope comes from your past quotes. You review and send.
A Few Words. A Complete Scope.
Type a rough description — "water damage in basement, two dehumidifiers, mold on OSB, full containment" — and the AI generates a complete, itemized scope with line items, quantities, and pricing.
What makes it accurate: the AI uses your previous quotes as the reference. It writes in your language, uses your typical line items, and prices jobs the way you price them. The more you use it, the better it gets.
- Generates title, description, and itemized line items with pricing
- Learns from your previous quotes — consistent language and structure
- Output is fully editable before sending to client
- Save any quote as a reusable template for future jobs
- Pre-built service library for one-tap line item additions
- AI tone adapts: urgent, professional, conservative, conversational
"Water damage in basement, two dehumidifiers needed, mold on OSB, full containment"
Basement Water Damage & Mold Remediation
Containment, structural removal, antimicrobial treatment, and structural drying.
Post-Remediation Air Test
2 interior + 1 outdoor control, certified lab
Expedited Lab Processing (24 hr)
Results next business day
Quote It Your Way.
Not every job needs a line-item breakdown. Not every client wants one. Choose the pricing structure that fits the job — and mix and match how each item behaves.
One flat total. Scope of work in plain text. No individual line items — just the job and the price.
Scope of Work
Full mold assessment including visual inspection, 2 air samples, lab analysis, and written report.
Full itemized breakdown. Each service listed separately with its own price, description, and status.
A flat base price for the core job, with optional or required add-ons listed below. Clients can see exactly what each upgrade costs.
How each line item behaves
No-Price Item
Descriptive
A line item with no dollar amount — use it to list scope details, inclusions, or notes without adding to the total.
Required
Always included
Has a price. Always included in the total. The client can see it but can't remove it — it's part of the job.
Optional — Pre-Selected
Recommended
Has a price. Starts added to the total by default. The client can remove it if they don't want it — but most won't.
Optional — Not Selected
Client adds it
Has a price. Starts unchecked. The client can add it if they want — total updates in real time when they do.
Let Clients Upsell Themselves
Mark certain services as optional — the client checks or unchecks them before approving. The total updates in real time. No back-and-forth, no phone tag. And they can see exactly what they save by paying with Zelle before they commit.
- Mark services as optional — clients add or remove before approving
- Quote total updates in real time as client selects items
- No back-and-forth: client self-selects, then approves in one step
- Digital signature captured with IP, timestamp, and geolocation
- Cash/Zelle discount shown as exact dollar savings at payment time
- Required deposit enforcement — collect a percentage upfront before work begins
Proposals That Win Jobs
Create polished, itemized quotes in minutes. Let clients choose optional services and see exactly what they're getting.
- Itemized line items with clear descriptions
- Optional services clients can add themselves
- AI-assisted scope writing from call transcripts
- Automatic discount calculations
- Branded with your logo and colors
- Download as a clean PDF — shareable, printable, adjuster-ready
Signed in Seconds, Not Days
Clients approve and sign quotes from their phone—no app download, no printing, no scanning. Just tap and sign.
- Works on any device, no app required
- Timestamp recorded for every signature
- IP geolocation for legal compliance
- Contact verification before signing
One Click: Quote → Invoice
When a quote is approved, convert it to an invoice instantly. All pricing and line items carry over—no re-entry required.
- Convert approved quotes with one click
- All pricing locked at approval
- Flexible payment terms (Net 7, 15, 30)
- Partial payment support
- Option to pass processing fees to client
- Invoice numbers auto-generated
- Download as a clean PDF for client records or insurance submission
Get Paid Online, On the Record
Clients pay straight from the invoice and the payment posts itself—date, method, amount, and processing fee all captured. The PDF updates to “Paid in Full,” ready to share or hand to an adjuster.
- Clients pay online by card, ACH, Affirm, or Link
- Payment date, method, and amount recorded automatically
- Processing fee itemized in the payment summary
- Status updates to "Paid in Full" on the branded invoice
- Download or share the paid PDF for records or insurance
Stop Giving 3% to Payment Processors.
Zelle and cash collect the full job price with zero processing fees. Card payments pass the fee to the client — not you. Your clients see the exact dollar difference before they choose. Your margin stays intact either way.
Zelle
No processing fees — full job price, every time
Cash
Zero fees. Client sees exact savings on their quote.
Credit/Debit Card
Stripe-powered — fee passed to client, not you
Tap-to-Pay
Accept cards on-site with your phone
Apple & Google Pay
Digital wallet payments, contactless and fast
ACH Bank Transfer
Direct bank-to-bank for larger jobs
Check
Recorded with tracking number for your books
Tips & Reviews
Accept tips or redirect to a review — your call
Payment Plans
Split larger jobs into scheduled installments
Never Chase Payments Again
Automated reminders follow up on unsigned quotes and unpaid invoices. Customize timing and templates to match your style.
- Customizable timing per company
- Custom SMS and email templates
- Auto-disable when paid or approved
- Toggle reminders per quote/invoice
- Rate limiting prevents spam
Know When They're Ready to Buy
See exactly when clients view your quotes and invoices. Know the perfect moment to follow up and close the deal.
3 views
6:08
Austin, TX
Mobile
- Distinguish your views from client views
- Perfect timing for follow-up calls
- Track downloads and print events
Hide Job Costs from Technicians
Technicians can be assigned to perform the assessment without seeing the quote or invoice. They do the inspection—you handle the billing. Job costs stay between you and the client.
- Hide quotes and invoices per technician
- Technicians see only assigned assessments
- Job pricing and costs stay completely private
- Technicians can still do their work uninterrupted
- Choose which technicians get financial access
"I know exactly when clients open my quotes. Following up at the right time has doubled my close rate."
Sarah Chen
Lead Inspector
See It In Action
Get a personalized demo tailored to your workflow. See how Mold Inspector can transform your business.
- 30-minute personalized walkthrough
- See pricing for your team size
- No obligations or pressure