Your customer snaps a photo and answers a few quick questions in a three-minute walkthrough on their phone. Floyd, the AI inside FloteQuote, works out what is wrong and hands them a real price range from your numbers, on the spot. Your team gets the whole picture before anyone drives anywhere, and Floyd gets sharper with every job you close.
IQM — Interactive Quote Management. A CRM manages the relationship after the lead shows up. An IQM manages the quoting interaction itself: the customer self-filters, shows you the job, sees where the money lands, and arrives in your pipeline ready to close. FloteQuote is the first IQM platform.
01
Dynamic customer filtering
The front gate
Not a flat contact form — a conditional walkthrough that screens the job one tap at a time: service, scope, timeline, budget comfort. The phone number is captured early, so even a half-finished walkthrough becomes a lead.
02
Multimedia problem capture
The eyes
The walkthrough prompts photos and videos of the actual job. Every asset lands on the lead — and Floyd reads the pictures, counts what he sees, and flags problems before a truck moves.
03
Pricing & financing up front
The transaction
Ballpark ranges on-screen from the owner’s own numbers, and financing interest captured in the same flow — so you know their comfort level before the first call ever happens.
04
Everything lands in the pipeline
The hub
Photos, answers, pricing comfort, financing interest — pushed straight into a structured pipeline with a buzz on your phone the moment it happens. That’s where the CRM part begins: after the IQM has done the real work.
Move past static CRMs. Let customers self-filter, upload the job, and see real numbers — before your first call.
FloteQuote gives every business a customizable digital portal where customers can provide the information your team needs to understand the job — when it’s convenient for them. No time off work, no waiting around for an estimator.
Upload photos
Show the property, equipment, damage, project area, or existing installation.
Send videos
Walk your team through the problem instead of trying to explain it over the phone.
Answer questions
Collect the exact information your estimators need.
Provide measurements
Capture dimensions and other job-specific information.
Choose options
Collect project preferences, products, services, styles, or other selections.
Floyd reads it first. Then your team decides the next step.
Floyd, the AI inside FloteQuote, works out the problem and gives the customer a ballpark from your prices on the spot. Your team confirms it, asks for more, or sends someone out.
You stay in control.
Tap it outCount, kind, color — one question per screen.
Show the jobPhotos of the job, with a list of the shots that help most.
See the moneyA real ballpark, on the spot — from your own numbers.
Real screens from the FloteQuote funnel, shown with sample data.
From lead to quote without the unnecessary trip.
01
Get the lead
A customer calls, texts, or lands on your site. You send them your branded FloteQuote link.
02
Three minutes on their phone
They snap a photo or two and answer a few quick questions about the job. No app to install, no waiting on a callback.
03
Floyd works it out
Floyd, the AI inside FloteQuote, reads the photo and the answers, identifies the problem, and gives them a real price range from your rate card. Your prices, your rules.
04
Book it. Confirm it. Close it.
They pick a time while they are still on the page. Your team confirms with the whole picture in hand, and only rolls a truck when it is truly needed. Floyd gets sharper with every job you close.
The goal isn’t to eliminate the truck roll. It’s to make sure you actually need one.
Real-world result
10 days20 minutes
One window company used FloteQuote to dramatically reduce the time it took to get a quote in front of a customer.
After20 MinutesPhotos in → reviewed → quote moving
Instead of immediately sending someone out to gather information, customers can provide photos of their property through the FloteQuote experience — allowing the company to begin the quoting process before committing field resources.
Hear it from the owners. Then tap through their quote.
Five Gulf Coast businesses run their customers through FloteQuote today. Pick one, watch the conversation, then tap through the same walkthrough their customers see.
A conversation with Cade HowellOwner & Master Plumber, The Golden Plumber · Pensacola, FL
Homeowners tap “How can we help you?”, answer a few plain-English questions, send a photo of the problem, and see a ballpark before a truck ever leaves the shop.
Plain-English questions, one per screen. No plumbing jargon.
Photos before the truck rolls. Floyd looks at them before pricing.
A ballpark on the spot, then the real quote in writing.
Tap through the real quote page
Live demo. The exact page The Golden Plumber’s customers use. Nothing you enter goes to the plumber — FloteQuote sees it instead.
This is the real thing — the same quote page The Golden Plumber’s customers use, with Floyd pricing live. Tap through it like a homeowner would, or type your own job in your own words.
A conversation with LoganOwner, My Local Window Guy · Pensacola, FL
Homeowners count their windows, tap the kinds that match, add photos of the house, and see an installed ballpark for the whole job while they are still on the couch.
A window list with pictures. Tap plus under each kind until they add up.
Photos of the house, up to six, before anyone drives out.
An installed ballpark for the whole job, not a per-window guess.
Tap through the real quote page
Live demo. The exact page Local Window Guy’s customers use. Nothing you enter goes to Logan — FloteQuote sees it instead.
This is the real thing — the same quote page Local Window Guy’s customers use, with Floyd pricing live. Tap through it like a homeowner would.
A conversation with Wrapid GraphicsVehicle wraps & commercial graphics · Pensacola, FL
Wrapid Graphics
Vehicle wraps · Pensacola, FL
Business owners pick their vehicle, upload their logo, and watch FloteQuote render wrap concepts on their own van. Then they send the one they like straight to the shop.
Concepts rendered on their vehicle, with their logo and colors.
Estimate and timing before the first phone call.
The shop gets the photo, the logo and the pick on one lead.
Tap through the real wrap preview
Live demo. The exact page Wrapid Graphics’ customers use. Nothing you enter goes to the shop — FloteQuote sees it instead.
This is the real thing — the same wrap preview Wrapid Graphics’ customers use. Pick your vehicle, add your logo if you like, and see a concept with an estimate and completion window. The concept here is a sample render; on the live page it is rendered from your own logo and photo.
A conversation with Larry GreenOwner, Gent’s Formal Wear · Pensacola, FL
Grooms and prom dates enter their height, weight, build and the shirt size they usually wear, and a 3D mannequin shows their jacket, pant and shirt sizes before they ever walk in. A Gent’s fitter confirms in store.
Sizes in about a minute, with nothing uploaded.
A mannequin that turns, in their skin tone and the suit colour they pick.
The sizes ride along to the fitting booking, so the visit starts half done.
Try the AI Fit for real
This is the real thing, the same AI Fit that runs on Gent’s site. Put in your own height, weight and build, spin the model, pick a suit colour. Nothing you type leaves your browser. Open it full size.
A conversation with Gulf Coast CameraCamera stores · Pensacola & Bradenton, FL
Someone selling a camera or lens picks the model, grades its condition, takes the photos the store asks for, and sees a real cash and trade-in price pulled from live market data, all before they drive to the store. The store gets the gear, the photos and the number in one email.
A real price in about two minutes, from live sold-listing data, not a guess.
The photos the store actually needs, with an example picture for every shot.
Cash or trade-in, their pick, with a quote code they can check any time.
Try the camera quote for real
This is the real tool, the same one Gulf Coast Camera runs. Pick any camera or lens, grade it, add photos if you like, and put in a name and email at the end. It is in demo mode here, so nothing is saved and nothing goes to the store. Open it full size.
Want this for your trade?
On the demo we build the first screens of your quote flow with you, on your jobs, in about 20 minutes.
They Called Three Plumbers. Be First With a Price.
Get the photos, qualify the job, and send a ballpark before the competition calls back.
Windows & Doors
They Want a Price. Not a Two-Hour Sales Pitch.
Let homeowners show you their windows, answer a few questions, and get the quoting process started before you leave the office.
HVAC
Their AC Died at 8 PM. Don’t Wait Until 8 AM.
Capture the problem, equipment photos, and customer details even after hours. Be ready to quote while competitors are still playing phone tag.
Roofing
Stop Sending Ladders to Leads That Won’t Close.
Get the damage photos, job details, and budget expectations before you put another truck on the road.
Vehicle Wraps
Their Truck. Their Dream Wrap. Their Price Range.
Let customers picture the finished wrap and explore pricing before the first sales call.
Remodeling & Construction
Know Their Budget Before You Know Their Driveway.
See the project, learn their budget, and qualify the opportunity before scheduling another free consultation.
Your business. Your portal. Your process.
FloteQuote isn’t a generic form you send to every customer. Build a customer journey around the way your business actually sells.
Add:
Your branding
Intro videos
Questions
Photo requests
Video requests
Measurements
Product selections
Special offers
Deal deadlines
Custom steps
Instructions
Calls-to-action
FloteQuote is modular. Add what you need. Remove what you don’t.
Build the experience your customer needs to take the next step.
Every business collects information differently. FloteQuote gives you the flexibility to build the process around your business instead of forcing your business into someone else’s process.
Show us your home.
Upload photos of the front, back, and sides of your home.
Front
Back
+Add Photos
Almost there.
Want to take advantage of this week’s offer?
$500 OFFLimited-time offer
Speed-to-lead isn’t just about responding fast.
You can respond to a lead in five minutes and still take five days to get them a quote.
The real bottleneck is often what happens after the customer says:
“I need a quote.”
Someone has to get the information.
Someone has to schedule the appointment.
Someone has to drive there.
Someone has to inspect the job.
Someone has to build the estimate.
FloteQuote helps compress that process.
LeadInformationEstimateQuote
Without automatically putting a truck on the road.
No wheels on the road
Quote from anywhere, seven days a week.
Easy AI quoting from your phone. The customer sends the photos, Floyd helps you price it from your own price book, and the quote goes out with your own video walkthrough on top — Saturday morning, Sunday afternoon, from the truck or the couch. Then the deposit comes back by card link. No drive, no gas, no "we'll get someone out Tuesday."
WeekendsA Saturday lead used to mean a Monday drive. Now it means a Saturday quote.
EveningsHomeowners fill out the walkthrough after dinner. You can answer it after dinner too.
From your phonePhotos, measurements, price book, margins, and the proposal link — all in your pocket.
Zero milesQualify and quote before anyone decides whether the job is worth a truck roll.
AI-priced, you-approvedSpeak the job or tap the line items; Floyd builds it, you check the margin, you send.
Same-day answerThe fastest quote wins — and the fastest quote is the one that doesn't wait for a drive.
Your command center comes included
Every lead gets a back office.
The portal is what your customers see. This is what you see: every lead, every follow-up, every proposal, every measure sheet and signed contract — with Floyd, your built-in AI office manager powered by Claude, telling you who to call next.
The Today tab runs the morning. Appointments, who needs a touch, stale quotes — and the week’s wins, $73,100 and counting.
01
Work top to bottom.
Every open lead scored and ranked — hottest first, with the reasons why, and the dollars on the line.
02
Every lead tells you how to sell it.
The price they saw, one Call button, the facts in a list, photos, next steps and the whole history — one page, phone or desk.
03
Type your price. Margins when you want them.
Type the price on each line, or open “Price it from what it costs me” for cost, a margin slider and profit per line. The customer only ever sees final prices.
04
$251,480 won in the last 90 days.
The whole business on one screen — page views to quotes, pipeline by stage, close rate and what got away.
05
Ask Floyd who to call first.
Your built-in AI office manager knows every lead, every stale quote and this week’s schedule — and answers in plain English.
Real screens from the FloteQuote app, shown with sample data.
Floyd AI, with mannersKnows every lead, drafts every follow-up, builds the game plan — trained on real people skills, never pressure.
Lead alerts, no ZapierYour phone buzzes the second a homeowner leaves their number — even before they finish the form.
Speak-to-build proposalsSay the job out loud. Line items, prices, and margins build themselves from your price book.
Measure sheet & contractsMeasure every window on your phone, turn it into a signed agreement, and scan any paperwork straight into the file.
Video walkthrough & card depositRecord yourself walking through the quote, get pinged the second they watch it, and collect the deposit by card link — same night.
Works where you workAdd it to your phone's home screen — it runs like an app, truck to driveway, dark mode and all.
Everything you need to build a faster quoting journey.
Custom Portals
Create branded customer experiences built around your sales process.
Photo Collection
Get visual information directly from the customer.
Video Collection
Let customers show you problems instead of trying to describe them.
Custom Questions
Collect the exact information your team needs.
Offers
Present promotions and incentives during the customer journey.
Deadlines
Add time-sensitive offers and expiration dates.
Modular Builder
Build different journeys for different services, jobs, and customers.
Job Information
Keep the submitted information organized for your team.
Floyd, AI Office Manager
Morning briefings, closing plans, follow-up emails, and straight answers — powered by Claude.
Quick Interview & Sales Plays
Tap what the customer cares about — get the upsells, the price-pushback plan, and the closing line.
Margin Control
A real price book with three-speed margin sliders. Costs stay private; profit stays intentional.
Your Data, Always Yours
Team logins with roles, one-tap spreadsheet export, and nightly backup to your own Google Sheet.
Digital Measure Sheet
The paper window-specs sheet on your phone: a photo of every window, sizes with fractions, dropdown styles, and an Exclude switch so nobody orders a window that's staying.
Contracts, Signed on a Phone
One tap builds the agreement from the lead, the quote, and the measure sheet. The customer initials and signs on their phone. No DocuSign bill.
Video Quote Walkthroughs
Record yourself walking through the quote — phone camera, or screen share with your face in the corner. It plays right on their proposal, and your phone pings the second they press play. No Loom bill.
Deposits Paid by Card
One tap makes a secure payment link for the deposit. The customer pays on their phone, and the job flips to PAID — with a ping — the moment the money moves.
Document Scanner
No signal at the house? Handwrite it, snap it, drag four dots to the corners — it files on the customer flat and clean, like a real scan.
AI Ad Studio
Start from a real job photo, approve the design, then your exact headline, phone number, and logo go on — in your company colors. Floyd proofreads every ad before you post. 10 premium ads a month, built in.
Floyd Reads the Photos
He counts the windows he can see, names the styles, and flags foggy glass and old aluminum frames — before you drive out.
Training Built In
Guided tours on the real screens and short knowledge checks with a pass mark. New hires learn it in an afternoon; owners see who's certified.
See every feature on your own jobs.
Bring a job you quoted last week. We will show you how it would have gone through FloteQuote, start to finish.
The AI engines, payments, scheduling, and automation your business already runs — connected.
ChatGPT
Claude
Nano Banana
Housecall Pro
JobTread
Zapier
Jobber
Stripe
If your business sends people out to quote jobs, FloteQuote is built for you.
Whether you’re running a window company, landscaping business, HVAC company, roofing company, construction company, or another field-service operation, FloteQuote helps you collect more information before committing field resources.
Your team should spend its time where it creates the most value.
Windows
Landscaping
HVAC
Roofing
Plumbing
Electrical
Flooring
Fencing
Construction
Remodeling
Home Improvement
Field Service
Semme SilverFounder, FloteQuote · Pensacola, FL
About FloteQuote
The lead wasn’t the problem. The wait was.
After years of helping Gulf Coast contractors generate leads through TOM Marketing, I kept seeing the same problem.
The customer was ready to buy. The contractor wasn’t ready to quote.
Phone calls. Scheduling. Driving across town. Free estimates. Days of back-and-forth just to get a number in front of a customer.
I realized contractors didn’t just need more leads. They needed a faster way to turn those leads into jobs.
That’s why I built FloteQuote.
Customers show you the job from their phones. FloteQuote helps you qualify the opportunity, price it using your own numbers, and get a quote moving before you ever send a truck.
Built in Pensacola. Built for the trades. Built to help contractors win.
U.S. Bureau of Labor Statistics, “Occupational Employment and Wage Statistics,” May 2025. Sales Representatives, Wholesale and Manufacturing, Except Technical (41-4012), Pensacola-Ferry Pass-Brent MSA. www.bls.gov/oes/current/oes_37860.htm
U.S. Bureau of Labor Statistics, “Employer Costs for Employee Compensation, June 2026,” Table 4, private industry sales and related occupations. www.bls.gov/news.release/ecec.t04.htm
