Home Service Revenue Desk · EstimateFlow
Send a reviewed estimate the same day.
Your technician records a voice note on site. EstimateFlow turns it into a structured, branded estimate draft, flags anything missing, and waits for the owner to approve the price. Built for residential HVAC and trades with a stable price book.
Credited in full toward your build. A real, fixed price within one business day.
EstimateFlow
Owner approves ✓
Nothing goes out without a named approver
Watch one run
Thirty-seven seconds, start to finish.
37 seconds. A fictional company and synthetic data, start to finish: the voice note, the flag, the draft, the approval.
Inside the shop
Four handoffs. One of them is yours.
- 01
Voice note
The tech talks through the job before leaving the driveway.
- 02
Missing-info check
Anything unclear comes back as a question, not a guess.
- 03
Branded draft
Line items priced from your own price book.
- 04
Owner approves
Nothing reaches the customer until a person says yes.
The problem
Technicians finish site visits. Estimates wait in a queue.
Every day an estimate sits unwritten, the customer is calling someone faster. The notes exist, the price book exists; what is missing is the hour nobody has. Here is the route an estimate takes instead.
Try the workflow
Open the draft. Change it. Approve it.
This browser-only sandbox uses the same fictional HVAC scenario as the film. Nothing is connected, sent, or stored.
EstimateFlow sandbox
Northstar Mechanical · fictional company and synthetic data
Source
Technician voice note
“Existing furnace is failing on the heat exchanger. Recommend the 60,000 BTU two-stage replacement. Standard install, remove the old unit. Need to confirm whether the permit is included.”
00:18 · transcribed for this fictional demo
One unknown flagged
Is the municipal permit included in this price?
Draft
Estimate NF-1048
Draft total
$6,480
CAD · tax calculated
after approval
Demo only. No message is sent and no data is stored.
What you supply
Your process, on paper.
- Your price book
- Your estimate template and standard terms
- Your service catalogue
- Two or three approved past estimates as examples
- A named approver on your team
The guardrails
What never happens automatically.
- No price is ever invented; unknowns become questions
- Nothing is sent to a customer without your approval
- Your data stays yours; public demos use synthetic data only
- Every change is retested against a fixed evaluation set
How buying it works
Three steps. Fixed price before development.
- 01
Workflow Blueprint
A 90-minute working session that maps your process, inputs, risks, and approver. You leave with a fixed implementation quote.$750 flat, credited - 02
The Build
EstimateFlow configured on your own material, tested against real cases, documented, and launched with a 30-day stabilization period.from $1,800 fixed - 03
Run
Monitoring, fixes, and a monthly review. Starts only after the pilot passes its acceptance checklist. Cancel anytime.$350 / month, optional
Prefer to read before you talk to anyone? The free EstimateFlow field guide, with the full demo and the risks explained, is on Sirrius Atlas.
Read the field guide →