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.

Sprint credited in full toward your build. A real, fixed price within one business day.

The 99-second film

Watch the handoff, start to finish.

A technician speaks. The system catches what is missing and prepares the estimate. The owner stays in control.

99 seconds. A fictional company and synthetic data, start to finish: the voice note, the flags, the draft, the approval.

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

Waiting for owner

Draft total

$6,480

CAD · tax calculated
after approval

Demo only. No message is sent and no data is stored.

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.

01

Voice note

The tech records what they saw before leaving the driveway.

02

Missing-info check

Unknowns are flagged as questions, never guessed.

03

Branded draft

A structured estimate from your price book and your template.

04

Owner approves

A person reviews the price. Only then does it reach the customer.

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.

STEP 1

Workflow Blueprint

$750 flat, credited

A 90-minute working session that maps your process, inputs, risks, and approver. You leave with a fixed implementation quote.

STEP 2

The Build

from $1,800 fixed

EstimateFlow configured on your own material, tested against real cases, documented, and launched with a 30-day stabilization period.

STEP 3

Run

$350 / month, optional

Monitoring, fixes, and a monthly review. Starts only after the pilot passes its acceptance checklist. Cancel anytime.

Describe your projectBook a call

A real price within one business day, in Canadian dollars.

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 →