YOUR BEST CLOSES 70%.
YOUR WORST CLOSES 30%.
The gap isn't talent. It's process. Your company has a sales process. Only your best tech runs it. The rest wing it. Quoat is the system that makes every tech run it — and the AI coach grades every call against it. Same process. Same standard. Every home.
Trusted by leading home service companies
YOUR SALES PROCESS.
EXECUTED EVERY TIME.
- 8:45 AM
Tech presses record in Tech Portal
The AI Sales Coach grades every appointment against your sales process. Techs see what to improve. You see what's working.
No more “I think the appointment went well.” You'll know.
- 9:00 AM
Smart Inspection
Your tech documents every step with photos, videos, and pass/caution/fail grades. The office watches live and coaches in real time — and the inspection becomes the homeowner-facing report.
No more “Did he even check the heat exchanger?” You watch it happen.
- 9:35 AM
Smart Report at the kitchen table
Tech walks the homeowner through every finding on the Smart Report. The Tech Diagnostic Sheets translate each issue into plain language — what's happening, why it matters, what happens if it's ignored.
The homeowner buys into the problem before they ever hear a price.
- 9:50 AM
Pitch Book + Repair vs Replace
Most contractors run three estimates through their CRM and hit the homeowner with a total that triggers sticker shock. The Pitch Book — designed by Pitch & Close — makes you look different, sound different, and offer options no other contractor does. Homeowners build their own system and add the options they want.
Average ticket goes up. Objections go down.
- 10:10 AM
Market Report
“I got a cheaper price.” “I'm getting other quotes.” Most techs fold on the spot. The Market Report makes sure yours doesn't. It shows the homeowner where your competitors are priced — the ones charging more, the ones charging less — and exactly what the cheaper quotes are leaving out.
Cheap stops looking cheap when you see what's missing.
- 10:30 AM
Ask for the sale
Most techs drop off estimates and hope they get a call back. Your tech closes at the table. The Tech Portal trains on the top 10 objections — “let me think about it,” “I want more quotes,” “I need to ask my spouse” — and the Pitch Book has natural-conversation objection handlers built right in. If the homeowner still wants to shop around, the Best Price Guarantee escalates the deal back to the manager, even after getting other estimates.
Every deal gets two shots to close. Most contractors only get one.
- 11:00 AM
AI grades it. You see the Playbook Score.
Every appointment recorded and scored against your sales process. The Playbook Score lands on your dashboard with an AI summary — so you spot-check without ride-alongs. The leaderboard ranks every tech by score and close rate. Your top closer's best calls become your team's training library. You stop wondering why your best closes 70% and your worst closes 30% — and start coaching the gap closed.
What was invisible is now in your dashboard.
Transform your techs in 6 months.
EVERY SKIPPED STEP IS A
MISSED OPPORTUNITY.
The dirty coil gets missed. The cracked heat exchanger never gets flagged. The duct system never gets inspected. Every skipped step is a missed opportunity — and you never know it happened. Smart Inspections force every tech to run the full system inspection on every call — maintenance, service, and even estimates.
- 01
For your homeowner
A detailed inspection report where every system component is evaluated using a Pass, Caution, or Fail grading system along with pictures and videos, helping homeowners clearly understand the condition of their system.
- 02
For your tech
The inspection IS the report. Photos, videos, and grades captured in one pass — no clipboard, no double-entry, no writing it up after the call. The Tech Portal walks him through every step so nothing gets skipped.
- 03
For you, the owner
A dashboard with % of inspection completed per tech. Every opportunity tracked by date range — system replacements, ductwork, IAQ, insulation. Watch inspections live, and coach techs in real time.
YOUR COMPANY'S PROCESS,
SYSTEMATIZED.
Six parts of the sales playbook, each systematized as a step in the app so every tech runs it the same way, every home.
Ask The Right Questions
Uncover the real pain points and what matters most to the homeowner before the inspection even starts. Comfort issues, past repairs, decision-makers, priorities — so every tech leads the conversation instead of guessing their way through it.
System Inspection
A branded checklist you can see your techs actually follow — every step, every home. Doubles as a Report Card presented to the homeowner right at the kitchen table, complete with photos, videos, and plain-language explanations of what each finding means.
Go Over The Findings
Learn how to walk the homeowner through the findings without sounding too technical. Report Cards translate grades and repair priorities into a conversation they actually understand — so they buy into the problem before they ever hear the price.
The Pitch Book
A branded deck that makes your company feel completely different from the three-estimate sticker-shock template the other guys are handing out from their CRM. Builds tremendous value and makes homeowners want the high-end system before they ever see a price.
Offer Premium Solutions
Premium options presented inside the Pitch Book with prebuilt pricing. Build real value around variable-speed equipment, higher-efficiency systems, and premium packages — so techs stop defaulting to the cheapest option out of habit.
Ask For The Sale
Most techs don't ask for the sale — they just drop off estimates. Quoat makes them ask every single time and overcome objections through normal conversation, using pre-written handlers built right into the tech portal.
KILL THE THREE-ESTIMATE GAME.
SIGN AT THE TABLE.
Homeowners shop because they don't know if your price is fair. Quoat's Market Report shows them — right at the kitchen table — the local pricing range for the exact system you're quoting. The shopping reflex stops the moment they see your number sitting inside the band.
Market Report ends the comparison-shop — here's how it shows up in your tech's portal ↓
AI
IS A TOOL IN YOUR PLAYBOOK.
NOT THE PLAYBOOK ITSELF.
AI shows up in four specific places inside Quoat. A Repair vs Replace calculator that weighs equipment age, efficiency, repair cost, and local data — so the math lands in front of the homeowner instantly. A Market Report that pulls local pricing context so your quote doesn't feel high — homeowners stop shopping once they see the range you're working in. An optional AI Sales Coach that grades how each appointment ran against the playbook you built. And a private commission tracker that shows your tech what they earned on every sale and the effect discounting had on their commission.
Repair vs Replace
AI weighs equipment age, efficiency, repair cost, and local data so the homeowner sees a clear recommendation instantly — without your tech arguing the math.
Market Report
Pulls local pricing context so your quote doesn't feel high. Homeowners stop shopping once they see the range you're working in.
AI Sales Coach (Optional)
Grades how each appointment ran against the playbook you built. Spot-check techs without riding along on every call. Off by default — turn it on when you want it.
Commission Tracker
A private dashboard that shows your tech what they earned on every sale and the effect discounting had on their commission. Kills the habit of giving money away to close.
BUILT FOR THE FIELD.
DESIGNED FOR YOUR PROCESS.
Book a Demo
Pick a time below for a 45-minute walkthrough.
Frequently Asked Questions
Everything you need to know before getting started.