QuoteGuard

Stop Losing Leads. Start Closing.

Field service operations overview

QuoteGuard turns messy inquiries into closed deals. One system. Every channel. No leads left behind.

Built for teams that need disciplined follow-ups, not autopilot. Deploys across US field teams for HVAC and Fire Protection

Field service operations overview
Lead chaos on multiple channels

You're Not Losing Leads. You're Bleeding Revenue.

Every delayed response is a signed contract—for someone else.

Before QuoteGuard

  • Checking inboxes between jobs
  • Wondering who replied last
  • Wondering where the client reached out
  • Chasing leads when it's already late

Three Ways Lead Chaos Kills Revenue

The Scatter

Leads arrive on 5 channels. You check 3. The money is in the other 2.

The Drop

20-minute response: 70% close rate. 5-hour response: 20%. You're averaging...

The Tax

Your best tech are playing detective with lead threads instead of closing deals.

The real enemy isn't competition. It's inconsistency.

One System. All Channels. Zero Chaos.

QuoteGuard enforces your best follow-up process on every single lead, automatically. No exceptions. No excuses. No revenue left on the table.

1. CAPTURE

All inquiries land in one place

Email, Facebook, web forms, voicemail, every channel flows into a single pipeline. No more hunting across platforms.

2. STRUCTURE

AI extracts what matters

Job type, location, scope details, automatically parsed to your business model. Missing info? We draft the follow-up.

3. EXECUTE

Your process, consistently applied

Fast reply. Professional quote. Timed follow-ups. You approve every message before it sends.

4. CLOSE

A dedicated expert watching your back

A real person monitors your pipeline, catches cold leads, tunes timing, and tells you where money is hiding.

This isn't software you'll abandon in 3 months. It's a service with a human optimizing your pipeline every single week.

How QuoteGuard Works

A quick look at how QuoteGuard turns incoming leads into drafted next steps. Securly enforcing your quoting process all under human control.

QuoteGuard System
Magnifying glass highlighting the QuoteGuard System
Report
Case Name Last Update Status Message Source
No data yet...
Draft Email

Subject: Draft pending

A draft will appear after the system processes a lead.

Proven in the Field

Built on operator-run systems, not theory.

Repair workflow

Electronics Repair

Standardized quoting and decision follow-through across 1M+ device flows. Drop-offs decreased, throughput stabilized.

White goods field service team

White Goods Field Service

Scaled a service company 5x. Built lead intake, quoting, and enforced follow-up across email, phone, web, e-com, and field management systems. Clear ownership replaced inbox chaos.

Service intake list

Multi-Channel Service Intake

Centralized fragmented inquiries into one execution flow. Response times improved, individual dependency dropped, outcomes stayed predictable under load.

Why QuoteGuard Wins Where Others Fail

QuoteGuard is a system plus a specialist, not another SaaS to babysit.

Generic CRM Expensive Agency QuoteGuard
You configure it Slow to adapt We configure it to your business
You babysit it Disconnected from ops We monitor and optimize weekly
You hope it works No technical depth Dedicated data scientist + guardrailed AI
$200/mo + frustration Hefty one-time project, then you're on your own One flat price, ongoing improvement

Built by operators who've run logistics and field ops at scale. We know the difference between software that looks good and systems that perform under pressure.

What Could Consistent Follow-Ups Recover?

Use a quick estimate to see how much revenue consistent follow-ups can unlock.

Estimate only. Individual results vary based on lead quality, response time, and close process.

With consistent follow-ups, QuoteGuard could help recover approximately $0 monthly.

Common Questions

Before you commit, here is the short version.

Do I need to change my current tools?

No. QuoteGuard sits on top of your existing CRM, quoting software, and communication channels. We don't replace, we standardize and enforce.

How long to get started?

Three weeks. We run a hands-on workshop mapping your deal types, pricing structure, and follow-up logic. No generic templates.

What's the minimum team size?

Realistically, 10+ employees. Below that, the ROI math usually doesn't work unless you're in growth mode.

Does it message customers directly?

Only if you approve. Most teams use: QuoteGuard drafts, you review, send. No rogue emails.

What happens with messy or incomplete leads?

We normalize the information and draft a professional follow-up asking only for what's missing. You approve in one click. Automated follow-ups recover quotes that would otherwise go cold.

Can my team override the system?

Anytime. Your crew can take over manually whenever needed. We support your workflow, never hijack it.

Will this reduce admin workload?

Yes. For a 10–20 person shop, QuoteGuard typically offloads the equivalent of one full-time coordinator. We can see up to 75% less manual work for the quoting process.

How does it increase closed jobs?

Speed and consistency. Every serious lead gets answered fast, chased properly, and followed up systematically. 78% of customers choose the first responder. This is where most teams lose winnable jobs.

What's the real ROI?

For most teams, closing one extra job per month covers the cost. Studies show ROI above 500% in under 18 months. As always, individual results may vary.

Real Operators. Real Systems.

Built by teams who've had to make it work under pressure. High volume, imperfect data, zero excuses.

Bjorn Eriksson

Bjorn Eriksson

GM

Ran large repair and service operations where thousands of jobs moved at once and delays hit revenue or customer trust. Built white-goods field ops and electronics repair flows across 1M+ devices. QuoteGuard exists because inboxes and "someone will follow up" failed.

Matias Marti

Matias Marti

Ops Lead

Runs production systems between software and physical work. Integrated operational data and handoff logic across logistics environments, including DHL and UPS, where timing is non-negotiable. Ensures QuoteGuard runs consistently in real-world conditions.

John Herstad

John Herstad

Business Lead

Worked in field service delivery, coordinating jobs, customers, and crews where missed calls meant missed work. Brings frontline discipline to how leads are handled, followed up, and closed inside QuoteGuard. Keeps the system aligned with the actual outcome.

Tobias Du

Tobias Du

Quality Lead

Designs backend systems that must behave correctly under sustained load. Focused on predictable behavior, data integrity, and safeguards that prevent errors from propagating when volume spikes. Keeps QuoteGuard reliable when things get messy.

Is Your Lead Process Costing You $150K+?

Qualification checklist

  • You handle 50+ leads/month across multiple channels
  • Leads arrive outside office hours
  • Follow-ups depend on memory or availability
  • You're a 10-150 employee FSM operation
  • One missed $8K job hurts

If 3+ boxes are checked, the diagnostic is worth your time. Otherwise, we're selective to ensure real results.

Start the assessment

We will confirm if QuoteGuard can drive ROI for your operation. If not we will decline.