For HVAC, plumbing, electrical, and contracting shops

Stop Losing hard earned revenue to other shops!

For all Colorado based trade shops I automate the follow up processes which can cost 6+ hours a week and $6000+ per lost job, and afterwards every quote that goes 24 hours without a reply gets chased within 1 hour.

We follow up on that list with messages you approve, so more of it turns into booked jobs. No new lead spend. If there is nothing there, we will tell you that too. Free to start.

The proof

48-second walkthrough · Sample workflow using fictional shop data

You approve every messageOne job: follow up on every estimate
90-day guarantee: if no job books off a quote we chased in 90 days, you get the build fee back.
The follow-up problem

You already did the expensive part.

You drove to the job, measured, priced, and sent the estimate. Then the follow-up got missed.

The work is already yours to win

No shared lead list. No new ad spend. Quote Guard works the estimates your team already earned.

Consistency without desperation

Follow up as promised, use wording your company approves, and stop when the customer says no.

What Quote Guard does while you work

Set it once. Keep every quote moving.

One focused automation built around the way your shop already sends estimates.

Contractor reviewing estimates on a laptop

Watches your quote flow

Quote Guard starts with the software and process your team already uses.

Flags the no-reply

When a sent estimate goes 24 hours with no reply, the next approved follow-up goes out within 1 hour.

Hands the reply back

When the customer answers, your office gets the conversation and decides the next move.

Your rules stay in charge. Closed estimates stay closed. “No” stays no. Nothing is improvised outside the wording you approve.
Why we can promise this

A narrow job. A measurable result.

Quote Guard is not a vague “AI transformation.” It has one lane: put a consistent next step behind the estimates your shop already sent.

We establish the baseline

The audit records the quotes in scope and the follow-up gap before the build starts.

You control the message

Your approved wording, your company name, and your stop rules define what happens.

We measure against the build

The signed project proposal defines qualification, timing, and how results are counted.

90-day guarantee: if no job books off a quote we chased in 90 days, you get the build fee back. Final qualification and measurement terms are set in the signed project proposal.
How it starts

Free Quote Leak Audit. Then you decide.

See what the money in your own book is worth before you spend a dollar fixing it.

Free fit call + Quote Leak Audit Free
Send me your last 60 days of quotes. I'll show you which ones never got a second touch, and what they're worth.If there's nothing there, I'll tell you that too.
Free
Full Audit No risk
The full $299 comes off your project fee, whichever option you pick. The deep version, only if the free audit finds something: every quote in the window scored, follow-up gaps mapped by age, and the exact follow-up sequence I'd install. The findings are yours to keep either way.
$299
Then pick your build
One-time project
One build fee. Quote Guard installed in your shop and handed over. You own it outright.
Custom
Project + monthly managed plan
The build, plus we run it for you: monitoring, tuning, and new follow-up sequences as your quote volume grows.
Custom
The Quote Leak Audit is free and the $299 Full Audit is the only fixed price here. Project and monthly pricing are quoted from your audit, and you approve the numbers before anything gets built.
Find my quote leaks
What you get in week one

The full follow-up system, mapped before launch.

No mystery implementation. Week one ends with a tested workflow your team can see and approve.

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Quote-flow map

Where estimates start, where silence begins, and who owns the reply.

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Approved message sequence

Your follow-up wording, timing, and stop rules written in plain language.

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Working automation

The first version connected to the way your shop already sends estimates.

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Team review and test

A complete sample run before the system touches a live customer conversation.

Questions

Quick answers

Straight answers before the call.

Does this replace my office staff?

No. It handles the repetitive follow-up nobody has time to send. Your team still runs the customer relationship and every job.

What do I have to change?

Start with the way you already send estimates. The fit call confirms whether your current software and process can support the build.

Do I approve the messages?

Yes. Your company approves the wording and the rules. Closed estimates and customers who said no stay closed.

What counts as paying for itself?

The signed proposal defines the quotes in scope, the measurement window, and what counts toward payback before the build begins.

James Sloan, founder of Tokenz Works
James SloanFounder, Tokenz Works

I build automations you can count on.

Start with a free 15-minute call

Find the quotes that missed follow-up.

Tell us how your shop sends estimates. We will email within one business day to schedule the call.

Goes straight to my inbox. I reply within one business day.
Got it. Your details are in my inbox, and I will reach out within one business day.