QuoteCore+ sales guide
Find contractors still quoting the hard way. Give them a better path.
QuoteCore+ helps roofing and construction businesses measure jobs, apply their own pricing logic, create quotes and carry the same job information through the wider workflow.
Your job is to recognise the pain, qualify the contractor and choose the right next step: we set it up for them, they set it up themselves, or you leave them with a genuinely useful free tool.
1. Who to target
Start with contractors who quote from measurements, plans and repeatable pricing.
Roofing is the easiest first conversation because QuoteCore+ was built around roofing workflows. The same model can also fit other measured trades where quantities, materials, labour and pricing need to become a professional quote.
Strong first targets
- Roofing contractors and roofing estimators
- Owner-operated roofing businesses
- Small-to-mid construction and trade businesses
- Contractors quoting repeatedly from plans or measured quantities
- Measured trades such as cladding, flooring, fencing, decking and general building
The pattern matters more than the trade
The strongest fit is a business where measurement becomes materials, labour and price, then somebody has to turn all of that into a quote. If those steps are disconnected, there is an opportunity.
Open QuoteCore+ overview →2. Qualify the pain
If you hear this, keep talking.
Strong buying signals
- They quote regularly from plans, site measurements or measured quantities.
- Pricing, labour, waste rules or product logic still live in spreadsheets.
- They print plans, use a scale ruler or move measurements between tools.
- They rebuild the same materials, labour or quote structure job after job.
- Quoting takes evenings, weekends or too much owner time.
- One person holds the pricing knowledge everyone relies on.
- They like the idea of better software but do not have time to set it up.
- They tried software before and the setup or migration killed the project.
Ask these, not twenty feature questions
- 01How do you measure jobs now?
- 02Where do your material prices, labour rates and waste rules live?
- 03What do you actually build the final quote in?
- 04Do you copy measurements or pricing between systems manually?
- 05How long does a normal quote take from measurement to sending?
- 06What part of changing software would be the biggest headache?
- 07If somebody rebuilt your current quoting workflow for you, would switching become more realistic?
Question 7 is the Done-For-You qualifier.
If the contractor wants a better system but the idea of rebuilding their products, pricing, labour and templates is what stops them, do not keep explaining software. Move to the assisted setup path.
3. What it replaces
Sell the workflow improvement, not a list of features.
Disconnected workflow
Plan or site measure → calculator → spreadsheet → quote document → email → order → invoice
QuoteCore+
Measure → Price → Quote → Send → Order → Invoice
Digital takeoff
Measure from uploaded plans without printing and retyping.
AI Scan Assist
Speed up the first pass, then verify and adjust the result.
Smart Components
Save reusable material, labour, waste and pricing logic.
Connected workflow
Carry the same job information forward instead of rebuilding it.
4. Choose the path
Every qualified conversation should end in one of these three places.
Done-For-You
They need a better system, but setup and migration will stop them.
Show them that they do not have to rebuild everything themselves. T3 Labs can configure their QuoteCore+ account around the agreed parts of the way they already measure, price and quote.
Open the Done-For-You page and move a qualified prospect toward the assisted fit-call or handoff process.
Open Done-For-You setup →Self-serve
They like the product and are comfortable configuring it themselves.
Show the product, the feature that matches their pain and the relevant tutorial. Then use the rep-specific signup link or code issued to you so an eligible signup can be attributed correctly.
Do not force Done-For-You onto a contractor who genuinely wants to self-serve.
Open plans and trial →Free tools
They are worried it is too technical, not ready to spend, or not ready to switch systems.
The free tools combine a selection of the app's features and work exactly the same way. A prospect can test the system on their next real job for free, with no signup and nothing to pay. They can even keep using the free tools as their new workflow; the app joins everything together, saves it in one place and adds more.
If they are simply not interested, the free tools are still a clean, no-strings exit that solves real problems and teaches them how the app works.
Open free tools →5. Primary opportunity
The customer wants the outcome. They do not want another setup project.
This is where Done-For-You matters. The pitch is not “learn our software.” It is “show us how you already work and we will configure the agreed setup around that workflow, then teach you using your own account.”
Done-For-You Estimating Setup
$499
one-time
- Up to 20 custom components
- Material pricing configured
- Labour rates added
- Waste rules where required
- QuoteCore+ account setup
- Personalised walkthrough and training
- 6 months QuoteCore+ Pro included
- 6 months setup and product support
Complete Done-For-You Setup
$999
one-time
- Everything in the core setup
- Up to 60 custom components
- Larger material and pricing setup
- More complex labour and waste configuration
- Help organising larger pricing lists or catalogues
- More detailed workflow configuration
- Personalised training on their own setup
- 6 months QuoteCore+ Pro included
- 6 months setup and product support
What the rep does
Recognise the fit, uncover the setup objection, explain the Done-For-You path and make the handoff. You do not need to design the customer's component library, migrate their data or promise technical scope on the call.
Open the live Done-For-You page →6. What should I show them?
Match the resource to the problem.
Do not dump a library of links on the prospect. Pick the one thing that proves the point you are discussing.
They want the whole picture
Use this when the prospect wants to understand what QuoteCore+ actually does from measurement through quoting and the wider job workflow.
They still measure from paper or plans
Use this when the pain is printed plans, scale rulers, manual transfer or separate takeoff software.
Their quoting logic lives in spreadsheets
Use this when the same materials, labour, waste and pricing rules are being rebuilt on every job.
They like it but switching sounds painful
This is the Done-For-You trigger. Do not bury it under more product features.
They want to learn it themselves
Use the tutorial library and in-app Q guidance to show that self-serve customers have a clear learning path.
They are not ready to buy
Send the free tool that matches the pain. They can quote a real job with it, free and without an account, so the demonstration does the selling for you.
Free tools are a real sales path.
Two reasons they matter. First, they are a free, low-risk way to demonstrate the app: the core tools are built from the app's own features, work exactly the same way and can be used without an account, so a hesitant prospect can quote their next real job with the actual system before spending anything. Second, if they are not interested or not spending right now, they are a genuine no-strings parting gift that still solves problems and teaches how the app works.
Browse the free tools directory →7. Attribution and earnings
Make sure the sale can be credited to you.
Self-serve customers
Use the unique referral URL and matching code issued to you by T3 Labs. The intended system is that either route can identify an eligible customer as your referral even if they return to QuoteCore+ from somewhere else.
Only quote the customer discount, recurring commission rate and attribution rules that have been confirmed in your current rep terms.
Done-For-You sales
Done-For-You setup is a separate one-off sale. Your applicable commission and payment timing should be confirmed in writing under the current QuoteCore+ rep terms before you sell it.
This page deliberately does not hardcode a percentage that may change.
Rep link or code not issued yet?
Do not invent one and do not promise tracking that is not active. Contact T3 Labs for the current referral process before sending a paid signup.
8. Quick decision rule
Keep the sales conversation simple.
IF
They need it but setup is the objection
→ Done-For-You
IF
They want to configure it themselves
→ Rep link / code + self-serve
IF
They are not ready to buy
→ Give them a useful free tool
9. Common questions
Keep these answers handy.
Do I need to understand every QuoteCore+ feature?
No. You need to recognise the customer's current workflow, identify the pain and choose the right next step. Use the resource library when you need to show a specific feature.
When should I lead with Done-For-You?
When the contractor is a strong product fit but time, migration, pricing setup or learning a new system is the real objection. That is the main commercial opportunity this page is designed around.
What if they want to set everything up themselves?
Let them. Use the self-serve path, the relevant tutorials and the rep-specific link or code supplied to you. Do not create friction by forcing an assisted package onto someone who does not need it.
What if they do not want to spend anything?
Give them a relevant free tool. The free tools are part of the sales system because they solve real problems and let prospects experience the QuoteCore+ approach before they are ready for the full app.
Does AI Scan Assist replace checking the takeoff?
No. AI Scan Assist speeds up the first pass. The user reviews and adjusts the detected measurements and components before using the result.
What if the prospect actually needs a bespoke system?
Use the T3 Labs custom-solutions playbook instead. QuoteCore+ is the ready-made product path. Larger supplier, manufacturer or bespoke workflow opportunities belong in the main sales resources page.
Need a different kind of solution?
Larger supplier, manufacturer or bespoke workflow opportunity?
T3 Labs also builds custom pricing, estimating, customer tools, online sales assistants and internal systems. Use the main sales playbook when the problem is bigger than a ready-made QuoteCore+ fit.
Commercial terms, discounts, referral attribution and commission rules should always follow the current written rep agreement or QuoteCore+ rep terms supplied by T3 Labs.