Exa for contractors
Win more bids without chasing every estimate by hand.
You're on a job site, not at a desk. Exa answers calls you miss, sends quotes your customers can sign from their phone, follows up on estimates for you and shows the value of every open bid.
- AI receptionist that books site visits
- Quotes customers sign online
- Estimate follow-up on autopilot
- Bids, values and forecast in one board
The problem
Sound familiar?
What gets in the way for contractors — and what Exa is built to fix.
Missed calls are missed jobs
When you're on a roof or under a sink, the phone goes to voicemail and the homeowner calls someone else.
Estimates go out and then nothing happens
Following up on every quote takes time you don't have, so good jobs quietly slip away.
You don't know what's in the pipeline
Without a clear view of open bids, it's hard to plan crews, materials and cash flow.
A day with Exa
What a better day looks like for contractors
7:15 AM
Missed call? Not missed.
While you're on a roof, the AI receptionist answers, qualifies the job and books a site visit.
10:00 AM
Site visit on the calendar
The visit lands in your availability without double-booking and syncs to Google Calendar.
1:30 PM
A quote from your price book
Build line items, discounts and tax from your price book and send a quote the homeowner signs online.
4:00 PM
Estimate follow-up on autopilot
When a deal moves to Estimate sent, an automation schedules the follow-up so you never have to remember.
6:30 PM
Accepted, invoiced, synced
Accepted quotes convert to an invoice in one click, and payments sync with QuickBooks Online.
How Exa helps
Workflows built for contractors
AI receptionist that books site visits
Inbound calls are answered by a voice agent that captures the project, address and timeline, then books an estimate visit on your calendar.
Quotes customers sign online
Build the estimate from your price book with line items, discounts and tax. The customer gets a branded PDF and a link to accept with a typed-name e-signature — and the deal is marked won.
Estimate follow-up on autopilot
When a deal moves to "Estimate sent", Exa waits a couple of days, sends a friendly follow-up and creates a task if there's no reply.
Bids, values and forecast in one board
Drag jobs through your stages, flag deals that go quiet, and see weighted revenue by month.
Invoice in one click
Convert the accepted quote into an invoice with due dates and overdue tracking, record full or partial payments as they come in, and sync it all to QuickBooks Online.
Your schedule wherever you are
Two-way Google Calendar sync and a private calendar feed put site visits on the phone you already carry. Native iOS and Android apps are coming soon.
Example pipeline
A pipeline that speaks your language
Start from stages contractors actually use. Rename, reorder or add stages any time.
- Stage 1Inquiry
- Stage 2Site visit booked
- Stage 3Estimate sent
- Stage 4Negotiation
- Stage 5WonWon
- Stage 6LostLost
Example automations
Set it up once. Let it run.
Each example uses Exa's built-in triggers and actions. Turn them on as-is or tweak them — or ask the AI assistant to build them for you.
Estimate follow-up
When
Deal moves stage (to "Estimate sent")
Then
- Wait 2 days
- Send a follow-up text or email
- Create a call task for the owner
Missed-call recovery
When
Call is completed
Then
- Create a task to review the AI call summary
- Notify the lead's owner
Quote accepted
When
Quote is accepted
Then
- Create a kickoff task to schedule the job
- Notify the owner
Text messages are only sent to people with SMS consent and wait for your quiet hours to end.
Ask the AI
Questions contractors ask every day
Ask in plain English. The assistant answers from your data and asks before it changes anything.
- “Which estimates haven't had a follow-up?”
- “Draft a quote for my newest lead”
- “Which invoices are overdue?”
- “Summarize the Chen kitchen remodel”
Custom fields
Track what matters to you
Add custom fields to leads, contacts, companies and deals — text, numbers, currency, dates, yes/no, dropdowns and more. Teams like yours often track:
- Project type
- Address
- Square footage
- Permit needed
- Start date
Learn more
Guides and data for contractors
How to write a quote that wins the job
How to write quotes customers say yes to: a clear structure, tight scope, good-better-best options, expiry dates, fair terms, fast delivery and follow-up.
6 min readRead FeaturesGuideQuote software: send quotes customers sign online
What a good quote contains, how price books, discounts and tax work, how online e-signature acceptance works, and how to follow up on unsigned quotes.
7 min readRead Integrations & dataGuideQuickBooks CRM integration: sync quotes, invoices and payments
What a QuickBooks Online CRM integration syncs and in which direction, how to set it up without double entry, and the common pitfalls to avoid.
6 min readRead Sales statisticsOctober 19, 2026Home services industry statistics
Verified home services statistics from the Census Bureau, BLS and labeled industry surveys: market size, workforce, seasonality, reviews and phone leads.
7 min readReadFAQ
Exa for contractors: common questions
Short answers for contractors weighing up Exa.
Still have questions?
Start a free trial and see Exa with your own leads and pipeline, or email our team.
Can homeowners sign quotes online?
Yes. Quotes open on a hosted page where customers can download the PDF and accept with a typed-name e-signature or decline.
Can Exa take payments from customers?
No. Exa tracks invoices, due dates and the payments you record, and syncs with QuickBooks Online, but it doesn't process card or ACH payments.
Will Exa follow up on estimates for me?
Yes. An automation can send a follow-up and create a task when a deal moves to your Estimate sent stage, with consent and quiet hours respected.
Is there a mobile app for the job site?
Native iOS and Android apps are coming soon. Until then, two-way Google Calendar sync or the private calendar feed puts your schedule on your phone's calendar.
More industries
Exa works across industries
Built for contractors. Ready today.
Set up your workspace in minutes, import your leads from a CSV and let Exa handle the follow-up.