Package

Win and Get Paid: everything that's included

Quotes get followed up until they close, invoices get paid without the awkward calls, and maintenance plans renew on time.

$500/mo+ $2,500 one-time setup. Setup can be split across your first three months. Every plan starts with a free AI audit.

For shops with plenty of leads that leak money after the first visit.

Get a free AI audit

Quote follow-up Invoice and payment reminders Plan and membership renewals

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Quote follow-up

Available to set up

Every estimate you send gets friendly, well-spaced check-ins until the customer says yes or no. The agent answers the simple questions, passes the real ones to you, and stops the moment they decide.

How it works

You send a quote the way you already do.
The agent checks in on a schedule you choose, for example day 2, day 5 and day 10.
It answers approved questions (what's included, when you could start) and passes price or scope questions to you.
A yes gets a link to approve or a time to book. A no gets a polite thank-you and the quote is closed.
Your dashboard shows every quote: open, followed up, won or lost.

No pressure tactics, no invented deadlines, no discounts unless you approve them.

What we need from you

How you send quotes today (software, email or text)
Your follow-up schedule and tone
What the agent may answer and what it must pass to you

What you'll see

Illustrations of the experience, not screenshots. Names, businesses and numbers are examples.

What your customer sees

Example

Valley RoofingDay 5

Hi Maria, it's Valley Roofing. Checking in on the quote for the roof repair. Any questions I can answer?

Does it include hauling away the old shingles?

It does: tear-off and haul-away are included. Want me to hold a start date for you?

Yes, next week if possible.

What you see

Example

Open quotes

Sample numbers, for illustration

Sent this month	14
Decided after a check-in	9
Won$23,400	6
Still open	5
Questions passed to you	3

Read the full Quote follow-up page Get a free AI audit

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Invoice and payment reminders

Available to set up

Polite, consistent reminders about unpaid invoices, each with the amount and a link to pay, on a schedule you choose. It stops the moment the invoice is paid and flags disputes to you instead of arguing.

How it works

An invoice goes out from the tool you already use.
Optionally, a heads-up before the due date.
Reminders at 3, 7 and 14 days past due (or whatever you choose), by text or email, with a payment link.
The moment it's paid, reminders stop.
Disputes, questions and still-unpaid invoices after the last reminder come to you.

This is reminders from your own business, not collections. Nothing is sent to an agency.

What we need from you

Your invoicing or field-service tool
The payment link your invoices already use
Your reminder schedule and how firm the later messages should be

What you'll see

Illustrations of the experience, not screenshots. Names, businesses and numbers are examples.

What your customer sees

Example

Mesa Pest Control3 days past due

Hi Dana, this is Mesa Pest Control. Friendly reminder that invoice #1042 for $189 was due on the 3rd. You can pay here: [pay link]. Thank you!

I think I was charged for two treatments but only had one.

Thanks for letting us know. I've passed this to the team and someone will call you to sort it out. Reminders are paused in the meantime.

What you see

Example

Open invoices

Sample numbers, for illustration

Outstanding	$6,420
Paid after a reminder this month11 invoices	$4,115
Disputed · needs you	1
Past last reminder · needs a call	2

Read the full Invoice and payment reminders page Get a free AI audit

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Plan and membership renewals

Available to set up

Keeps recurring revenue recurring. Before a maintenance plan or membership lapses, customers hear from you with a reason to renew and a time for their next tune-up, and seasonal visits get booked from your customer list.

How it works

We load your plan and membership customers and their renewal dates.
Ahead of each renewal, the customer gets a reminder of what the plan covers and a link to renew.
Seasonal visits included in the plan are offered and booked automatically.
Customers who don't respond get one or two gentle follow-ups, then it stops.
You see renewals, lapses and booked visits in one place.

Works for HVAC maintenance plans, pest control recurring service, pool service, and similar memberships.

What we need from you

Your plan list with renewal dates
What each plan includes and costs
Your calendar for the included visits

What you'll see

Illustrations of the experience, not screenshots. Names, businesses and numbers are examples.

What your customer sees

Example

Canyon Comfort Heating & Air30 days before renewal

Hi Linda, your Comfort Club plan renews on May 1. It covers two tune-ups a year and priority service. Renew here: [link], and we'll book your spring tune-up at the same time.

Renew it. Can you do the tune-up before the 15th?

Yes, you're renewed. How about Tuesday the 9th at 9 AM?

What you see

Example

Plans and memberships

Sample numbers, for illustration

Renewing in 30 days	41
Renewed so far68%	28
Spring visits booked	33
Lapsed · needs a call	4

Get a free AI audit

Your website

A refresh of your current site and ongoing site care are included.

Speed, phone layout, click-to-call and a booking button are fixed as part of setup, and we keep the site updated for as long as you're with us. Need a full rebuild? Add it for $2,500 (normally $3,500).

How rebuilds work

Versus doing it yourself

You could buy the software. The hard part is running it.

Most of what's in this package exists as software you can subscribe to. Here's roughly what that costs, and what still lands on your desk.

Doing it yourself

Field-service or invoicing software with reminders$60-$300/mo
A texting and CRM platform for follow-ups$100-$300/mo

about $160-$600 a month in software

Plus the part nobody budgets for

Writing the follow-up sequences and keeping them polite
Keeping quote and invoice lists current so nobody gets a reminder they shouldn't
Watching for disputes and replies that need a person
Loading plan and membership renewal dates

Published 2026 list prices, rounded; they change often.

Win and Get Paid with 1Modal

$500/mo

+ $2,500 one-time setup. Setup can be split across your first three months.

Everything set up, connected and tested before a customer sees it
Every message and rule written for your business, and approved by you
A person reading the logs and fixing what drifts
A monthly report with real numbers, and one improvement every month

Get a free AI audit

What setup looks like

Free audit, then live in about 1–3 weeks.

Free AI audit

30–45 minutes on where you lose calls, time and money. We agree on exactly what to set up first and confirm the price.

We build and connect

Everything is wired to your phone, calendar, CRM or invoicing tool. You approve every message and rule before a customer sees it.

We launch and run it

Live in about 1–3 weeks. Then we monitor, fix, improve and report, every month.

What the monthly fee covers

We run it. You run your business.

Monitoring and fixesIf something breaks or drifts, we catch it and fix it.

Logs reviewedWe read call and message logs to catch mistakes before customers notice a pattern.

A monthly reportReal numbers: what was answered, booked, followed up, paid and reviewed.

One improvement a monthA new rule, a better message, a new connection, based on what the logs show.

Every plan starts with a free AI audit. Pay-for-results plans available: a small monthly base plus a fee per booked job. How pay-for-results works → · Compare packages →

FAQ

Questions people ask us

What exactly do I get for the money?

Three working services, connected to the tools you already use: quote follow-up, invoice and payment reminders, and plan and membership renewals. The monthly fee covers running all three, reviewing the logs, a monthly report and one improvement every month. Pricing is $500 a month plus a one-time $2,500 setup, which can be split across your first three months.

Will my customers feel chased?

Every message is short, friendly and spaced out, stops the moment the customer decides or pays, and stops immediately if they ask. You approve the wording and the schedule before anything goes out.

Does it work with my estimating and invoicing software?

We connect to many common tools and confirm exactly what works with yours during the free audit, before you commit.

Can I start with just one of these?

Yes. Quote follow-up is the usual starting point for shops with plenty of estimates; invoice reminders for shops with a slow-paying customer base.

Get your free AI audit.

Tell us about your business. In a 30–45 minute audit we'll show you where you're losing calls, time and money, and which AI agent would pay off first. No obligation.

Email: ia@1modal.com
Call or text: (480) 669-0480