Everything You Need to Succeed
Step-by-step tutorials, templates, and scripts. designed for contractors who want results, not tech headaches.
Start Here
New to Quote2Close? Follow these 4 steps in order.
Build Your Calculator
Create your pricing tool
Publish It
Website embed or standalone link
Launch Google Ads
Get leads from search
Convert Leads
Follow up and close jobs
Video Tutorial Library
Step-by-step walkthroughs for every feature. scripts included so you can follow along before the video is recorded.
Build Your First Calculator
~12 minAll steps from customization to launch. questions, pricing logic, branding, and themes.
Put It on Your Website
~6 minInstall the embed snippet on WordPress, Wix, Squarespace, or any custom site in under 5 minutes.
Set Up a Subdomain
~8 minPoint calc.yourdomain.com to your calculator for a fully branded, shareable link.
Use Without a Website
~5 minShare your calculator as a direct link. no website needed to start capturing leads.
Launch Google Ads
~14 minConnect your calculator, auto-generate keywords and ad copy, and start getting leads from search.
Manage Your Lead Inbox
~10 minNavigate the inbox, understand AI scoring, call/text leads, and log every contact.
Feature Coverage Guide
Which plan unlocks each feature. and which tutorial covers it.
Email Auto-Response Templates
Copy-paste ready. personalise the [brackets] before use
Instant Auto-Reply
Send within seconds of submission
Your [Trade] Estimate is Ready. Here's What We Found
Hi [First Name], Thanks for using our pricing calculator! Based on your answers, your estimated project range is [LOW] – [HIGH]. This is a starting range. Your final quote depends on a site visit. I'd love to walk you through exactly what's included and answer any questions. [→ Book Your Free Consultation] Talk soon, [Your Name] [Company Name] | [Phone Number]
24-Hour Follow-Up
Send if no reply after 24 hours
Still thinking it over? Let's lock in your project
Hey [First Name], Just checking in on your [Trade] estimate from yesterday. A lot of homeowners find it helpful to talk through the numbers before committing. I'm happy to answer any questions on a quick 15-min call. [→ Schedule a Call] [→ View Your Estimate Again] No pressure at all. I'm here when you're ready. [Your Name] [Company Name]
7-Day Estimate Expiry
Send if still no response after 7 days
Your estimate expires soon. [Company] is holding your spot
Hi [First Name], Your custom [Trade] estimate of [LOW]–[HIGH] is still on file, but pricing can shift with material costs. I want to make sure we can still honor this range for you. We're currently booking for [Month] and have limited slots open. [→ Claim My Estimate] If your plans have changed, no worries at all. Just let me know and I'll remove you from follow-ups. [Your Name] [Company Name] | [Phone Number]
SMS Auto-Response Templates
Short-form, mobile-friendly. keep it under 160 chars for single-segment delivery
Instant Text
Send within 2 minutes of submission
Hi [First Name]! Your [Trade] estimate is ready: $[LOW]–$[HIGH]. Reply YES to schedule a free walkthrough, or call us at [Phone]. [Company]
139 chars · 1 segment
24-Hour Nudge
Send if no reply after 24 hours
Hey [First Name], it's [Your Name] from [Company]. Still interested in your [Trade] project? Happy to answer any questions. Just reply here anytime!
148 chars · 1 segment
Booking Reminder
Send 24 hours before their scheduled consultation
[First Name], reminder: your free consultation is tomorrow at [Time] with [Company]. Reply CONFIRM to lock it in, or RESCHEDULE if needed.
138 chars · 1 segment
SMS Automation & 10DLC Registration: The Complete Guide
Pro & AboveEverything you need to know to unlock automated lead follow-up. and how to make registration go as fast as possible.
98%
SMS open rate
vs 20% for email
<3 min
Average reply time
vs 90 min for email
5×
More conversions
when contacted in under 5 min
When a homeowner fills out your calculator at 8pm on a Tuesday, they're also filling out 2–3 competitor calculators. The contractor who texts them first wins. Not the one with the lowest price. the first one.
That's what 10DLC registration unlocks. It's the difference between your automated texts actually arriving versus being blocked as spam by AT&T, T-Mobile, and Verizon. Since December 2024, all unregistered business SMS is permanently blocked by US carriers. no exceptions.
What Is 10DLC & The Campaign Registry?
10DLC (10-Digit Long Code) is the federally mandated standard for business-to-person SMS in the United States. Every software platform that sends automated texts must register through The Campaign Registry (TCR) An independent body selected by all US mobile carriers to combat spam and protect consumers.
Registration is a two-step process. First, your brand is verified (your business identity, EIN, website). Then your campaign is approved (what you're texting about, sample messages, how you got consent). Once both are approved, texts from your dedicated number deliver directly to the lead's inbox. no spam filtering.
Brand Registration
Legal name, EIN, website → TCR verifies your business identity with carriers
Campaign Registration
Use case, sample messages, opt-in proof → Carriers approve your specific messaging campaign
Approved & Live
Your dedicated number is registered. automated texts deliver to your leads' inbox
Why This Is a Paid Feature. Transparency
We pay real regulatory fees to TCR and Twilio on your behalf. Here's exactly what it costs us to register and maintain your account:
one-time, paid by us
one-time, paid by us
ongoing, paid by us
per SMS segment (built into our SMS cost)
Total cost to us per active registered account: ~$120–$180/year before SMS volume. This is why SMS automation requires a paid plan. we're absorbing real compliance infrastructure costs on your behalf.
What You Get Once Registered
- Dedicated 10-digit business number (yours permanently)
- Automated SMS within 2 min of every calculator submission
- 24-hr and 7-day follow-up sequences sent automatically
- Booking reminders sent the night before consultations
- 98%+ delivery rate. no spam filtering
- Email drip automation runs in parallel
How Long Will My Registration Take?
Based on application quality. Real-world estimates from TCR processing times.
LLC or Corp, EIN perfectly matches IRS records, live website, privacy policy + SMS T&C pages, Google My Business listed
1–2 business days
1–3 business days
3–5 business days
LLC or Corp, EIN matches, basic website, missing SMS T&C page but has privacy policy
2–3 business days
3–5 business days
5–8 business days
Sole prop with EIN, or LLC < 6 months old, minimal website (homepage only), missing privacy policy
3–5 business days
5–7 business days
8–12 business days
Sole prop without EIN, no website, or EIN < 60 days old (not yet in carrier databases)
7–14 business days
Up to 3 weeks
3–5 weeks
Missing required fields, legal name mismatch, prohibited content on website, or vague opt-in description
Restart from scratch
Restart from scratch
4–8 weeks
LLC or Corp, EIN perfectly matches IRS records, live website, privacy policy + SMS T&C pages, Google My Business listed
Brand Review
1–2 business days
Campaign Review
1–3 business days
Total to First SMS
3–5 business days
LLC or Corp, EIN matches, basic website, missing SMS T&C page but has privacy policy
Brand Review
2–3 business days
Campaign Review
3–5 business days
Total to First SMS
5–8 business days
Sole prop with EIN, or LLC < 6 months old, minimal website (homepage only), missing privacy policy
Brand Review
3–5 business days
Campaign Review
5–7 business days
Total to First SMS
8–12 business days
Sole prop without EIN, no website, or EIN < 60 days old (not yet in carrier databases)
Brand Review
7–14 business days
Campaign Review
Up to 3 weeks
Total to First SMS
3–5 weeks
Missing required fields, legal name mismatch, prohibited content on website, or vague opt-in description
Brand Review
Restart from scratch
Campaign Review
Restart from scratch
Total to First SMS
4–8 weeks
How to Get Approved Fast: The Complete Checklist
Every item below improves your TCR Trust Score and speeds approval. Check off what you already have.
Estimated approval time
3–5 weeks
0 of 14 items checked
Business Identity
Website
Campaign Quality
Can't Check All the Boxes? Here's What to Expect
Registration is still possible in every scenario. but timelines and deliverability vary.
Sole Prop, No EIN
Expected timeline
3–5 weeks
- —Limited to 1 phone number & 1 campaign
- —Phone OTP verification step required
- —Lower trust score = possible carrier filtering
The Fix
Get a free EIN at IRS.gov in 10 minutes. cuts your wait to 1–2 weeks and removes all limitations.
New EIN (< 60 Days Old)
Expected timeline
2–5 week delay
- —Carrier databases take weeks to sync from IRS
- —No limitations once approved. full deliverability
- —Registration queued; can't expedite
The Fix
Submit the registration now. It queues while carriers sync the IRS database. You'll go live automatically once it clears. no action needed.
No Website or Privacy Policy
Expected timeline
Rejection likely
- —Cannot submit registration until resolved
- —TCR manually reviews all websites
- —Missing privacy policy = automatic rejection
The Fix
TermsFeed.com generates a free privacy policy in 3 minutes. A basic one-page Carrd.co site takes under an hour. Fix these first, then we submit.
Frequently Asked Questions
Ready to Start Sending Automated Texts?
Upgrade to Pro and we submit your 10DLC registration immediately. Most accounts are approved and sending within 3–5 business days
Ready to get your first lead?
All the tutorials, scripts, and templates you need are right here. Start with Video 1.