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Product previewFor contractors

Estimates your customers say yes to.

A preview of quoting, customer approval and follow-ups for construction crews of 2–20. Explore the planned workflow with your own estimate. Accounts and integrations are not open yet.

  • Free, no obligation
  • No account needed
  • 20 minutes, your estimate
EST-1042 · v1Facade insulationLukas Jankauskas · Pilaitė, Vilnius
Accepted · locked
Scaffolding rental260 m² × €4.20
€1,092.00
Mineral wool insulation 150 mm240 m² × €38.00
€9,120.00
Reinforcing mesh and base coat240 m² × €12.50
€3,000.00
Decorative plaster240 m² × €16.00
€3,840.00
+ 2 more lines
Options the customer can tickChosen on the link
Aluminium window sills+€640.00
Facade lighting · 4 spots+€520.00
Total incl. VAT€23,178.76
30% advance · €6,953.63Verified
Or pay monthly from €390

For project teams of 2–20

Jobs of €3,000–€30,000

75-second product preview

Follow one estimate, from prices to a yes.

A guided illustration of the planned workflow, using sample data. Helmar.AI is in development; this preview does not send messages, verify identities or take payments.

EST-1042 · v1 · Facade insulationIllustrative data

Step 1 of 5

Start with prices you have checked.

Measured quantities meet your own price book. The example includes six scope lines and the chosen window-sill option.

Your price book → estimatePrices checked
Scaffolding rental260 m² × €4.20€1,092.00
Mineral wool insulation 150 mm240 m² × €38.00€9,120.00
Reinforcing mesh and base coat240 m² × €12.50€3,000.00
Decorative plaster240 m² × €16.00€3,840.00
Window reveals86 m × €14.00€1,204.00
Waste removal1 job × €260.00€260.00
Chosen window sills€640.00
Subtotal excl. VAT€19,156.00
0:00 / 1:15

No sound or autoplay. Choose any step to read at your own pace.

See it with your own estimate
Read the full walkthrough
  1. 1. Start with prices you have checked.

    Measured quantities meet your own price book. The example includes six scope lines and the chosen window-sill option.

  2. 2. Review the exact version before sending.

    Check the scope, VAT, total and payment plan. Internal costs stay private. Your approval is the next step.

  3. 3. A draft waits for your approval.

    If the customer has not replied, AI can prepare a follow-up. You read, edit and approve it before it would be sent.

  4. 4. One version. One clear acceptance.

    The customer reviews the same scope and total, confirms with a one-time code and accepts that version. A later change needs a new version.

  5. 5. Acceptance leads to the agreed advance.

    The 30% advance is €6,953.63. An accepted quote is still not money received; payment would count only after matching it to evidence.

Why switch

Spreadsheets were never built to hold a promise.

Most teams quote in Excel, Word or PDF, send by email or messenger, and chase from memory. Every step leaks a little money.

Excel, Word and messenger
  • Prices live in a spreadsheet — or in the owner’s head.
  • Quotes edited in Word after they were sent.
  • “Did they say yes?” buried in a messenger thread.
  • Follow-ups chased from memory — or forgotten.
  • Quoted work counted as if the money arrived.
  • Quotes sent last month from Excel — nobody follows them up.
  • A customer replies and it sits in the inbox for two days.
  • Extras agreed on site, never written down.
  • A discount promised on the phone.
  • One price book. Every price confirmed by you.
  • Every sent version kept. The accepted one locked.
  • Acceptance recorded with name and time.
  • Real silence flagged. Follow-ups sent from your address.
  • Quoted, invoiced and received kept apart.
  • Add them in 30 seconds. Follow-ups start from the real sent date.
  • Every reply gets an owner and a due time. Follow-ups stop within 60 seconds.
  • Options the customer ticks on the proposal — priced, and locked with the acceptance.
  • A margin floor at approval: counter-offer instead of a blind 10% off.

Everything after the site visit

One precise record, from first price to verified payment.

Every estimate, version, invoice and payment keeps its own status, so the office and the crew see the same truth.

Deals

Every lead has a next step.

From first call to site visit to quote sent. A deal without a next step turns amber; a quote promised and not sent turns red.

New1
Roof replacementPetras Ž. · website formCall back today
Site visit1
Gutter replacementVytautas R. · Fri 10:00Fee €40 · credited
Quote sent1
Facade insulationLukas Jankauskas · €23,178.76Day 7 note sent
Money

Honest numbers.

Quoted is potential work. Invoiced is billed. Received is verified money.

Open proposals · 7Not money yet
€96,420
Invoiced, unpaid · 3€6,200 overdue
€18,950
Received in SeptemberVerified
€42,310
Versions

Versions that stay put.

A customer accepts one exact version. Changes become a new version they review again.

EST-1042 · Facade insulation3 versions
v2 · Draft · window sills addedNot sent · visible only to your team
Draft
v1 · Accepted by Lukas Jankauskas14 Sep, 10:16 · scope and total locked
Accepted
v1 · Sent to lukas@example.test3 Sep · opened twice · follow-up 10 Sep
Follow-ups

Follow up on real silence.

Day 3, 7 and 14, in business hours, from your own address. Any reply stops the rest within 60 seconds — and you preview every send first.

Needs a follow-up2 proposals
EST-1039 · Terrace and pergolaRasa Petrauskienė · €14,565.98
Drafted for you · edit before sending

Hi Rasa, did you get a chance to review the proposal for your terrace and pergola? I am happy to answer any questions.

Send from your addressSnooze
Customer page

A page customers can say yes on.

No account, no app: scope, payment plan and total of the exact version you sent.

NORDFASADASEstimate v1
Facade insulationPrepared for Lukas Jankauskas
Total incl. VAT€23,178.76
Accept this versionAsk a questionAlso available as PDF
Mobile

Made for the site.

Every screen works on a phone as narrow as 320px.

9:41
EST-1039 · v1Terrace and pergolaNo reply · 8 days
Composite decking42 m² × €68.00
Aluminium pergola 4 × 3 m1 pc × €5,900.00
Installation32 h × €42.00
Total€14,565.98
Payments

Paid means verified.

A payment counts only when it is matched to a reference or a bank statement.

AP-1043 · 30% advanceVerified
Received €6,953.6316 Sep · bank transfer
Matched to bank statementReference BANK-2026-0916
Advance balanceNothing left to collect
€0.00
Replies

No reply waits on you.

Every reply gets a bucket, an owner and a due time. The office can answer without seeing prices or margins.

Replies3 waiting
Aistė M. · “Can it start in October?”Interested · due in 1 h
Interested
Rasa P. · “We decide after the weekend.”Not now · asks again in 30 days
Not now
Vytautas R. · “Email only, please.”Channel changed · nothing else sent
Close rate

The number you actually want.

Won ÷ decided, by month, trade and value band. Small samples are marked; quotes still waiting are not counted.

Close rate · 90 days+4 pts
38%
Terraces & pergolas50%
Roofing42%
Windows & doors27%
Lost to price most often: quotes over €15,000
Daily digest

Two minutes every morning.

What needs you, what goes out today, what expires this week and what was paid yesterday. Sent at 07:30, never to a customer.

Helmar.AI · 07:30Good morning, EdvinasReply to Aistė M. · due 12:003 follow-up notes go out at 09:002 quotes expire this week · €5,580€4,356 received yesterday · matched
Options

Upsell without a second visit.

Roof type, decking grade, lighting: the customer ticks options on the proposal, the price updates, and the accepted version records the choice.

Choose your optionsPrice updates
Louvred aluminium roofIncluded
LED lighting in the pergola+€680.00
Extra step to the garden+€290.00
Total incl. VAT€15,200.00
Margin floor

No blind discounts.

Approval shows the margin. A discount ask opens a counter-offer, an owner override with a reason, or a smaller scope — never a silent 10% off.

Approve v2 · EST-1039Check
Prices and VATFrom the price book · 21%
Terms and warrantyCountry pack v2026.1
Margin 22% · floor 30%Customer asked for 10% off
Below floor
Counter at −4%Override with reason
After the job

The job ends with a review and a referral.

Three days after the completion act the customer gets a thank-you: a rating, a Google review link, a referral link worth €50 to both sides, and the warranty in plain words.

Thank you, Lukas — how did it go?Leave a Google reviewRecommend us · €50 for you and for themWarranty · 5 years workmanship, 10 years structureFree adjustment visit within 12 months

How it works

From site visit to verified payment.

Each step is its own record with its own status — so a quote never pretends to be money.

OfferNot money yet
Price bookFacades · version 1 · confirmed
Active
Proposal EST-1042Sent 3 Sep · €23,178.76
Sent
Follow-upNo reply for 7 days · 10 Sep
Sent
AgreementOne locked version
Accepted v1Lukas Jankauskas · 14 Sep, 10:16
Accepted
MoneyCounts when verified
Advance request AP-104330% advance · €6,953.63
Issued
Payment verified16 Sep · Matched to bank statement
Verified

See it with your own price book.

Book a demo

Built for the site visit

Quote at the door. Close at the table.

  1. Enter measured quantities on your phone. Anything missing is flagged before a price is calculated.

On site
EST-1042 · Measurements4 of 6 measured
Wall area, northMeasured on site
128 m²
Wall area, southMeasured on site
112 m²
Window revealsMeasured on site
86 m
ScaffoldingEnter the measured value
Missing

For your customer

What your customer sees.

No account and no app. Your customer reviews the exact version you sent, confirms with a one-time code and accepts. You both keep the same record.

9:41
NNORDFASADASEstimate v1
Facade insulationPrepared for Lukas Jankauskas · valid until 30 Sep
Insulation and base coat240 m²
Decorative plaster240 m²
Window reveals86 m
Scaffolding and waste removalincluded
Total incl. VAT€23,178.76
Payment plan
30% advance€6,953.63
40% at start of works€9,271.50
30% on completion€6,953.63
Accept this versionAsk a questionAlso available as PDF
01

Review the exact version

Scope, total and payment plan of the version you sent. Also as a PDF.

Setup

Built to be set up in under an hour.

No implementation project and no demo tour. Six short steps, then you start with a real customer.

  1. 01

    Company

    Name, VAT code, address and IBAN. VAT rules and document numbering come from the country pack.

  2. 02

    Prices

    Enter or import your prices and confirm every row.

  3. 03

    Existing quotes

    Add the quotes you already sent — 30 seconds each, or forward the email. Follow-ups start from the real dates.

  4. 04

    Follow-ups

    Day 3, 7 and 14 in business hours. Preview exactly who gets what before anything is sent.

  5. 05

    Payments

    Advance, bank account and reminder schedule. Reminders stop the moment a payment is matched. No automatic fees.

  6. 06

    Team

    Invite the office as reply handler: answers replies and books visits without seeing prices.

Then: your first real proposal.

After setup you start with a real customer. The first quote you send with follow-ups on is the first milestone, not the signup.

Setup 6 of 6

Trust and control

You stay in control of every price and every send.

  • Roles that match your team

    Owners and estimators approve prices and proposals. Office staff send proposals and record payments with evidence.

  • Every price has a history

    Each confirmed price keeps who set it and when. A new price book version never changes a sent proposal.

  • Nothing sent without approval

    Proposals are approved before they go out. Follow-ups keep to business hours and can be paused per proposal.

  • Extras become a change order, not an argument

    The crew reports what they find with a photo. You turn it into a change order the customer accepts on the link before the work is done.

  • Delivery you can see

    Every email and SMS shows sent, delivered, opened, bounced or replied. A bounced address is flagged for a fix, never dropped silently.

  • A record nobody can rewrite

    Every important change is kept in an audit trail that cannot be edited.

  • Money goes straight to you

    Customers pay you directly. Helmar.AI never holds customer funds or card details.

Team roles3 roles
PermissionOwnerEstimatorOffice
Approve prices
Approve proposals
Send proposals
Record payments with evidence
Approve refunds
Answer replies and book visits
See margins and job costs
Price history · Mineral wool insulation 150 mm
v2 · €38.00 / m²Confirmed by Edvinas B. · 2 Sep, 09:12
Active
v1 · €36.50 / m²Imported from CSV, confirmed by Edvinas B. · 1 Sep, 16:40
Replaced
EST-1042 keeps €38.00 / m²Sent proposals never change when prices do

Principles

Your prices. Your terms. Nothing reaches a customer until you say so.

  1. 01

    Estimates are not invoices.

    An estimate is an offer. An advance payment request is not a VAT invoice. Separate numbers, statuses and rules.

  2. 02

    Quoted is not paid.

    Quoted value is potential work. Only payments matched to your bank count as money received.

  3. 03

    Accepted stays accepted.

    Once a customer accepts a version, it is locked. Changes create a new version they see again.

  4. 04

    AI drafts. You approve before anything is sent.

    AI can draft the message. You review and approve it before it is sent from your address in business hours. Any reply stops the sequence.

Pricing

Planned pricing, from €39 a month.

Proposed plans for launch. Accounts and paid subscriptions are not open yet. All prices exclude VAT; yearly plans are paid in one annual charge.

Starter

€31per month, billed yearly
€39 billed monthly€372 charged yearly · excl. VAT

One person who quotes

Planned features

  • 1 user
  • 15 estimates a month
  • Customer pages and e-acceptance

Team

Most popular
€71per month, billed yearly
€89 billed monthly€852 charged yearly · excl. VAT

Owner, office and crews

Planned features

  • 5 users
  • Unlimited estimates
  • Follow-ups and the replies queue

Business

€143per month, billed yearly
€179 billed monthly€1,716 charged yearly · excl. VAT

Several crews and an accountant

Planned features

  • Unlimited users
  • Smart-ID and Mobile-ID signing
  • Subcontractor roles

FAQ

Questions, answered.

Something else on your mind? Write to us — a person answers within one working day.

Owner-led teams of 2–20 in renovation, roofing, facades, windows and doors, terraces and pergolas, and landscaping construction — starting in Lithuania.

All 134 questions

See the preview

See how your next estimate could work.

Explore the product preview in a 20-minute demo. Accounts are not open yet. No card, no obligation.

We confirm your requested time within one working day. Lithuanian or English.