QuillCall Desk
A one page brief before every call or site visit, and a clean summary, task list and follow up draft after it, held for your yes.
Built on
Where it lands
You don't need
Slack or Notion. It lands where you already work.
01The problem
You walk into a call or a site visit with what you remember. You walk out with a page of notes, and turning them into a summary, a task list and a follow up takes an evening you don't have.
Without it
Walking in cold. You look up the customer in the truck, if at all.
Notes that stay notes. The call ends and the notes sit in a notebook or an app.
Tasks from memory. Half the promises made on the call get done.
Follow up that waits. The customer hears back days later, or not at all.
With Quill
A brief before you arrive. Who they are, what they asked for, and what is still open.
A summary the same day. What was said, what was decided, in plain English.
A task list. Every promise made on the call, listed with who owns it.
A follow up drafted. Written from what was actually said, waiting for your yes.
02How it works
Every run follows the same five steps. Nothing it writes goes out until a named person approves that exact draft: Tony on our own brands, and on yours, the person you name at setup.
You run the pregame for an estimate, an email or a name, before the call or visit.
A one page brief from the customer's record and past requests, with a source on every fact.
After the call you drop in the notes or the transcript.
Summary, decisions, tasks with owners, and a follow up email draft.
The follow up waits as a draft in the approval queue. Nothing goes to the customer until a named person approves that exact draft.
03Sample output
What Quill produces, shown on labelled sample data. Names and figures are fictional; your own data replaces them.
Decisions, each with the words said
Who does what
| Who | What | When |
|---|---|---|
| you | Send Rosa a written quote for the load-bank test | by Friday |
| Customer | Email the nameplate photos and the last service record | No date said |
| Customer | Check with her manager whether the block heater repair is in budget | this quarter |
04What you get
Installed on your accounts, tested on your real data with every message held as a draft, then hosted, watched and fixed by us.
The pregame briefOne page per booked call or visit.
The postgame summaryWhat was said and decided, with the date.
The task listEvery promise made, with an owner.
The follow up draftIn your voice, from what was said, held for approval.
Transcript intakeDrop in notes, a transcript file or a notetaker summary.
Facts kept straightAnything the call did not settle stays marked open, never filled in.
A plain English guide and a walkthrough video
Fixes and updates included for as long as you're on the care plan
05Who it's for
It fits if
Not for you if
You rarely take calls or visits. Want the new client paid, agreed and onboarded after the call too? That's Launch Pad.
Proof
Built for EpiqTier first. No numbers yet. We publish them after 30 days of real runs, each one linked to the run that produced it.
06Install Quill
One setup, then one monthly line. The final number comes in writing on a Project Quote before anything is built.
Setup · Growth build
$7,500 to $12,000
One time. We install it, connect it to your accounts and make it yours.
Then monthly · Optimize care plan
$1,500/mo
We host it, watch it and fix it, so you never have to.
07Questions
The Optimize care plan, $1,500/mo, covers hosting, monitoring, fixes and tuning the briefs to how you work. AI usage is billed at cost on its own line. Supabase stays on your own plan.
About 7 days. The first days connect your customer records and agree the shape of the brief. Then it runs on your real calls, with you reading every output.
Read access to your customer records, two or three past call notes so it learns the shape, and the email address follow ups should come from.
It never sends the follow up. It never invents a price, a promise or a date the call did not include. Every follow up waits as a draft until you approve it.
No. A transcript helps, but typed notes work. If you already use a notetaker, drop its summary in.
08For agencies and operators
If you run more than one business, or you serve clients who need the same thing, we install any engine in this catalog for each of them, then run it and fix it behind you.
Partner terms, including whether the client screens carry your name and logo, are agreed in writing on the partner call.
09Works well with
One plain English brief each morning: what moved overnight, what is stuck, and what needs your yes.
One private link where a new client pays the deposit, accepts the written quote and fills in the intake, so work can start.
Next step
Thirty minutes on a call. Bring the job that eats your week, and we will tell you whether Quill fits, or that nothing in the store does yet. If it fits, the number comes in writing.
