Your questions.
Clear answers.

We support all trades, with a focus on roofing, flooring and painting. Tell us about your business and the work you want to delegate so we can confirm the right scope.

Yes. Quotaraft provides remote administrative support. We agree the communication channels, access permissions and working windows before work begins.

Yes. One-time projects and larger tasks can be scoped and quoted individually. A monthly plan is for an agreed recurring workload; the discovery call helps identify a suitable starting point.

Yes. You approve prices, technical decisions and customer-facing quotations and invoices. Customer payments go directly to you. We organize the agreed work and flag decisions that need your approval.

We use checklists and AI-assisted tools to support the workflow. Relevant outputs are reviewed by people, and contractor approval is required before a quotation or invoice is sent. Tool use and access are agreed before client records are shared.

No. All admin plans are billed monthly. Weekly and Daily describe the work rhythm: weekly review or a queue checked on agreed business days.

Essential Admin starts at $199 CAD/month for 4 hours or 8 simple tasks. Weekly Support starts at $449 for 10 hours or 20 simple tasks. Daily Coordination starts at $899 for 20 hours or 40 simple tasks. The time or task limit reached first applies. Prices are starting fees, plus applicable taxes.

One agreed item taking up to 30 minutes using complete information you supply. Revisions count toward the allowance. The allowance covers your combined agreed admin workload, not a fresh allowance for each service.

Additional volume or larger tasks are scoped and quoted for your approval before extra work proceeds. We review workload and agree any change to the plan in writing.

Essential Admin targets a first draft within 3 business days after complete inputs; Weekly Support targets 2 business days. Daily Coordination targets an initial response within 1 business day. These are targets, not guaranteed completion deadlines. Scope, priorities and working windows are agreed at intake.

They have separate scopes and fees. Bookkeeping can run alongside admin support. Website builds, advertising spend, third-party software and specialist technical work are not part of the standard admin allowance.

Your written agreement confirms billing, cancellation and any allowance arrangements before work starts. Ask us to clarify these terms before accepting a plan; the website does not promise automatic rollover or a particular refund entitlement.

Subject to availability, one trial per business covers up to three agreed simple administrative tasks over 14 days from the agreed start date. Each task allows up to 30 minutes, with a maximum of 90 minutes total including revisions. Complete inputs are required.

Examples are a simple quotation draft, an invoice draft, or organizing a job folder or document register. We agree the tasks before starting. Complex estimating, website builds, advertising, bookkeeping and payment handling are excluded.

No. You receive a summary of completed work, open items and actual time used. Any paid support requires a separate written agreement.

Bring a short description of your workload, relevant templates, job notes and approved rates. For bookkeeping, tell us the approximate statement-line count, how many bank or card accounts you use, and whether the books are current. Do not send bank account details or confidential records in the initial enquiry.

We confirm deliverables, fees, limits, timing and an approver in writing. We then agree a document-sharing method and use named account invitations with only the permissions needed. Review the first batch before settling into a routine.

Supply the job scope, measurements, quantities, customer details and your approved labour and material rates. Include exclusions, assumptions, tax instructions and any relevant notes. The quotation checklist explains what to gather.

You do. We organize your supplied or approved quantities, rates and assumptions into a clear draft. Engineering, technical takeoffs and professional quantity-surveying certification are outside this service.

No. We record approval of the exact draft version and intended recipient before sending. If a draft changes, it needs approval again.

Simple drafts can fit within an agreed admin allowance, starting at $199 CAD/month plus applicable taxes. Larger estimates are scoped and quoted individually. Revisions use the allowance.

We flag missing information or assumptions for your review. You supply or approve the figures before the quotation is finalized; we do not make unapproved technical or pricing decisions.

Provide the approved job details and billed amounts, customer billing details, tax instructions, invoice numbering, payment instructions and intended recipient.

Yes. We record your approval of the exact invoice version and recipient before delivery. Revisions require approval again.

No. Customers pay you directly. We prepare and deliver approved invoices; payment collection, debt recovery and disputes are outside this service.

No. Bank and card statement reconciliation belongs to a separately agreed bookkeeping scope. Invoice administration covers the draft, approval and approved delivery workflow.

We report available delivery or acknowledgement status. A delivery record is not proof that the customer has paid, and we do not verify or manage homeowner payments.

Quotations you have already reviewed and approved. We agree a follow-up schedule, message templates, recipient details and contact instructions first.

No unapproved discounts or scope changes are offered. Pricing questions and requests for changes are referred back to you.

An agreed follow-up schedule, customer-response and quote-status tracking, and a concise next-action list showing what needs your decision.

It can be included within agreed Weekly Support or Daily Coordination allowances, starting at $449 CAD/month plus applicable taxes. Standalone support is quoted by volume. Communication channels and any messaging costs are agreed separately.

No. We support consistent follow-up and clear next steps, but customer decisions and sales outcomes are not guaranteed.

Contractor-supplied records such as insurance certificates, applicable WSIB clearances, licences and other agreed documents. We organize links, expiry dates, missing items and responsible contacts.

No. We track the information you supply. We do not certify compliance or determine whether insurance or licences satisfy legal requirements. Those decisions remain with you and the relevant professionals.

We can organize paperwork and reminders within the agreed scope. You approve submissions and work directly with the relevant provider or authority.

Your current record list, source documents, expiry dates and the person responsible for renewals and approvals. Tell us when a document changes so the register can be updated.

Yes. One-time organization is quoted by volume. Recurring updates can fit an agreed admin plan, subject to its task and time limits.

Only within availability and booking rules you have explicitly authorized. Otherwise we request your confirmation before committing to a time.

Your working calendar, service areas, visit lengths, travel constraints, appointment rules, approved messages and escalation instructions.

Yes, within the agreed scope and your authorized availability. We track appointment requests, confirmations and customer updates. Any messaging costs are agreed separately.

No. This service works within agreed hours and allowances. It does not promise emergency dispatch, round-the-clock coverage or technical advice to customers.

Scheduling can be included in agreed Weekly Support or Daily Coordination allowances, starting at $449 CAD/month plus applicable taxes. Standalone support is quoted by workload.

Agreed tasks can include simple quotation and invoice administration, organized files, document tracking and customer updates. We prioritize a task queue and provide a handover showing open items and decisions needed.

No. It includes a defined monthly allowance and a queue checked on agreed business days. It is not unlimited, full-time or 24/7 coverage.

Yes, when included in the written scope. All tasks share the same monthly time and task allowance; each service does not receive a separate allowance.

You supply complete inputs and approve prices, technical decisions and the exact quotation or invoice version and recipient before sending. You retain control of all customer payments.

The agreed handover and task list show completed work, time used, missing information and decisions awaiting your approval. The update rhythm depends on your plan.

Agreed income and expense categorization, receipt organization, bank and card statement reconciliation, and routine profit & loss and balance sheet reports in QuickBooks Online. Missing records are flagged for review.

Essential starts at $199 CAD/month for up to 100 statement lines and 2 accounts. Weekly starts at $349 for 250 lines and 3 accounts. Plus starts at $549 for 500 lines and 5 accounts. Prices are plus applicable taxes, for one business with current books and CAD transactions.

One bank or credit-card statement line, including transfer lines, counts toward the monthly limit. Tell us the approximate volume and number of accounts so we can confirm the right scope.

No. QuickBooks subscriptions and other software fees, initial setup, historical catch-up, cleanup and daily updates are separately quoted. Tell us if your books are behind before choosing a plan.

No. Tax filing, tax advice, payroll, audits and financial advice are excluded. We prepare organized records and routine reports for your accountant; professional accounting decisions remain with you and your adviser.

No. You control accounts and payments. Reconciliation compares recorded activity with statements; it does not authorize moving money or collecting customer payments.

Yes. The services can run alongside each other with separately agreed scopes and fees. Bookkeeping is not included in the admin task allowance.

An agreed set of mobile-friendly service and contact pages, an approved project gallery and relevant enquiry features. Page count, content, integrations and responsibilities are confirmed in the project scope.

We first check its platform and access options. We then quote an agreed update allowance and maintenance scope suited to that site.

Hosting, domain fees and third-party integrations are agreed separately before work. They are only included when expressly stated in the written quote.

Your services, service area, business contact details, current website or domain information, and brand assets or project photos you have permission to use.

No. We work on service clarity, usability and the agreed enquiry path, but search rankings and enquiry volumes are not guaranteed.

No. The 45-minute review costs $99 CAD plus applicable taxes and provides prioritized recommendations. Implementation, advertising and ongoing maintenance are separately scoped.

Agreed campaign copy, lead-capture pages, qualification questions based on your services, enquiry-status tracking and appointment briefs. The campaign and responsibilities are scoped before work begins.

No. Advertising spend and third-party platform fees are separate from Quotaraft service fees. Setup and ongoing support are quoted around the campaign, platforms and enquiry workload.

No. Lead volumes, sales and advertising returns are not guaranteed. You approve messaging, decide which work to accept and retain responsibility for delivering your service.

Your service area, preferred job types, capacity, response process and campaign objective. If paid advertising is included, we also agree a separate advertising budget.

We agree qualification questions and appointment workflows around your services and capacity. You approve the messaging and any commitments made on your behalf.

The 15-minute Google Meet call helps us understand your trade, workload and service needs, then agree a next step. It is a service-fit discussion, not a full workflow review, and there is no obligation to buy.

Choose an available time on the Google Calendar booking page and complete the booking process. Your confirmation includes the meeting details. Sending an enquiry or suggesting a time does not reserve an appointment.

Booking hours are normally daily, 8:30 a.m.–8:30 p.m. Toronto/Eastern time, subject to availability. Google Calendar displays available times in your selected time zone. These are call-booking hours, not a promise of continuous service coverage.

The 45-minute contractor admin review is $79 CAD. The 60-minute quotation and invoicing review, 45-minute bookkeeping organization session and 45-minute website enquiry review are each $99 CAD. Applicable taxes are extra.

The paid review includes its stated discussion and written recommendations. Implementation and ongoing support are separately scoped and quoted; there is no obligation to purchase them.

For a discovery call, use your booking confirmation or contact us for help. For paid sessions, the confirmation states the agreed payment, cancellation and rescheduling arrangements before booking. Contact us as soon as your plans change.

Your name, email and a short overview of the help you need are enough. Trade, workload and preferred timing are useful. Please leave out confidential customer information and financial records.

No. Do not send passwords or sensitive records in the initial enquiry, email or WhatsApp. Before work starts, we agree the sharing method, necessary permissions, authorized people and record-handling arrangements.

Check the submission message before assuming it was delivered. You can email [email protected], call 437-889-9834 or use the WhatsApp link. Opening an email draft does not send it; you must send it from your email account.

No. Enquiry details are used to respond and prepare an agreed proposal. They do not automatically enrol you in a paid plan or marketing. Paid support requires a separate agreement.

Read the Privacy & data handling page and Terms & Conditions. Your written engagement confirms the service-specific scope, access, fees, responsibilities and cancellation arrangements.