Quota

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Your Reps' New Favorite App

Quota gives your reps their leads, appointments, sold deals, customer updates, and commissions in a single mobile app — branded as your company, running on top of the CRM you already use, or on its own.

See every rep's appointments, pipeline, commissions, and sold deals in one place — without chasing anyone.

Austin, founder of QuotaBuilt by a rep who knocked doors for 9 years.
Trades Supported Out of The Box
6Trades Supported Out of The Box
App From First Lead to Final Payout
1App From First Lead to Final Payout
Days Free, No Card Required
14Days Free, No Card Required
Quota app in dark mode showing today's appointments

Inside the Product

Real Screens, Not a Marketing Mockup.

This is the same app your reps open in the driveway. Click through the modules below, then ask for a guided tour to see it live with your data.

The Day, Already Sorted

Reps open to a greeting, today's stops in time order, the deals that need attention, and their sold-this-month count — all on one screen.

Quota

Field team portal

Today

Wed, Aug 12

Still up, Jordan.

5 appointments today and 5 deals that need attention.

Today's agenda

10:00aMarcus & Renee Hale1st Appt
1:30pChandra WillisReturn
5:00pOwen Brackett1st Appt
7:00pThe Okonkwo FamilyReturn

Every board relabels to your trade — for residential solar the Sold board becomes installs.

Pick Your Industry

Quota already knows how your deals move.

Pick your industry — then watch the whole thing change.

Solar Sales

A solar deal isn't sold until it's installed and funded.

The six weeks between the signature and the install is where solar deals die — stips, site surveys, engineering, utility approval. Quota keeps every deal visible through all of it, splits setter and closer pay automatically, and shows reps their sold + install milestone payouts without blowing up your phone.

10 stages
signature to funded
Milestones
setter / closer splits handled
Live
install status reps check themselves

Loads a full solar book: today's sits, a 21-deal install pipeline, and live commissions.

Pipeline stages

1New Deal
2Site Survey
3Finance Stipulations
4Engineering & Plans
5Pending Install Date
6Scheduled for Install
7Install Corrections
8Installed Pending Pay
9Installed & Paid
10On Hold

The Real Gap

A Lead Doesn't Die In One Place. It Leaks At Every Handoff.

Tap through the six handoffs every solar deal passes through in a typical month.

Office size
1Lead
2Appointment
3In the Home
4Sold
5Customer
6Commission
Lost $018 of 18 still aliveStill moving $100,80018 of 18 still alive

Without a system

−1 · $5,6001 deal lost
−1 · $5,6001 deal lost
−1 · $5,6001 deal lost
−1 · $5,6001 deal lost

With Quota

−1 · $5,6001 deal lost
1 / 6The Lead

Where It Leaks

The Lead

Leads arrive in four places — a setter's text, a spreadsheet, a lead vendor, the CRM — and nobody owns the moment one goes cold.

With Quota

Every lead lands in one queue with an owner, a next action, and an idle-day counter that flags it before it dies.

Keep your CRM if you have one — Quota sits on top of it and stays in sync. Don't have one? Quota's built-in CRM is the system of record, in the same database, scoped to your company only.

White Label

It Looks Like Software Your Company Built.

Your reps download your app, sign in with a PIN, and see your name on every screen. Quota stays invisible.

Try it — pick a company

app.lumensolar.com
Lumen Solar logo

Lumen Solar

Solar team portal

Still up, Jordan.

3 appointments today and 4 deals that need attention.

Today's agenda

9:30aMarcus & Renee Hale1st Appt
1:15pPriya HalvorsenReturn
5:45pThe Okafor FamilySite Survey

Customer portal

Lumen Solar logo

Lumen Solar — Your install

On track

Logo, colors, domain, stages, and commission rules — configured per company.

Example brands, shown for illustration.

  • Your logo & colors
  • Your web address
  • Built-in CRM, or yours
  • Your data, isolated

Modules

Turn On What Your Team Uses. Hide The Rest.

Every module is a switch we flip for your company. Reps never see a tab that isn't part of your process.

  • Appointments

    Setter calendar, confirmations, and a Today view per rep.

    10:00a HaleConfirmed
    1:30p Willis
    5:00p Brackett
    Today's schedule

  • Pipeline

    Your stages, required fields, photo capture, and stall alerts.

    New

    Survey

    Scheduled

    Installed

    Live pipeline

  • Commissions

    Per-deal splits, overrides, holdbacks, and payroll exports.

    $4,280of $11,000 goal
    Paid this month

  • Lead Assignment

    Route inbound leads to the right setter or closer instantly.

    New lead
    JTMRAK
    Auto-routed

  • Customer Portal

    A branded status page homeowners can check without calling.

    Sold
    2Survey
    3Install
    4Done
    Customer view

  • AI Assistant

    Reps ask about their book in plain English and get answers.

    What's stuck?3 deals idle 5+ days.
    Ask in plain English

  • Insights

    Office, team, and rep reporting with exportable reports.

    +18% sold vs last month

  • Calculator

    Your pricing, adders, and finance options at the table.

    System7.2 kW
    Payment$148/mo
    Priced at the table

  • Reviews

    Ask for the review at the moment the customer is happiest.

    Request sent
    Asked at the happy moment

Estimator

Run your own numbers.

Pick your trade, set your team, and see what the leaks are costing you — the same model as the funnel above, on your headcount.

Your trade

12 reps
3
$5,600
25%
Defaults for Solar: 3 deals/rep/mo at $5,600 — drag anything to match your office.

What you close today

$201,600/mo

12 reps × 3 = 36 deals at $5,600.

Backend at Risk

$33,600/mo

$403,200 a year — about 6 deals a month you're currently losing.

Leaking today$50,400/mo(9 deals)
Manager Time Back~6 hrs/weekmodeled
Typically covered by the first deal Quota saves each month — we'll put your exact price against this number on the tour.

Projections based on typical industry close and fallout rates — not a guarantee.

Why Quota?

You Don't Need Another CRM. Just Make What You Already Use DOPE.

Keep the CRM your office runs on. Quota replaces the layer of chaos around it — the spreadsheet, the group text, and the 'any update?' calls.

The same deal, four places

  • Group text · 6 people
    who's taking the Hale appt tomorrow at 10?
    thought Jordan had it??
    he's off tuesdays
  • COMMISSIONS_FINAL_v3 (2).xlsx
    ABC
    Delgado$6,100—
    Hale$8,400#REF!
    Whitfield$5,250—
    is this right?? -M
  • #operations

    Dana K. 10:42 AM

    Any update on the Hale install? Homeowner is asking again 🙃

    👀 3

    4 replies

  • Missed Call

    (3)

    Renee Hale (Homeowner)

    Voicemail — “Hi, just checking if we have an install date yet…”

The same deal, in Quota

Marcus & Renee Hale

Deal · $8,400

10:00a · Marcus & Renee HaleJordan

assigned — nobody has to ask

the group text
Rep commission $1,240 · pending payout

same math payroll runs

the spreadsheet
Scheduled for Install · Thu Aug 21

visible to the whole team

the status ask
Homeowner notified automatically
“Your install is confirmed for Thursday.”
the missed calls

Same Deal. One App. Nobody Has To Ask.

Who We Are

Named After The Number.

Every trade has a different word for the deal. Roofers close claims. Pest teams start accounts. Fiber crews light up activations. But every rep in every driveway has the same word for the goal — Quota. It's the number on the whiteboard. The reason you knock one more door at 8pm.

We named the app after the number because that's the whole job: get your reps to theirs. Not another CRM for the office — the other half of the system, built for the people carrying the number.

Quota was built by Austin, who knocked 120,000 doors selling pest, security, and solar — and built the tool his team wished existed.

Austin, founder of QuotaAustin · Founder

Quota

Hit. The. Number.

The Field is the Product. If a rep can't do it one-handed, standing on a porch, between doors — it doesn't ship. Every screen here was designed for that moment first and the office second.

One Surface, Not Six Tabs. Leads, appointments, deals, pay, and customer messages live in the same app. The rep stops being the integration between four tools.

Your Name on It, Not Ours. Your reps shouldn't be loyal to our logo. Quota runs white-label under your brand, your domain, your process — we stay invisible.

Getting Started

Three steps to a live sales team.

No migration project, no six-week implementation. Most teams go from first call to reps logging in inside a week.

01

We Map Your Process

A 30-minute call where we walk your stages, roles, and commission rules — then show you the app running that way.

02

We Build Your Workspace

Your workspace provisions on the built-in Quota CRM, already shaped for your trade. Want it running on your CRM? Our team does that integration for you.

03

Your Reps Start Using It

Reps get a link and a PIN. No app store, no training week. Most offices are live within days.

WORKS WITH THE CRMS YOU ALREADY USE

Trusted platforms

trades supported out of the box
6Trades
Supported
from first call to reps logged in
<1wkTo Reps
Logged In
app-store installs required
0App-Store
Installs
your data, exportable anytime
100%Data
Exportable

Pricing

One Flat Price Per Office. Set on Your Tour, Locked in Writing.

No per-seat math, no surprise line items. We size your price once, and it covers every rep and every module you turn on.

14

Start free for 14 days · No card required

  • One flat monthly price for the office
  • 14 days free, no card required
  • Start free on the built-in CRM — no connection needed
  • Month-to-month, cancel anytime
  • Price locked in writing on the tour
Per-seat feesSurprise line itemsAnnual lock-inPaid support tiers

What Determines Your Price

  • 01How many reps you run
  • 02Which modules you turn on
  • 03Built-in CRM, or full integration with yours

30-minute call. The number you hear is the number you pay — in writing.

Size Your Office

Multiple teams, managers who need the board to be true.

  • Everything a small office runs
  • Manager dashboards, leaderboards, and rep scorecards
  • Built-in Quota CRM, or full integration with yours
  • AI assistant for reps

One Flat Monthly Price For The Office

Running on your own CRM? Full integration is a one-time onboarding our team performs end to end — connection, field mapping, data import, and training. Quoted on your tour.

Questions

The Things Every Owner Asks First.

  • Month-to-Month
  • Keep Your CRM
  • Live in a Week
  • Your Reps Actually Use It

Request a Tour

See It Running On Your Process.

Tell us about your team and we'll walk through Quota configured for residential solar — your stages, your commission math, your reps — then break down pricing against your rep count on the same call.

  • 30 minutes, screen shared, no slide deck
  • Live access to the full demo afterward
  • A written price breakdown for your office

How the 30 Minutes Goes

  1. 0–5

    Your setup

    Rep count, stages you run, what's breaking today.

  2. 5–20

    The app, on your process

    Quota skinned to your name with residential solar stages and your commission math.

  3. 20–30

    Price and next step

    One flat number for your office, in writing, plus trial access.

Austin Steadman

You'll be on with Austin, the founder. Most requests get a reply the same day.

Your trade

What hurts most

30-minute screen share. We'll show you the app on your process and quote your plan — and your integration, if you want us on your CRM.