Quotes and agreements, from the fast quote to the signed contract

The fast quote, for homeowners

A family calls about bed bugs or a wasp nest. You type the price, the date and a note, the quote leaves within the minute and the customer accepts in one tap on their phone. It is the tool for jobs you must win before a competitor does.

The agreement, for your commercial accounts

A restaurant, a warehouse, an apartment building. The service agreement sets the year's program, the visit dates, the price per visit, the equipment installed and the general terms. The client reads it in full, signs it online, and it is filed in their record.

The quote answers a request, the agreement sets up a relationship. The same customer can start with a quote for an emergency and end up under a yearly agreement.

1. You pick the clientFrom your client list, or you create them on the spot. Their saved addresses can be ticked, and the agreement is attached to their record.
2. You set the programTreatment or inspection, the pests, the site or sites, yearly or monthly, the number of visits and the price per visit. Visit dates are calculated for you and stay editable.
3. You adjust the restOptional equipment, rented monthly or sold once, how reports are sent, the payment schedule and the general terms, editable clause by clause.
4. The client signs onlineThey receive an email under your name, read the agreement page by page on their phone, type their name, sign with a finger and tap « Accept the agreement ». Their signed copy arrives by email, and you are notified.
5. The agreement starts on its dateIt moves to the Active tab, upcoming until its start date and then active, with its monthly and yearly totals.

The agreement follows your company's country. In Canada it can be written in French or English, and a consumer outside Quebec receives their province's statement of the right to cancel. In France, the withdrawal form is attached.

In the United States, the FTC notice of cancellation, and in Florida the termite contract with the official FDACS consumer notice. Every clause rests on an official text, and the template reminds you to have it reviewed by a lawyer.

The screen is split. The form on the left, the email the customer will receive on the right, redrawn on every keystroke. It is not an approximation: it is the same document, produced by the same code, with your logo, your details and your colors. A mistyped amount, a missing name, a note that runs long, all of it shows before you press Send.

On a phone the two do not fit side by side: a toggle switches between form and preview, and the quote shows in full, scaled down, never cut.

The customer

Their name, email, phone, and the address you are treating. That is what appears at the top of the quote.

The pests

Picked from a list of 37 grouped by family. Several on one quote if the unit has several.

The area treated

Inside, outside, or both. Two checkboxes rather than three choices, because « both » is not a third place.

The first visit

A date and a time of day, morning, afternoon or full day. Or nothing, and the quote says « to be agreed with you ».

A note for the customer

The preparation to do the day before, the alley entrance, the caretaker's hours. It shows in a box on the quote.

The price

One total and the number of visits it includes. The price per visit is worked out for you.

« $720 » means nothing to someone comparing three offers. « $720 for four visits, $180 each » can be compared, and that is what the quote says.

Crawling insects

Cockroaches, ants, carpenter ants, spiders, silverfish, earwigs, sowbugs, millipedes, beetles, boxelder bugs, booklice, termites.

Biting pests

Bed bugs, fleas, ticks, mites, mosquitoes.

Flying insects

Wasps, hornets, bees, bumblebees, house flies, fruit flies, drain flies, gnats, pantry moths, clothes moths.

Rodents

Mice, rats, squirrels, chipmunks, groundhogs.

Wildlife and birds

Raccoons, skunks, bats, pigeons, starlings. Not chemical treatment, but it comes from the same phone call and is quoted the same way.

A quote can carry several. They appear in the email, and in its subject line too: « Your quote 2026-0004 · Bed bugs ». A customer who asked three companies the same week cannot tell two reference numbers apart, but recognizes the pest.

Your prospect sees « Your Company » in their inbox, not « Atlas », a name they have never heard. The technical address behind it belongs to Atlas, because that is the domain verified with the mail providers, and that is what keeps the quote out of the junk folder. Nothing to configure on your side, no DNS record to add, your first quote goes out the day you sign up.

If they reply « Tuesday works », the reply lands in your inbox, not in Atlas's.

Both buttons sit at the bottom, after the warranties and the terms: they walk past what they are accepting before accepting it. To accept, they type their name. A button alone proves nothing six months later; a name written by hand, with the date, does, and it costs four seconds to someone acting in good faith.

An acceptance is final. The buttons are gone for good, even on reload or from the original email, and they can neither accept twice nor change their mind by clicking the other one. A decline can be taken back. Their page keeps a « that was not intended, go back » button that returns the quote to the sent state and emails you that the refusal has been lifted, because one unlucky click should not force a phone call to get a new document.

And you get an email either way, accepted or declined. A known no beats silence: without it you would chase for three weeks someone who has already signed elsewhere.

Two attachments, the warranty policy and the cancellation policy, uploaded in the Settings tab of the Quotes screen. Until you upload one, Atlas attaches a standard warranty document, so your first quote is complete anyway.

One thing that matters: the documents are copied onto each quote at send time. A company that changes its terms in June does not rewrite the March quotes, they carry the ones it had accepted that day. That is exactly what counts if someone disputes a fee six months later.

What is counted is the opening of the quote PAGE, not of the email. Tracking pixels no longer say anything useful: Gmail loads images through its own servers and Apple Mail preloads them even when nobody has read anything. They report opens that never happened and miss others. An opened page is a gesture, somebody clicked. It is narrower, and it is true.

Eight shades offered plus a free choice. The header text adapts on its own: on a light color it turns dark, worked out from the actual luminance rather than by eye. A yellow band with white text cannot be read, and that is the kind of thing you only discover once the quote has gone.

Someone looking for an exterminator at 10 p.m. does not call. They check three websites, find two of them silent, and write to the one that asks them questions. The Atlas form exists to be that one.

1. You paste one line on your websiteOne tag, once, on every page. It carries your key, which grants no read access at all, only the right to send you a request. The form itself lives at Atlas: whatever improves there reaches you without anyone pasting anything again.
2. The visitor fills it in one minuteFirst and last name, phone, email, address, the pest, indoors or outdoors, and up to three photos. Everything is required except the message and the photos, because a half-filled request forces you to call back and ask the same questions.
3. The request lands with youIt goes into the Requests tab of the quotes screen, with a red counter that only goes out when you act on it. An email leaves at the same moment, with a tappable phone number and the photos, so you can call back from the truck.
4. One click and the quote is ready« Create the quote » copies the name, phone, email, address, pest and zone into the quote form. Only the price, the date and the note are left. The request marks itself handled when the quote goes out.

The address field completes as they type, against real addresses, which avoids the misspelled street you then have to sort out on the phone. Photos matter most outdoors: a wasp nest under a soffit six meters up and one behind a shutter are not the same job, and nobody says so on the phone.

The form drops into WordPress, Wix, Squarespace, Shopify or a hand-built site. It looks the same everywhere, because it is isolated from the host site's stylesheet. Three safeguards keep robots out: only your domain may use it, an invisible decoy field catches automated fills, and an hourly ceiling prevents flooding.