Skip The Site Visit.
Close Jobs Faster.
Customers connect on a live call or upload a video straight from your website. You review, quote, and close. Works right alongside the tools you already use. It's that simple.
Site Visits Are Slow
On-site Estimates Don't Always Close
Every site visit is a bet. You're wagering an hour of drive time on a lead that might not even call you back.
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Speed Converts
The contractor who quotes first usually wins. If your process requires a site visit before a number goes out, you're starting every race from behind.
A Faster Path From
Quote To Close
Add TakeShape To Your Website
A simple embed that drops right into your existing website. No coding, no overhaul. We handle the setup for you.
Customer Takes A Video Or Connects Live
Leads record a quick video of the job or connect with you on a live call, right from their phone. You see exactly what needs to be done before anyone drives anywhere.
Quote It, Close It, Get Back to Work
Review the video or jump off the live call, send the quote, win the job. No wasted trips, no waiting. Keep your pipeline moving.
Clean. Simple. Built for Busy Contractors.
Customer Request Page
Your leads choose to record a short video or request a live call. No app download, no account creation, no confusion. They grab their phone, show you the job, and hit send.
Live Video Call
When a lead wants to connect in real time, you jump on a live video call straight from the platform. See the full picture, ask questions, and have a quote ready before they hang up.
Quotes Dashboard
Every lead, video, and quote lives in one place. Review submissions, pull up recordings, and send quotes without digging through emails or missed calls. Clean, fast, and easy to hand off as your team grows.
Straightforward Pricing For Teams Of All Sizes
Ready to See It for Yourself?
See exactly how home service businesses are closing more jobs with video estimates. Fill out the form and we will reach out to schedule your demo. Prefer to pick a time yourself?
Schedule directly on our Calendly
Frequently Asked Questions
What does the customer actually see?
They land on a clean, simple embed that asks them to record a short video of the job or request a live call. No app download, no account creation, no confusion. They grab their phone, show you what needs to be done, and hit send.
How does it get added to our website?
We drop a simple embed onto your existing site and handle the whole setup for you. You are up and running the same day.
Does it integrate with our CRM?
Yes. TakeShape is built to work alongside the tools you already use. Reach out to our team and we will walk you through the integration for your specific CRM.
Can we send quotes directly from our CRM while on a live call?
Yes. You can stay inside your CRM workflow while TakeShape handles the video side. Quote, close, and move on without switching between a dozen different tools.
How much does it cost?
The Pro plan is $48 per month and covers everything most home service businesses need to get started. For multi-location companies and franchises, we offer custom Enterprise pricing. Book a call and we will put together the right package for your operation.
How long does it take to get set up?
Most businesses are up and running the same day. We handle the embed installation and walk you through the dashboard so your team is ready to start taking video estimates right away.
