He took a turn and gave up the sales job and now does customer service over the telephone from home.

It is a customer service job.

Unless the loan officer is a hack I would highly recommend staying loyal to the person who has lent his time and energy. 

I don't plan on playing any games with any customers emotions or money.

If you are looking for an estimating tool it should really include starter templates to help you get started, but give you the ability to completely customize the categories, descriptions and prices for your specific market and projects. 

We are keeping our door count lower so we can give the best customer service. 

Nobody in the US wants to call a number and hear a strange accent with a name they can't spell.For outbound marketing: Each day (or night for them) they call your contacts/customers and either collect the information you want, set an appointment to speak with you, or they leave messages on voicemail.

@Allan Smith those are competitive rates (maybe cheap actually), but maybe that’s why the customer service sucks.

Her customers come and go but I feel it would be more profitable if I bought the tiny homes and rented them out.

Keep top of mind Hospitality, customer service, and smiling when writing emails.