Quote in minutes, in the driveway. Good / Better / Best pre-priced. Proposal generated, e-signature on the spot. Job tracked from quoted through signed through paid.
We sit down with your numbers once and build Good / Better / Best pre-priced for your trade, with your margins locked into every option. After that session there's no math in the driveway, and no rep discounting a job into a loss because a homeowner flinched.
Your rep builds the quote in 5 to 10 minutes, on web or iPad, while the homeowner is still standing in the yard that needs the work. Three options on one screen, and the homeowner picks a tier instead of deciding yes or no on a single number.
The proposal generates itself from the selections and the e-signature is in-line, so the job's sold before the truck leaves the curb. The homeowner gets their copy immediately, and the signed job lands in the pipeline without paperwork.
Unsigned quotes drop into automated follow-up sequences instead of dying in a rep's notebook. Every job tracks through quoted, signed, and paid, and a review request fires at the end, feeding the rating that sells the next one.
Everything starts with one working session on your numbers. We take your real costs and margins and build Good / Better / Best tiers for your trade, pre-priced down to the options a homeowner actually chooses between. The complicated pricing most contractors carry in their heads is exactly what gets captured here, once, so it never has to be improvised in a driveway again.
Margin guardrails go in at the same time. Reps can present options and adjust scope, but the floor is the floor, which ends the quiet margin leak of field discounting. When your costs change, the price book updates centrally and every rep quotes from the new numbers the same day.
The quote happens while the homeowner is still standing next to the project. Your rep builds it in 5 to 10 minutes on web or iPad, and the homeowner watches three tiers appear instead of waiting a week for a mystery number by email. The psychology shift matters: Good / Better / Best turns yes-or-no into which-one.
The proposal generates itself from the selections, and e-signature is in-line. The distance between 'we want to do this' and a signed agreement is one screen, in the home, on the first visit. The dead air between the visit and the paperwork is where contractors lose jobs, and this removes the dead air entirely.
What doesn't sign on the spot doesn't get abandoned. Unsigned quotes drop into automated follow-up sequences and stay worked until the homeowner signs or says no, instead of surviving as a sticky note on a dashboard.
Your office sees every open quote in one pipeline: dollars quoted, signed, and paid, at a glance. That view is how you catch the rep who quotes plenty but signs little, and the job that got paid a deposit but never invoiced the balance.
The loop closes with a review request when the job finishes, and the whole record syncs with your CRM. Quoting is the hinge between the sales side of the engine and the money side, and this keeps the hinge from squeaking.
When your territory's taken, it's taken. A 15-minute call settles it.
