Make it easy to understand your quote.
Show customers the work, photos, and price in a clear quote. Let them review it and sign online.
What the homeowner sees
Not a price on the back of a card.
A branded proposal with photos of the damage and Good/Better/Best choices side by side. They pick, sign on their phone, and you’re done before you’re off the ladder.
Removal only
Get the animals out.
- Inspection & removal
Chosen
Removal + exclusion
Most homeowners pick this one.
- Inspection & removal
- Seal the entry points
Full seal-up
Everything, with a warranty.
- Inspection & removal
- Seal the whole roof line
- Warranty on the sealed work
Example layout. Your services, prices and wording come from your own price book.
Build it in the attic
Three steps from inspection to signature.
- 1
Build
Pick services from your price book, drag them into order, and add photos. It looks like your company: logo, colors, fonts.
- 2
Send
Text or email a link they can open anywhere, or hand them your phone in the driveway.
- 3
Signed
They choose options and sign. The approved quote turns into the job and the invoice with nothing retyped.
Real screens
Make one yourself.
Click through the quote and proposal builder your techs and office use.
Tap the highlighted spot, or use Next.Step 1 of 2
No arguments later
What they signed is what they get.
Accepted quotes are locked.Need to change the scope? Make a revision. The signed version stays on record.
Totals never drift.Tax and discounts work out the same on the quote and the invoice, and the tax rate is set when the quote is made.
Show as much or as little
You decide what the customer sees.
- Rename the customer-facing category labels and choose whether customers can change selections.
- Choose discount rules, tax treatment, proposal content, and materials/labor visibility.
- Choose whether customers see materials and labor details, including per-item overrides.
- Copy a previous quote without carrying over job-specific photos or service-point links.
Part of Sales & Quotes
A signed quote starts everything else.
Approval links the lead, books the job and builds the invoice from the same line items.
Comes in from
Website & calls
Leads arrive from forms, bookings, calls, and texts.
Comes in from
Property details
Property information helps you quote the right job.
What happens here
Quotes & Proposals
- 1Line items, choices & pricing
- 2Branded proposals & proof
- 3Signatures, revisions & handoffs
Same customer, same job, same record.