Quote & Close

Let Customers Add To The Job Themselves.

Put optional upgrades on the quote as checkboxes. The customer ticks what they want and the total updates itself, which is how a $4,000 job becomes a $5,200 job without you selling anything.

You mentioned you could also do the trim while you're there. They said 'maybe' and it never came up again, so you did the small job for the small number.

Upgrades As Checkboxes

Add-ons priced and listed. They pick what they want.

Total Updates Live

They see exactly what each option costs before they commit.

Bigger Jobs, No Pressure

People add more when they choose it themselves than when you pitch it.

Scope Is Clear

What they picked is on the accepted quote, so the crew knows the real scope.

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Optional add-ons on a contractor quote

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