Quote & Close

What They Picked, In Writing.

Build a selections sheet off the quote: fixtures, finishes, colors, model numbers, allowances and lead times. The customer sees it in their portal and approves it.

She picked the tile in a text message in March, changed her mind on the phone in April, and now the wrong box is on site and somebody is eating the cost.

Built From The Quote

One tap off the quote turns its line items into a selections sheet on that job.

Over The Allowance Writes Itself Up

Actual cost over the allowance drafts the change order for you, so the overage gets signed for instead of eaten.

They Approve It Themselves

The sheet lives in the customer portal, with photos and spec notes, and their approval is on the record.

Lead Times And Need-By Dates

Know the thing with the eight-week lead time before it holds up your schedule.

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Contractor selections sheet with allowances

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