Talk through the job. The proposal is done before you leave.
Your salesperson walks the job and talks it through out loud. Seconds later the customer has a clean proposal by text. They sign on their phone and pay the deposit before the truck leaves the driveway. You see every proposal move from sent, to opened, to signed, to paid.
Under the hood
- Spoken notes become a written scope and price, using your pricing rules
- E-signature that works on any phone
- Deposit by card or bank transfer
- Live status for every proposal: sent, opened, signed, deposit paid
