Estimates & proposals
Build options, present proposals and get them signed.
- Build an estimate with good, better and best optionsCreate a single estimate or a proposal of up to four options from the pricebook, then edit, recommend and duplicate options.
- Estimate templates: kits and proposal templatesSave ready-made good/better/best options as kits and proposal templates so estimates take seconds and prices stay current.
- Present options on a tablet and get the customer's approvalShow options side by side with monthly payments and add-ons, take a signature on site, or let the customer approve on their One Link.
- Rebates, add-ons, brochures and proof on optionsShow after-rebate prices, offer warranty add-ons, attach brochures and spec sheets, and suggest items technicians often add.
- Sales presentation settings (option order, Most popular, shot lists)Choose how good / better / best are ordered for customers, which card phones open on, whether Most popular may show, and the photos salespeople take on every sales call.
- Mark an option sold or dismissed, and do the work now or laterRecord an approval in the office, dismiss options the customer turned down, and move sold work between this job and a follow-up job.
- Replacement proposalsBuild a good/better/best system replacement with equipment, labor, warranty add-ons, rebates and an install plan.