The customer wants two coats or three, walls only or trim too. Send it as options on one link, take the deposit when they pick, and close with a walk-through they sign on the phone.
Quote the scopes as separate quotes and group them into one comparison link with a cover page — walls only, walls and trim, walls, trim and ceilings. Photos on the lines, deposits on each. The customer picks and signs online; the pick becomes the job.
Require a deposit on the quote — percent or fixed — collected online when they approve. The balance is invoiced when the walk-through is signed, with reminders if it sits.
Attach a walk-through checklist to the job; the crew ticks it and the customer signs it on their phone. It freezes when signed. Photos of the finished rooms stay on the job.
Every item is a screen you can open the day you sign in.
Quote it as choices, get the deposit, finish, and get it signed.
Both. Lines carry a unit — each, sq ft, linear ft, hour, job — with cost and markup, so a room is a line and an exterior is square footage.
Yes. Two or more quotes for the same customer go into a packet under one link, pick-one or all-together, with photos, prices and deposits. Save the packet as a template and reuse it.
Yes. An after-job customer checklist goes to their phone by link; they tick and sign, and the record freezes.
Yes, if you want them. Homeowners post jobs in the Hire-a-Pro marketplace; jobs matched to your trade and service area land in your Requests queue with no per-lead fee. Local leads are included on the Business plan, or you can add the Local Leads module to Starter or Pro for $49/mo.
Starter covers the CRM, scheduling and calendar, quotes and invoices, the customer email inbox, the time clock, free CRM import and the mobile app. Pro adds the client portal, e-sign approvals, the dispatch board, GPS time clock, marketing automation, reviews, job costing, payment plans and the website builder. Business adds accounting with bank feeds, sales tax, payroll, the sales pipeline, the ads manager and local leads. Prices are on the pricing page.
Yes. It runs full-size in any browser on your computer, and on a phone it installs to the home screen straight from the browser. Same account, same data, whichever you pick up.
Yes. Import clients, quotes and inventory from spreadsheets or the app you are leaving. It is included on every plan, and your data stays exportable afterwards.
Options, deposit, walk-through, balance.
