01
Stap 01: Record it at the kitchen table
One tap before you sit down, phone on the table, and that is it, even when there is no signal in the house.
Quote softwarefor design-build firms.
A design-build project touches the whole house, and most of its decisions are made in one long conversation with the client. Record that conversation and the quote is ready the same day, in your template, at your prices. You read it over and send it, and the client signs on their phone.
We set up your account for you
How it works
You talk. The rest happens.
Nothing about your sales call changes. The only thing you add is one tap before you sit down.
In the quote
The whole project, in one quote.
Design-build brings many trades into one contract. This is what ends up in the quote.
Every room, every line
Kitchen, baths, flooring, electrical. What was discussed per room becomes its own lines in the quote, with the items and prices from your price list.
Options per room
Heated floors in the bath, an extra outlet in every room? Put them in as options. The client checks what they want, watches the total update, and signs for what they chose.
A draw schedule
A design deposit, then draws as construction progresses. Your payment schedule is in the quote with the amounts filled in.
Quantities with a source
Every quantity said during the consultation points to the moment it was said, and one without a source is flagged, so you find quickly where a number came from.
Change orders as new versions
When the scope changes, you send a new version. The previous one is kept, so it is always clear what was offered and signed when.
Sales tax the way you set it
You set your sales tax rule and rate once. Every line is taxed by that rule, and a quote can also show no tax at all if that is how you sell.
Under the hood
Every line comes from somewhere.
You load your inventory and your price list once. Whatever the homeowner asks for in their own words lands on the quote as your line item at your price. And from every line you can jump back to the sentence where they asked for it.
Good to know.
Does it work for a conversation of a few hours?
Yes. The recording runs as long as the conversation does, and if you lose signal it stays on your phone and uploads once you are back online.
Can my designers and salespeople use it?
Yes. Each user records their own conversations and sees their own quotes, and the owner sees everything. You pay per company, not per user.
Is it our brand the client sees?
Yes, only yours: your logo, your colors, your terms. The client reads the quote on their phone, checks their options and signs.
Ready toclose?
Email us and we set up your account. Then upload a few old quotes and record your next visit. The quote that comes out of it can go out the same day.
Or email info@grizzlycloser.com