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 general contractors.
A general contractor’s quote has dozens of line items, from demo to finish, and every one of them comes out of a walkthrough 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
Every line item, with its source.
The bigger the job, the easier something slips out of the quote. This is what ends up in it.
Every trade in one quote
Demo, framing, electrical, plumbing, finishes. What was discussed becomes its own lines in the quote, with the items and prices from your price list.
Quantities with a source
Square feet, linear feet, counts. Every quantity said during the walkthrough points to the moment it was said, and one without a source is flagged before you send.
A draw schedule
A deposit at signing and draws as the work progresses. Your payment schedule is in the quote with the amounts filled in.
Change orders are a new version
When the client asks for more, 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
The quote decides line by line what is taxable, at the rate you set: materials only, everything, or not shown at all. Change the rule once and every quote follows it.
Every promise, in writing
The discount you agreed to, hauling away debris, protecting the floors. What was promised makes it into the draft, so it never turns into an argument later.
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 handle long walkthroughs?
Yes. The whole conversation is recorded and transcribed, even when it runs long. If you lose signal, the recording stays on your phone and goes on uploading once you are back online.
Can my project managers use it too?
Yes. Each user records their own walkthroughs and sees their own quotes, and the owner sees everything. You pay per company, not per user.
What does my client see?
A link to their quote in your branding, with your logo, your colors and your terms. They read it on their phone, check their options and sign. They see nothing of ours.
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