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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 sunroom builders.
A sunroom is designed at the kitchen table: the size, the roof style, the glass, the foundation, the extras. 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 homeowner 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 room, the way it was designed.
A sunroom quote is a long list of choices. This is what ends up in the quote.
Size and style
The footprint, the roof style, the wall height. Measurements said during the consultation land in the quote with a pointer to the moment they were said, and one without a source is flagged.
Glass and roof panels
Insulated glass, roof panels, the frame color. The speech engine knows the names in your price list, so what the homeowner picks lands in the quote as your item at your price.
Foundation and site work
The slab or deck, removing the old patio, the electrical. The work you discuss becomes its own lines, so the homeowner sees what is included.
Extras as options
Undecided about a ceiling fan, a mini-split or screens? Put it in the quote as an option. The homeowner checks what they want, watches the total update, and signs for what they chose.
A payment schedule
A deposit at signing, a payment when the materials arrive, the balance at completion. Your schedule is in the quote with the amounts filled in.
Every promise, in writing
The discount you agreed to, a start before summer, cleanup afterwards. 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.
Our consultations take two hours. Is that a problem?
No. The whole conversation is recorded and transcribed, however long it runs, and the draft is ready the same day. You read it over before anything goes out.
Can the homeowner take time to decide?
Yes. They keep the quote as a link, with the options they can still check, until the expiration date on it. You see when they open it.
Will the quote look like ours?
Yes. From a few of your old quotes GrizzlyCloser learns your layout and wording, and the quote carries your logo, your colors and your terms.
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