Send option-based proposals from the field in minutes.
Give every customer clear choices on their phone, with digital approval and one-tap conversion to invoice.
Good / Better / Best
No-cool diagnosis
Capacitor replacement
Capacitor + contactor
Hard-start + tune-up
Present options that increase ticket value naturally
Pre-configured service bundles help techs quote consistently with Good, Better, and Best recommendations.
See option builderKey benefit: Customers choose value levels instead of rejecting a single number.
Good
$289
Capacitor replacement
Better
$449
Capacitor + contactor
Best
$699
Hard-start + tune-up
Deliver polished proposals by text in one tap
Customers open the proposal link, compare tiers, sign, and approve without app downloads or PDFs.
See customer approval viewKey benefit: Approvals happen while urgency is highest.
Open assigned job
Review customer + equipment history
Send estimate and capture signature
Collect payment and close job
Convert approved options to jobs and invoices instantly
Approved tier details flow directly into operations and billing so the office does not re-enter anything.
See estimate-to-invoice flowKey benefit: Faster fulfillment and fewer data errors.
Invoice #4028
Payment link sent via SMS
Checkout
Opened
Settlement
Pending
Got a question?
Free resources
Guides, templates, and checklists to help you get the most out of this feature.
Speed-to-Lead Playbook
Response-time benchmarks and message templates that turn inbound leads into booked calls.
Read morePipeline Follow-Up Checklist
Daily and weekly follow-up routines to keep estimates and opportunities moving.
Read moreField Estimate Framework
How to present Good / Better / Best options clearly on-site and raise average ticket value.
Read more