Proposal drafting
Proposals out the day after the visit, not at the end of the week. A first draft built from your notes and closest past jobs, waiting for your prices.
Hours back
4
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Similar past jobs found
The system looks through your past proposals and invoices for jobs of the same type and size, and pulls the scope and line items you used.
- 02
Visit notes turned into scope
What was agreed on site becomes a written scope of work, with anything unclear listed as a question for you.
- 03
A draft in your own template
Your layout, your terms and your photos of similar finished work, with good, better and best options where you offer them.
- 04
Prices left for you
Past prices are shown for reference. The numbers on the proposal are yours to set.
- 05
Sent for signature once approved
When you're happy, it goes out for an e-signature, and the quote follow-up starts on its own.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Nothing goes to a customer until the owner or estimator has checked the scope and set every price.
What it's worth
What those hours add up to.
4 hours a week, over 46 working weeks, is 184 hours a year. At $50 an hour, that’s
$9,200
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
The owner writes proposals at night, copying an old one and editing it. Scope gets missed, the last customer's name survives the copy, and a proposal that should take an hour takes three.
What we build
- Similar past jobs found
- Visit notes turned into scope
- A draft in your own template
- Prices left for you
- Sent for signature once approved
A month in
A proposal that took three hours of copy-and-edit takes about one. It goes out the day after the visit, with nothing missed from the scope and nobody else's name in it.
FAQ
Does proposal drafting set our prices?
No. It shows what you charged on similar jobs so you can price faster, but every figure on the proposal is yours.
We write quotes in Jobber. Does this replace that?
No, keep using Jobber for simple jobs. Proposal drafting is for the bigger work where you write a proper proposal with scope, options and terms.
More for sales & follow-up
See them all →Next step
Bring this one to a free live build.
Thirty minutes on proposal drafting. We build its elf with you, live, and you keep it.