Options
Let the customer choose the bigger ticket.
Put the repair, the upgrade and the premium option side by side. Each is priced from your price book with its own lines, tax, total and deposit, so the customer compares real numbers, not a single take-it-or-leave-it price.
- Options priced independently, with a discount in dollars or percent
- Item pictures on the customer's estimate page when you turn them on
- Starter price books for HVAC, plumbing and electrical, or your own imported
- Edit a sent estimate and the customer's link shows the new version
In the field
Built in the driveway, even with no signal.
Techs build and price estimates in the tech app from the whole price book, offline too, and have the customer sign on the tech's phone or send the link to theirs.
- Price-book items, custom lines, a discount, the service address, a deposit and a valid-until date
- Signed on the tech's phone, or marked declined, offline too
- Told what stops saving and asked before unsaved work is thrown away
- Approval books the job with the option the customer chose
Estimates by voice
Say it. The estimate builds itself.
In the tech app, say "an HVAC tune-up and a capacitor, and two filters, 10% off the capacitor" and the estimate opens filled in from your price book, ready to check and send. It understands Spanish too, and matches what's meant, not just the exact name.
- Prices always come from your price book, never made up
- Items matched by meaning: "the thing that makes the outside unit start" finds the hard start kit
- Works for invoices too
- Switched on by the owner
On LevelClosing
Approved, deposited, on the board.
The customer opens the estimate from a text or email, picks an option, signs with their finger or by typing, and pays the deposit by card or bank transfer. Their answer moves the lead to won or lost in your pipeline.
- Typed or drawn e-signature, recorded with the IP address and device
- A deposit invoice credited on the final bill
- Follow-up automations that stop once the customer acts
- Expired estimates move to their own tab on the date you set
