Good, better, best options
One price invites a yes or a no. Three options with the one you recommend let the homeowner choose how far to go, and the add-ons sell themselves at the kitchen table.
Start from the estimate or the call.
On a remodel, Sales, Estimates, New Estimate: pick the job or client, then Good, better, best beside Add Item (under the three dots on a phone). On a service call, Schedule, Service calls, open the call and tap Good, better, best.
Fill the three options.
Each option has Add a line: tap a task from your price book, or type the work, like Quartz counters, and give it your price. Write What makes this option different in plain words and mark one as Recommended. Put at least one line in two options; everything saves as you go.
Add the extras.
Optional add-ons are lines the client can tick on top of any option, like a smart thermostat or a longer warranty.
Pick a deposit.
None, 25% or 50% of what the client accepts.
Let the client choose.
Client chooses here hands them your phone: they choose one, tick add-ons, see the total and tap Sign and accept. Not there in person? Text the link to the client and they choose and sign from their phone.
After the client signs
The estimate is marked Accepted and can no longer be changed. With a deposit, the payment page opens so the client can pay it right away.
Questions
Does it cost extra?
No. Good, better, best is part of every plan.
Can I use it on a remodel estimate?
Yes. New Estimate has Good, better, best once a job or client is picked. Lines you already typed on that screen stay behind, so start the options first.
Do I need a price book?
No. Type each line with your price. A price book only saves you typing the same task and price on every estimate.
Why does the link not go out?
The link opens in your client portal. Turn the portal on in Settings, Client portal, then text it again.
Keep reading
Questions? Write to hello@groundflag.com