Quote-to-Close

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Summit Home Pros

Water heater replacement · instant quote (demo brand)

Build the job. Watch the price follow.

This is the customer's view — four taps to a real number, no "we'll call you back."

Tank size

Fuel type

Haul away the old unit

Schedule

Simulated customer & payments — interactive prototype. Production signs real documents and takes real deposits.

Under the hood

What you just played with

An instant-quote engine for well-scoped jobs — here, a water heater replacement. The customer picks options and watches a real price range assemble; then the closing chain fires: a formal quote lands in their texts, gets opened, signed, and deposit-paid, and the job drops straight onto the schedule board.

The stopwatch is the whole argument: quote requested → deposit collected in minutes, against an industry habit of days. Speed isn't a nicety — the first company to put a signable number in front of the customer usually wins the job.

Why it wins

Every day a quote sits unsigned, it's shopping itself to your competitors. Killing the gap between "how much?" and "you're on the schedule" doesn't just close faster — it closes jobs that would otherwise have leaked to whoever answered the phone second. And because the flow is custom software, it prices your option book, not a generic form's.

What we'd wire up for you

  • Your price book — options, modifiers, and ranges from how you actually quote, with guardrails your estimator controls
  • Quote generation + SMS delivery (branded PDF or web quote, sent from your number)
  • E-sign and deposit (Dropbox Sign/DocuSign + Stripe) — one tap each, mobile-first
  • Schedule + CRM hand-off — signed jobs land on the board, the crew gets notified, the pipeline stage moves itself

Interactive prototype. The customer, timings, and payments here are simulated to show the flow. The production version signs real documents and takes real deposits.

Want this running for your business?

From “how much?” to signed-with-deposit in one sitting.

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Demos marked "simulated" run on scripted data to show the mechanics. The lead-qualifier form is fully live.