Estimating and proposals in JobTracker is proposal software for home-services and construction companies that want every quote priced right. You build reusable offers with live margin, set good, better and best options, lock prices or set a red line per rep, forecast job cost, and send agreements for e-signature by email or text. Signed work becomes a job automatically.

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Every screen in English and Spanish · Works on phone, tablet and desktop · Plans start at $495 a month

The problem

Sound familiar?

Why does every rep quote the same job a different way?

Your pricing lives in a spreadsheet, an old template and each rep's head. One rep discounts to close, another forgets the haul-away, and a third sends a proposal from his personal email. You find out what was promised after the customer signs. Nobody can tell you what the job will actually make before it starts. Margin is a guess until the final invoice.

So you check every quote yourself, or you don't, and hope. Margin you priced in on Monday disappears in a living room on Thursday. You started this business to do good work at a fair price, not to referee discounts and retype signed contracts into three different systems. Every rep becomes his own pricing department.

Where it costs you today:

discounts given away in the home with nobody approving them

quotes built without knowing what the job will cost

signed contracts retyped by hand before the job can start

What it does

Sell the job

What does proposal software in JobTracker do?

An offers catalog with live margin

Build reusable packages of products plus labor, each with a customer price and live margin. Set each one as fixed or adjustable, so pricing stays consistent from rep to rep.

Good, better, best set per service

Every service starts with your default good, better and best options. Reps can change quantities and add one-time items, but the starting point is always the one you built. That keeps every quote on your terms.

Pricing rules and a red line

Lock prices, set a discount limit, or set a lowest-price red line per rep. Anything below the limit needs a manager's OK from their phone before the agreement can go out.

Estimated costing before you sell

Build up the expected cost of a job by your own spending categories to see projected profit and margin. Forecasts never touch real costs, so your books stay honest. You know the margin before the customer sees a price.

E-signature by email or text

Build agreement templates from text blocks and PDF fields. Send them by email or text, or sign in person, with a signature certificate in English or Spanish attached.

GoHighLevel deals become jobs

When a contract is signed or a deal is won in a GoHighLevel pipeline you choose, the job is created in JobTracker, with the signed contract saved as a PDF on the job.

With JobTracker

What changes

What changes when every proposal follows your rules?

A rep builds a proposal from your offers catalog, and every price on it matches the one you set.

He tries a discount below his red line, and your phone asks for your OK before anything reaches the customer.

You open the estimated costing and see the projected margin on the job before the customer ever signs.

The customer signs by text that evening, and the job is on the board, ready to build, the next morning.

If nothing changes

Every unapproved discount and unpriced extra comes straight out of your profit, one job at a time. Without pricing rules and a cost forecast, you only learn what a job made after it's finished. By then, the discount is already spent.

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The plan

Three steps

How do you get started?

Book a demo.

Thirty minutes, on work like yours.

We set it up with you.

We bring in your jobs, people and data, and train your crew in English or Spanish.

Run your next job in it.

See the difference on day one.

Works with

One system

Part of JobTracker, connected to everything else.

Sell the job

In-home sales software →

Get paid and pay people

Job costing software →

Get paid and pay people

Customer portal and communication →

See how it all fits together in JobTracker, our job management software for contractors →

FAQ

Straight answers

Questions about estimating and proposals.

Can I stop reps from discounting too much?

Yes. Lock prices, set a discount limit or set a lowest-price red line per rep. Anything below the limit needs a manager's OK from their phone before the agreement can go out. Optional sign-today incentives are yours to set.

Can customers sign without meeting in person?

Yes. Agreements can be signed in person or sent by email or text. The rep signs first, and a signature certificate is attached, available in English or Spanish. Customers can sign at the kitchen table or from their own phone later that night.

Does estimated costing change my real job costs?

No. Estimated costing is a forecast built from your own spending categories. It shows projected profit and margin, but it never touches real costs, so your actual job costing stays honest. Once work starts, live job costing takes over with the real numbers.

Can I send options and let the customer pick later?

Yes. Through the customer portal you can send several options to choose from, such as good, better and best or a choice of finishes, with or without prices. The customer picks, and the decision comes back in writing.

We close deals in GoHighLevel. Will that keep working?

Yes. Signed GoHighLevel contracts and won deals in the pipelines you choose become jobs automatically. The signed contract opens right on the job, and a PDF copy is saved to the job's documents. Your team never retypes a contract.

How much does it cost?

Plans start at $495 a month, with a discount when you pay yearly. Book a demo and we'll build a sample proposal from your own services. We'll show you where your offers, options and red lines would live.

Get started

30-minute demo

See a proposal that protects your margin

Book a demo and we'll build a good, better and best proposal with your own services, prices and rules.

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