On-Site Quoting & Upsell Toolkit
Techs close more when quoting is instant. Presentable option builder on a tablet, photos of the failure attached, financing offer inline, e-signature and deposit taken at the door, and the job scheduled before the van pulls away.
Scope of the build
Fixed scope, fixed timeline, 100% U.S.-based senior engineers on Eastern-time hours.
- Option builder with pricebook and photos
- Financing application inline
- E-signature and deposit capture
- Automatic job scheduling on acceptance
- Tech performance and close-rate reporting
- Follow-up cadence on unsold quotes
What you get
Higher ticket
Option presentation lifts average job value.
Same-visit close
Signature and deposit before the tech leaves.
Nothing forgotten
Unsold quotes get an automated follow-up.
Where this fits
- → Home services
- → Commercial HVAC
- → Roofing and restoration
- → Equipment repair
From signature to production
The same delivery rhythm on every engagement. You always know what shipped last week and what ships next.
- Week 0
Scope lock
Two working sessions with your team. We write the spec, the acceptance criteria, and the integration list, then fix the price against it.
- Weeks 1-2
Spine first
Data model, auth, environments, CI, and the riskiest integration go in before any screen is polished. You see it running in staging.
- Mid-build
Weekly demo
Working software every Friday, on your staging environment. Scope changes get priced in the same call, never discovered at the end.
- Go-live
Handover that holds
Runbooks, monitoring, test suite, and a recorded walkthrough for your engineers. You own the repo and the accounts from day one.
Before you book a call
Straight answers on price, timeline, ownership, and who writes the code. If your question is not here, ask it on the call — we answer it the same way.
Scope on-site quoting & upsell toolkit →What does on-site quoting & upsell toolkit cost?
From $38,000. The price is fixed against a written scope after a two-session discovery, so the number you approve is the number you pay. Typical delivery runs 5–8 weeks.
How long does it take to go live?
5–8 weeks from scope lock to production for the scope listed on this page. You see working software in your staging environment every week, starting in week two.
What does it integrate with?
Out of the box we wire ServiceTitan, Wisetack, Stripe, DocuSign and Twilio. Anything with an API or a file drop can be added during scope lock.
Who actually builds it?
Senior U.S.-based engineers on Eastern-time hours. No offshore handoff, no rotating junior bench. The people on your kickoff call are the people writing the code.
Do we own the code?
Yes. Your repo, your cloud accounts, your data — from the first commit. We hand over runbooks, tests, monitoring, and a recorded walkthrough so your team can take it forward without us.
Can this start smaller than the full scope?
Usually. We can carve a first slice that proves the hardest part of on-site quoting & upsell toolkit in a few weeks, then sequence the rest once it is running in production.
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