Multi-option estimates
Stop sending one number and hoping. Present three priced tiers side-by-side — most homeowners pick the middle one, and your average ticket climbs without a single hard sell.
Stop emailing PDFs and waiting three days. Send branded estimates with good/better/best options, take an e-signature on any phone, and capture the deposit the moment they accept.
The estimate is your highest-leverage sales surface. These four moves turn it from a PDF into a closer.
Stop sending one number and hoping. Present three priced tiers side-by-side — most homeowners pick the middle one, and your average ticket climbs without a single hard sell.
Tap-and-sign on a phone, tablet, or laptop — at the kitchen table or after dinner. Every signature is timestamped, IP-stamped, and ESIGN-Act compliant.
The card runs the same moment the signature lands. No "I'll mail you a check" ghosting, no Monday-morning collections call — the deposit posts before the tech leaves the driveway.
Every tech quotes from the same book. Codes, descriptions, and margins live in one place — so the senior guy and the apprentice walk out with the same number.
Once they sign, the nudges keep working. See Quote Follow-ups →
Averages across 1,200+ BossCrew crews in their first 90 days of digital quoting.
vs. emailed PDFs. Multi-option pricing + on-the-spot signature is the canonical “reduce friction, raise yes-rate” move.
Median time from “estimate sent” to “signed” drops from days to hours. Most accept on first view.
Of accepted estimates collect the deposit the moment the customer signs — no second invoice, no chase calls.
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We were emailing PDFs and chasing signatures for a week. First month on BossCrew our close rate jumped from 42% to 61% — and more than half the customers picked the ‘Better’ tier. The deposit lands the second they sign. I don't even remember what collections felt like.
Marcos R.
Owner · ComfortCrew HVAC
E-signature and payments are built in. Accounting, CRM, and the rest of your ops stack stay in sync — without another monthly subscription.
A DocuSign-grade signature flow lives inside the estimate. ESIGN-Act compliant, audit trail included — no extra subscription.
Deposits and balance payments capture on the same card the customer signs with. Funds settle to your bank in two days.
Accepted estimates convert to invoices in QuickBooks the moment the signature lands. No re-keying line items.
Estimate-sent and estimate-signed events push to HubSpot deal stages so sales sees the same pipeline as ops.
Already on Dropbox Sign for the legal docs? Mirror BossCrew signatures so your filing system stays the system of record.
Estimate events (created, sent, viewed, signed, paid) trigger 6,000+ downstream apps — CRMs, accounting, Slack.
Most accounting, CRM, and signature tools integrate via webhook.
See all integrations →The estimate is the closing move. These four features feed it the leads and keep them warm until they sign.
An AI receptionist that books, qualifies, and routes 24/7 — so the lead never hits voicemail.
A real-time online booking widget on your site. Pick a slot, confirm, done — no phone tag.
Calls, web forms, texts, and referrals land in one queue with source, stage, and next action.
Automated cadence after the estimate sends. Recovers the deals that would otherwise go cold.