Options on the tablet, not a callback
Good-better-best proposals with financing, built in the home from your own price book.
The estimate that gets sent tomorrow loses to the one presented today. Notifi builds multi-option proposals on site, prices them from your book, and converts acceptance into a scheduled job on the spot.
Most estimate revenue is lost after the estimate
Very few considered purchases close in the driveway. They close a week later, after a nudge, and the nudge is the thing that never happens in a busy month.
Every unsold estimate in Notifi is worked automatically: re-engaged on a sequence, visible in the pipeline, and carried on the property record so the next visit picks the conversation back up.
Iris re-engages the quiet estimates and books the follow-up visit when the customer bites.
Estimates, in detail
Estimates, answered
Can technicians build proposals in the field?
Yes, on the mobile app, from your price book, with photos attached. The proposal is presented in the home rather than emailed the next day.
How does financing work in the proposal?
Payment options appear alongside the totals, so a nine-thousand-dollar replacement is also a monthly number. That is usually what moves the middle option.
What happens to estimates that do not close?
They are re-engaged automatically and remain visible in the pipeline, graded like any other lead.
Does pricing stay consistent across technicians?
Yes. Everyone quotes from the same book, so the price does not depend on who showed up.
Does acceptance create the job automatically?
Yes. Approval converts to a scheduled job with the scope and pricing carried over, no re-keying.
Can we track close rates?
Yes, by technician, job type and option level, which is where sales coaching stops being guesswork.
Everything runs on the same record
See it on your own operation
Bring a real week of calls and jobs and we will run Notifi against them.