Put three prices on the quote instead of one

Instead of a single price, put three options on the quote: a good, a better, and a best. Your customer picks options and accepts online.

Why one price stalls

A single price gives the customer only one move: haggle, or walk. Three options change the conversation. Instead of asking whether to hire you, they ask which level suits them. You set the range, and the customer picks a point inside it.

Keep it simple

• Good: the job done safely and to code, with the basic materials.
• Better: the same job with a step up in materials or finish.
• Best: the job with the extras a customer often wishes they had bought later.

Put the work and materials in each option so the difference is obvious. CloseQuotely handles sections, quantities, units, labor and materials, discounts, tax on the right lines, and a deposit, so each option can be built out properly. It also includes templates and starter price books for 20 trades, which saves a lot of typing when you build your first options quote.

Three is enough. More than that turns a clear choice into homework.

How the customer accepts

The customer reviews a clean, branded quote and accepts with a typed signature. They never need an account. They open the quote on their phone, pick an option, and sign.

You can see when a customer opens your quote and how often.

Follow-up without the nagging

Most stalled quotes are not a no. They are a maybe that got buried. CloseQuotely's polite reminders go out on your schedule and stop automatically when the customer accepts, declines, or replies. The system does the waiting for you.

When the customer picks an option, CloseQuotely follows up until they decide.

What happens after the yes

Every accepted quote becomes a job. Booking a job drafts the invoice from the quote, with the deposit already credited.

For the crew

Each crew member gets a private phone link to see their jobs and mark them started and done, with no logins to set up. It works on the phone in your truck and the laptop at home.

What it costs to try

The free plan needs no card and includes 10 quotes a month. Paid plans start small, and CloseQuotely says it will tell you before a price changes. The product is in early access, so it is changing quickly, which is worth knowing before you build your whole process around it.

A quick way to start

Take the last quote that went quiet. Rebuild it as three options, with the middle one priced where you want most jobs to land. Send it and watch the open activity. Then follow up on your schedule.

Build your first options quote on the free plan.