Platform Feature

Estimating & Proposals

Win More Jobs with Stunning Presentations

Transform your sales process from handwritten carbon copies to immersive, interactive digital proposals. Offer Good, Better, Best options that empower customers to buy more.

Start Your Free Trial
Interactive visual sandbox

Try The Live Feature Simulator

Interactive Good-Better-Best Sales Proposal

DYNAMIC PROPOSAL TOTAL$6,500
Why it matters

Transforming Your Daily Operations

Discover the tangible business benefits of integrating this premium workspace feature.

Multi-Option Selling

Easily build Good, Better, and Best proposal tiers. Psychology shows that offering options increases close rates by 30% and dramatically raises the average ticket size.

Digital Signatures

Close the deal on the spot. Customers can review the proposal, select their preferred option, and sign digitally directly on the technician's tablet or via an email link.

Visual Pricebooks

Build a beautiful visual catalog of your services and equipment, complete with photos, descriptions, and automatic profit margin calculations to ensure every job is profitable.

A closer look

Professionalism That Commands Premium Pricing

In the modern service industry, the presentation is just as important as the repair. If you are handing a homeowner a crumpled piece of paper with a handwritten price, you are immediately commoditizing your business. TekTrakker elevates your brand by allowing your technicians to present stunning, interactive digital proposals that build immense trust. Our estimating engine allows you to pull pre-built assemblies and flat-rate tasks from your customized pricebook in seconds. You can easily construct multiple tiers of service, clearly highlighting the value and warranty differences between a basic repair and a premium system replacement. When the customer is ready, they can seamlessly apply for consumer financing directly through the proposal interface. By providing a transparent, professional purchasing experience, our users consistently report higher conversion rates, fewer pricing objections, and a significant increase in their overall average ticket value.

Answering your questions

Frequently Asked Questions

Can I attach photos or brochures to the proposal?

Absolutely. You can attach PDF brochures, warranty documents, and photos of the customer's exact equipment to provide a comprehensive presentation.

Can a customer approve a proposal later?

Yes, you can email or text a secure link to the proposal, allowing the customer to review and approve it from their own device when they are ready.

Can I customize the proposal templates?

Yes. You can customize colors, headers, signatures, disclaimer texts, and default warranty options to match your brand style.