Leave the jobsite. Not the proposal.
Turn site notes into a clear proposal outline and follow-up. Keep the scope organized while you stay focused on the work outside.
See it for my businessWhat your first task includesTurn my walkthrough notes into a clear proposal outline, then help me follow up.
I’ll organize what you recorded and flag the gaps. You confirm measurements, materials, and pricing.
From site notes to clear scope.
Example scenario: a homeowner is planning a planting-bed refresh.
Proposal structure
Customer goals → agreed preparation → approved planting/materials → owner-confirmed dimensions → exclusions → proposed next step.
Missing details
Confirm site measurements, selected materials, disposal requirements, and schedule before final pricing.
Follow-up draft
Hi Taylor, I’ve organized the scope around the lower-maintenance yard we discussed. Would you like to go through the plan or clarify anything before the next step?
Photos on your phone. Measurements in a notebook. Quote still unwritten.
- The customer’s priorities get lost between the visit and the quote.
- Scope details are scattered across photos and notes.
- A slow proposal gives the conversation time to disappear.
Something you can
actually work with.
Start with a focused task. Here’s what the brief asks your teammate to prepare.
An organized proposal outline
A missing-information checklist
A follow-up tied to the customer’s priorities
A little context.
A much better starting point.
- 1
Show it how you work.
Site notes, verified measurements, and approved photos. The customer’s priorities and agreed scope. Your materials, pricing, exclusions, and schedule.
- 2
Review something concrete.
You verify quantities, site conditions, scope, pricing, and commitments. The draft is not a site assessment.
- 3
Connect when you’re ready.
Proposal and CRM tools can be connected when you are ready to save and send approved documents.
Make this your
first task.
Put your business in the picture. Get a starter brief you can keep, edit, and use with your agent.
Free preview. No account or payment required.A few things to know.
Can it measure the property from a photo?
This workflow uses measurements you verify. Photos add context; they are not treated as reliable measurements or an inspection.
Is this a real conversation with my agent?
The conversation above is an illustrative example. The free preview creates a starter brief from your business name and this task. It does not create an account or run an agent.
Do I need to connect everything first?
You can explore and download the brief without connecting accounts. Live work later needs the relevant tools, permissions, business details, and your approval. Telegram is our initial pilot channel; SMS is planned.
Does the preview subscribe me or cost anything?
No. Creating or downloading a starter brief is free. It does not start a paid subscription, send a campaign, or spend money on ads.