Proposals
Yours is not the only quote on the kitchen table.
The homeowner called three companies. By the time they decide, all three bids are sitting side by side and you are not in the room to explain yours. So it comes down to a simple thing: which proposal looks like it came from the company you would trust under your house? Make sure the answer is always yours.
One link. No login. Good, Better, Best. You see the second they open it.
Three bids · one decision
A
Handwritten estimate
One price. No breakdown.
Flat PDF
B
Spreadsheet quote
Last year's logo. Prints odd.
Email file
Y
Your proposal
3 tiers · opens on her phone
Chosen
Where the deal is actually won
The homeowner does not remember your pitch. They remember your paperwork.
You gave a good walkthrough. You knelt in the crawlspace, pointed at the settlement crack, explained the piers. Then you left, and everything you said started to fade. What stays behind on the counter is the document, and for most foundation companies that document is a one-line total typed in a truck, or a spreadsheet with a stretched-out logo, or an attachment nobody prints.
Now put that next to a competitor whose quote happened to look sharp and read clean on a phone. The homeowner is not weighing your expertise against theirs. They cannot see it. They are weighing two pieces of paper, and the one that looks more like a real company usually wins, even when the crew behind it is worse.
You do not lose these jobs at the house. You lose them on the kitchen table three days later, to a document that was easier to trust than yours.
What your proposal has to carry for you
It has to look like your company, not like software. Open in one tap on a phone with no login. Give three real choices instead of a single take-it-or-leave-it number. Show a monthly option for the homeowner who is doing the math in their head. And quietly tell your office the moment it gets read, so you call while you are still the company they are leaning toward.
Good, Better, Best
Give them a choice to make, not a price to reject.
Every foundation job has a floor and a ceiling. You can stabilize the settlement. You can stabilize and lift. Or you can lift, add the drainage, and back it with the warranty that keeps the water from bringing the problem right back. Put all three on one proposal and the question stops being “yes or no.” It becomes “which one is right for my house.”
Three tiers on one screen, their finger on the choice
Good, Better, and Best show side by side on the hosted proposal. The homeowner reads what each plan includes, sees what it costs, taps the one that fits, and the total updates in front of them. Your rep is no longer bracing to defend one figure against two competitors. They are helping someone right-size the repair for their home, and that is a conversation reps win far more often than an all-or-nothing close.
- Tiers built from templates, so nobody is pricing three options by hand on a tailgate.
- Priced off your catalog, with sell prices set by your real cost and margin rules, not a guess.
- Warranty badges on the products that carry one, so the Best tier shows the homeowner why it costs more.
Homeowner picks a plan
Good
Stabilize · 8 push piers
$14,200
Better
Stabilize + partial lift
$19,750
Best
Recommended
Full lift + drainage + warranty
$26,400
The proposal document
It reads like a foundation company, because it is one file from cover to cancellation notice.
The proposal the homeowner reviews is the same document that becomes the contract they sign. What they read is what they agree to. There is never a “wait, this looks different from what we talked about” moment weeks later when the crew shows up.
Your header
Company logo, license number, website, the customer block, the rep who prepared it, and line items grouped by category.
Scope of work
The narrative, production notes, and the job-site fields foundation work needs, like crawl height and electrical panel location.
Terms and disclosures
Terms, other information, and disclosures, each with an initials box so the homeowner acknowledges the parts that matter.
The number
Total, optional tax, grand total, your deposit percentage, and the legal notice of cancellation and affidavit.
A path to yes
Sticker shock kills more foundation jobs than price ever does.
Plenty of homeowners cannot write a check for a full lift but can comfortably carry a monthly payment for one. Turn on Hearth financing and it sits right beside the tiers, with the disclosure language carried into the contract so nothing gets bolted on later. Often the gap between the Best tier and the Good tier is not the scope of the repair. It is whether the homeowner believes they can afford the one their house actually needs.
- Hearth financing per proposal with one checkbox, no separate paperwork flow.
- Disclosure carries forward into the contract, so the terms match what was shown.
Financing settings
Disclosure
carried into contract
Included
Stop following up blind
Call the homeowner who keeps opening it, not the whole list.
Every proposal gets its own hosted link, and the system watches it. You see how many times the homeowner opened it, how long they spent inside, and when they last looked. The CSR worklist flags a “Viewed 3 times” note on the person who keeps circling back to the page. That is not a cold lead on day five of a call cadence. That is somebody standing at the edge of a yes, still comparing you to two other bids, and now your team knows to call them today while your proposal is the one open on their screen.
- Opens, time spent, and last-viewed tracked on every hosted proposal.
- A "Viewed N times" flag on the worklist, so CSRs chase the people actually reading it.
- No login for the homeowner, so nothing stands between them and the proposal.
Proposal · engagement
Sent to homeowner
Delivered
Opened
Viewed 3 times · 6m total
Last looked
2 hours ago
The moment they choose
They tap a tier. A job is born. Nobody retypes a thing.
When the homeowner accepts, the proposal becomes a contract with the chosen tier already locked in, and accepting spins up the job automatically. The scope, the line items, the deposit percentage, the customer: all of it carries forward. Your rep does not rebuild the deal in a second system. Your office is not waiting on a signed copy to land in an inbox. The path from a proposal on the couch to a job on the board is one motion, and the next step, signing, is already queued.
Signing itself happens right there: three initials and a drawn signature, with ESIGN consent, IP address, and device captured on the record. The signed PDF lands on the job the moment it’s signed, whether the homeowner is on the porch with the rep’s tablet or tapping a link sent to their phone.
And what they signed is frozen. Every merge token, the price, the scope, the tier they picked, is locked into a snapshot the second the document is generated, so a template edit next month never rewrites what a homeowner already agreed to.
Accepted · next step
Best tier accepted
$26,400
Job created
on the pipeline
Ready to sign
contract queued
Ready
The proposal is one link in a chain that runs the whole job. It is built from your foundation repair estimate, it becomes a signed contract, and the deposit it sets flows straight into staged milestone billing. One record, from the kitchen table to the final draw.
The questions reps and owners ask
Frequently asked questions
What is Good, Better, Best pricing in a foundation repair proposal?
It is one hosted proposal that presents three repair options at three price points: a stabilize-only plan, a stabilize-and-lift plan, and a full plan with lift, drainage, and warranty. The homeowner opens it on their phone with no login, compares the three, and picks the level of protection that fits their house and their budget. Offering tiers turns the decision from “yes or no on one big number” into “which of these three is right for me,” which closes more foundation jobs.
Does the homeowner need an app or an account to open it?
No. Each proposal has a shareable hosted link. The homeowner taps it and the proposal opens in their browser, on a phone or a laptop, with no download, no login, and no password to reset at 9pm. If a rep is presenting in person, the homeowner just views it on the rep’s device.
How does a tiered proposal help me win against other bids?
When a homeowner collects three quotes, they compare the documents, not the sales pitches. A clean, branded proposal that offers three real choices reads like a more established company than a one-line total on a competitor’s flat PDF. Tiers also move the conversation away from “who is cheapest” toward “which scope is right,” which is a comparison you win on expertise instead of price.
How are the three tier prices calculated?
Each tier is built from your estimate templates and priced off your supplier catalog, so the sell prices come from your real cost and your margin rules instead of a rep guessing three numbers on the tailgate. You can still apply per-line adjustments where a job calls for it, and large discounts can be held to a manager approval threshold before they go out.
Can I show financing on the proposal?
Yes. An offer-financing checkbox presents financing as an option alongside the tiers, and the disclosure language carries into the contract so the terms match what the homeowner was shown. For a homeowner who cannot write a check for the full amount, a monthly payment is often the difference between the job and a “we will think about it.”
Will I know whether the homeowner actually looked at it?
Yes. The proposal tracks how many times it was opened, how long the homeowner spent reading, and when they last looked. The CSR worklist shows a “Viewed N times” indicator, so your team follows up with the homeowners who are genuinely reading the proposal instead of calling everyone on the same blind cadence.
What happens the moment they accept a tier?
Accepting converts the proposal into a contract with the chosen tier locked in and creates the job automatically. The scope, line items, deposit percentage, and customer all carry forward, so nothing is retyped and the deal moves straight toward signing and billing without a rep rebuilding it in a second tool.
Is the proposal really the same document they sign?
Yes. The proposal you present and the contract they sign are one multi-page file, from the cover page through scope, terms with initials, and the pricing page. What the homeowner reviewed is exactly what they agree to, which removes the “this looks different from what we discussed” objection at signing.
Be the proposal that wins the kitchen table.
Book a 30-minute demo and watch a foundation repair proposal go out with Good, Better, and Best tiers, get opened on a phone, and turn into a signed job.