Why the walk-through is where jobs are lost
The usual way goes like this: the tech walks the job, writes notes, drives back, someone types up an estimate a day or three later, and by then the customer has two other quotes. The longer the gap between the walk and the number, the lower the close rate. Job Walk closes that gap to zero.
How a walk works
- Start the walk from the job on the phone. The customer, address and call notes are already there.
- Go area by area. Kitchen, attic, panel, roof, side yard. In each one, take photos and video, record a voice note, or scan the room.
- Add lines as you go. Lines come from your own Price Book, so prices are your prices, not whatever the tech remembers.
- Finish with options. Good, Better and Best are ready at the end, with the photos from the walk.
- Close. The customer picks one, signs on the phone and pays the deposit.
Good, Better and Best, with your margin showing
Three options let the customer choose instead of deciding yes or no on one number. Each option shows live profit margin and markup against your target, so the tech can see when an option is too thin before presenting it. Missing costs are flagged, never guessed. More on presenting the three in good, better, best pricing, and on the margin side in live margin on estimates.
No signal, no problem
Crawlspaces, basements, attics and rural jobs often have no signal. Job Walk keeps working offline and syncs when the phone is back in range, so the walk does not stop because the bars did.
Bigger projects
For remodels, custom project estimates go room by room with finish ladders, and the 3D Room Planner and Showroom help the client see it. Staged invoicing then bills the deposit, milestones and final on one job number; see staged invoicing.
Who it is for
Any trade that sells on site: water heaters and repipes, HVAC replacements, panel upgrades and EV chargers, roofs, kitchens and baths. See how to put the numbers together in how to send estimates customers approve.
Questions people ask
Does Job Walk work without cell service?
Yes. It keeps working with weak or no signal and syncs when the phone is back in range.
Where do the prices come from?
From your own Price Book, so every tech presents the same prices for the same work.
Can the customer pay the deposit on the spot?
Yes. The customer picks an option, signs on the tech's phone and pays the deposit by card or Tap to Pay.
Can I see my margin before presenting?
Yes. Each option shows live margin and markup against your target, and missing costs are flagged.