Free checklist for contractors
The Quote-to-Cash Checklist
The 12 places construction businesses lose time and money between the first phone call and the final payment. Tick off what you already have in place, and the gaps show you where to automate first.
Your progress0 of 12 in place
1. Lead and estimate
- Every inquiry lands in one place, not scattered across texts, voicemail and email.
- Site visits are booked with an automatic confirmation and reminder.
- Estimates are built from a template with your standard pricing and line items.
- Estimates go out the same day and get automatic follow-ups at day 2 and day 5.
2. Win and schedule
- Clients sign the quote or contract and pay the deposit online.
- Accepting a quote automatically creates the job in your scheduling or job software.
- Crews and subs are notified automatically when the schedule changes.
- Materials are ordered from the approved quote, not re-typed.
3. Build and close out
- Change orders are written, priced and signed before extra work starts.
- Progress photos and daily notes go straight from the field into the job file.
- The final invoice is generated from the quote plus approved change orders.
- Payment reminders and a review request go out automatically after the job.
Every box you could not tick is a hand-off where details get lost, money gets delayed, or someone spends evenings on admin.
Want help closing the gaps?
We build quote-to-cash systems for contractors using the tools you already have, so you can spend less time in the truck doing paperwork.
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