Roof Health Report · Present mode Demo · sample figures
Chart note 01 · The Diagnosis
Sample Residence · Gilbert, AZ
Roof age19 yrs
Size28 sq
ConditionC
Dx: Underlayment beneath the tile is at end of life. Two active leak paths over the garage. Tile itself is reusable.
The good news: caught before decking damage — a detach-and-reset solves it.
Chart note 03 · Your Treatment
Tile detach & reset with new underlayment
Your investment$21,000
Deposit (50%)$10,500
At completion$10,500
The homeowner compares options side by side and picks one at the table. Figures are illustrative samples.
Acceptance & signatures
Homeowner signature
✓ Signed & locked · Job created in CRM · Welcome email drafted demo
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What is the In-Home Proposal System?
The In-Home Proposal System turns a site visit into a signed agreement on one tablet. The rep fills in the home's details, the homeowner swipes through a diagnosis-style report — condition, urgency, recommended treatment, investment and financing — signs on screen, and one tap creates the job in the CRM and drafts the welcome email.
What it replaces
Building proposals at night after the appointment
Printed price sheets and paper contracts
Re-typing signed deals into the CRM
Features
What it does
A report homeowners actually read
Roofing proposals read like a health report: The Diagnosis, The Prognosis, Your Treatment. Windows proposals show energy lost to Arizona heat and what new windows change.
Options priced at the table
Good, better and best options are priced from the company's own tables, so the rep can adjust at the table without calling the office, within limits the owner sets.
Margin the rep sees, the homeowner doesn't
Owner-controlled pricing guardrails keep every deal profitable, and the rep sees what the homeowner doesn't.
Financing on the page
Estimated monthly payments over several terms are calculated from the total, right next to the price.
Sign on the glass
The homeowner reviews the terms — including the required Arizona ROC notice — ticks agreement and signs with a finger. Sign & Lock freezes the document.
One tap to hand off
Confirm & Send creates the job in the CRM, saves the signed proposal, opens the printable PDF and drafts a welcome email to the homeowner, with the office and rep cc'd.
Built for real homes
Roofing covers tile, shingle, flat and foam systems, solar panel detach-and-reset and upgrade options. Windows count by size with retrofit or full-frame installs.
Workflow
How it works, start to finish
In-Home Proposal System workflow
Input
System / integration
Human step
Output
Input
Site visit
The rep enters the homeowner, property and measurements — or orders a roof measurement report with one tap.
System / integration
Price from the company's own tables
Every option is priced from the company's own pricing, never invented, and the rep can only move within limits the owner sets.
Human step
Present
The rep switches to present mode and walks the homeowner through the report, full screen.
Human step
Agree and sign
The homeowner reviews terms and financing and signs on screen.
System / integration
Hand off
The job is created in the CRM, the signed copy is saved and the welcome email is drafted.
Output
Signed job, same visit
The deal leaves the kitchen table signed, priced and already in the production pipeline.
Why we built it
The fastest way to lose a signed deal is to leave the house without it. Evening estimating, emailed PDFs and “let me run the numbers” gave homeowners time to shop. This puts the diagnosis, the price, the financing and the signature in one sitting — and makes sure the office has the job before the rep is back in the truck.
What it doesn't do
It doesn't make up prices — every number comes from the company's own rate tables
It doesn't collect payment itself; the rep records the deposit method
It doesn't replace the licensed estimator's judgment on scope
Go deeper
The system and the proof behind it
Built: Built and working; not currently running in production.
The tablet In-Home Proposal System built on this approach is live at Certified Contracting. The measurement-to-PDF generator and the payment flow in our internal Certified AI system are built but not in production.
Proposal automation turns measurements and a chosen scope into a branded, multi-option proposal in minutes, using your price book, and can carry an accepted proposal through e-signature and payment. A person sets prices and approves every proposal before it goes out.
See how it works →
Built in-houseBuilt: Built and working; not currently running in production.
A proposal generator that turns roof measurements into a branded, multi-option PDF, plus a satellite-tracing quote tool for permanent lighting — built to end late-night estimating.
Read the build →
Questions
In-Home Proposal System: questions
Does it work offline?
Drafts save on the device as the rep types, so a dropped connection or a reload doesn't lose the proposal. Signing and the CRM hand-off need a connection.
Can it be set up for a different trade?
Yes. The report structure, rate tables and terms are specific to each trade; roofing and windows are the two built so far.
More products
Other tools we run on
Live: Running in production for a real business today.Certified Contracting
Intake and evidence rating run live on submitted applications. The AI screening conversation turns on once Meta App Review and SMS registration clear; until then, a person sends outreach.
Applicants screened with their own words as evidence, booked into field interviews and coached through their first weeks.
Try the demo →
Want an In-Home Proposal System for your business?
Tell us where the time or money leaks. We reply the same business day, and if a calendar is shown after you submit, you can pick a time right away.
Request received.
Xavier will reach out, usually the same business day. We'll review your answers before the call so it isn't a sales pitch.
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