The moment a deal closes, the customer gets a welcome flow and your team gets the handoff checklist.
A step-by-step walkthrough of how closed-won kicks off onboarding automatically runs.
It drafts quotes in your format and your prices, ready to send while the job is still fresh.
Customers get the quote, sign online, and the reminders go out on their own until it is done.
Anything that goes silent gets a timed, friendly nudge, so estimates stop dying in a drafts folder.
Owners rarely stop at one. These pair naturally with closed-won kicks off onboarding automatically.
Drafts and sends the quote while the job is fresh, in your format and your prices.
Quotes and dealsSends quotes for signature and nudges quietly until they come back signed.
Quotes and dealsChases the estimates you would otherwise forget, until they close or clearly die.
Quotes and deals