Close the Deal

Closing the back door
is easier than the front

You did the hard part — you got in the home, built rapport, presented options, and the homeowner said yes. Don't fumble it now with "I'll email you the contract." Close it right there. Contract, signature, deposit, done.

See the Close Flow

Four steps. Two minutes. Deal closed.

1

Contract

Auto-generated

The contract builds itself from the quote data. Customer name, address, itemized scope of work, total price, deposit amount, payment terms, warranty info — all populated automatically. No retyping. No copy-paste errors. No "I'll mail you the paperwork."

The customer reviews the terms right on the iPad. They scroll through, see exactly what they're buying, and tap "Continue to Signature."

2

Signature

30 seconds

The customer signs with their finger or a stylus directly on the iPad screen. The signature is captured, timestamped, and stored. It's legally binding — no DocuSign account needed, no email links, no waiting for them to "get to it later."

If the customer isn't in the room? Send an e-sign link by text or email. They can review the contract, select their GBB tier (if applicable), sign, and pay — all from their phone. But the close rate is always higher when you do it in person.

3

Payment

30 seconds

Deposit collects immediately through Stripe. Credit card, debit card, or ACH. The deposit amount is pre-calculated from the quote (configurable percentage — typically 33-50%). Customer enters their card, taps pay. Funds hit your Stripe account.

No "I'll write you a check next week." No chasing. No follow-up email reminders. The money moves before the salesperson leaves the house.

4

Done

Automatic

The job enters the pipeline. Status moves from "Lead" to "Sold." The install team can see the job details, materials list, and customer info. The customer gets a receipt and a copy of the signed contract. The salesperson gets in their truck.

The whole flow — from "yes" to signed, paid, and in the pipeline — takes under two minutes. That's the back door, closed.

Every hour you wait, the deal gets colder

50%

of deals that don't close on the first visit never close at all. The homeowner "wants to think about it," gets two more quotes, and picks the cheapest one.

72hrs

is the average time between a verbal "yes" and a mailed contract return. That's 72 hours for buyer's remorse, spouse objections, and competitor quotes to kill the deal.

$0

is what a verbal "yes" is worth without a signature and a deposit. Pricerr turns "yes" into a binding agreement with money attached, right there at the table.

After the close, the customer portal takes over

The homeowner gets access to a customer portal where they can view their contract, check job status, see upcoming appointments, and make additional payments. Professional. Transparent. No phone calls asking "when's my install?"

View signed contract

Full contract with signature visible. PDF download available. No "can you send that again?" emails.

Track job status

Real-time pipeline stage — ordered, materials arrived, install scheduled, complete. The customer knows where things stand without calling.

Make payments

Balance payments and final payments collected through the portal. Same Stripe integration. No chasing checks.

Appointment visibility

Upcoming measure dates, install dates, and service visits visible to the customer. Reduces no-shows and reschedules.

See the full close flow — quote to deposit

We'll walk through a complete deal: build a quote, present GBB, generate the contract, collect a signature, and process a test payment. The whole thing takes 10 minutes.

Book a Demo