Site visit to signed contract in under 4 hours. Templated, branded, paywalled e-sign. Built for Oakland plumbing, HVAC, roofing, electrical and pest control operators.
✓ Live in 14 days✓ 14-day free trial✓ From $190/mo
Proposals & Contracts — built for Oakland operators
The longer a quote sits unsent, the lower your close rate. Our proposal system templates every common job in your trade, generates branded line items from a voice memo on the way back from the site, sends an e-signable proposal with a deposit link, and converts to a job in your CRM the moment it's signed.
Pre-built proposal library for your trade
AI drafts line items from a 60-second voice memo
E-sign + deposit collected in the same flow
Auto-converts to a scheduled job in the CRM
Branded PDF with your logo, license, and reviews
Why this matters in Oakland
Oakland is the East Bay anchor — 440,000 residents across Rockridge, Montclair, Adams Point, Temescal, and Fruitvale. The market mixes old housing stock (lots of repair work) with new builds. Most home-service searches here are urgent: "leak", "no AC", "tree down". Speed-to-answer wins.
In a high-competition market like Oakland, the operators with proposals consistently outbook the ones without — average ticket is around $1140, and a single extra booking per month covers the cost.
Pre-tuned for the call vocabulary, ticket sizes, and conversion patterns of each:
Plumbers in OaklandHVAC contractors in OaklandRoofers in OaklandElectricians in OaklandLandscapers in OaklandPest control operators in Oakland
Common questions
How fast can I send a proposal after a site visit?
Under 4 hours, including drive time. Voice-memo the scope on the way back, AI drafts the line items, you tap to send — customer signs and pays the deposit before you're home.
Does this work for big-ticket re-roofs or remodels?
Yes. We have templates for $500 service calls all the way to $80k re-roofs and $200k remodels — with optional add-on line items, financing partners, and photo annotations.
Can the customer sign on their phone?
Yes. The e-sign and deposit collection are mobile-first. Most customers sign within 30 minutes of receiving the link.
What if I already use Jobber or ServiceTitan?
We integrate. Signed proposals create a job in your existing system. You don't have to migrate to use the proposal engine.
Will Proposals work for a small operator in Oakland?
Yes. Proposals is wedge-priced from $190/mo specifically so a one-truck operator in Oakland can buy just the piece they need. Most start with this wedge and add more as they scale.
How long until I see results in Oakland?
Week one. Both AI Receptionist and Proposals are revenue-unlocks within days of going live.
Related searches in Oakland
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