Proposals & Contracts for San Francisco home services.
Site visit to signed contract in under 4 hours. Templated, branded, paywalled e-sign. Built for San Francisco plumbing, HVAC, roofing, electrical and pest control operators.
✓ Live in 14 days✓ 14-day free trial✓ From $190/mo
Proposals & Contracts — built for San Francisco 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 San Francisco
San Francisco is one of the most competitive home-service markets in the country. 870,000 residents in 49 square miles means high call volume, tight emergency windows, and customers who research every business on Google AND ChatGPT before calling. Operators who rank in the local pack and get cited by AI consistently outbook the rest.
In a extreme-competition market like San Francisco, the operators with proposals consistently outbook the ones without — average ticket is around $1680, and a single extra booking per month covers the cost.
Operators on our Proposals system serve every named neighborhood in San Francisco:
MissionOuter SunsetInner RichmondCastroNoe ValleyPacific HeightsSoMaMarinaBernal HeightsGlen Park
Trades we deploy Proposals for
Pre-tuned for the call vocabulary, ticket sizes, and conversion patterns of each:
Plumbers in San FranciscoHVAC contractors in San FranciscoRoofers in San FranciscoElectricians in San FranciscoLandscapers in San FranciscoPest control operators in San Francisco
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 San Francisco?
Yes. Proposals is wedge-priced from $190/mo specifically so a one-truck operator in San Francisco 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 San Francisco?
Week one. Both AI Receptionist and Proposals are revenue-unlocks within days of going live.
Related searches in San Francisco
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