Pick products from your own list and the specs, prices and installation lines fill in. One build gives you Good, Better and Best, with the deposit already set.
The homeowner opens a link with your logo and your colors, never ours. They draw or type a signature, and the finished PDF carries a certificate page that holds up.
Take the deposit by card at signing. The balance goes out as an invoice with its due date, and each phase marks itself paid when the money clears.
See who opened your proposal and when. A follow-up goes out on its own, and the quote that went quiet comes back to the top before it goes cold.
A booking only lands with a crew that is free; a taken slot says no. The reminder goes out on the customer's own clock, and when the appointment moves, the reminder moves with it.
A signed job lands on the logistics board, and small notes ride on the card for whoever goes out. Atlas reads the day and puts the four things that matter at the top.
Bring your price book and your logo. Your first proposal can go out this afternoon.