Offer Good, Better and Best options

A package is a set of services you sell together, with a picture so it’s easy to pick. Put one on an estimate to price it, or offer two or three side by side, like Good, Better and Best. The client compares them in the Client Hub, chooses one and signs for it. It works in every trade.

Set up your packages

With the Roofing app installed, packages are under Roofing → Packages. Without it, they’re under Settings → Packages: “Services you sell together, each with a picture so it’s easy to pick. Put one on an estimate, or offer two or three side by side.”

1. Open Settings → Packages (or Roofing → Packages) and click New package.
2. Fill in the package. Each change saves as you go.
3. Click Add a package in the list for the next one.

A package has:

• Package name, up to 80 characters.
• Tier (optional): a word like Good, Better or Best, or your own, up to 40 characters.
• A picture: click Add a picture and pick a photo of the finished work or what goes in. The client sees it when the package is one of the options. Crewtavo keeps it as a JPEG up to 1600 pixels on its long side. Use Change picture or Remove picture later.
• Main service (optional): what the package is mostly about, if there’s one service. Its price shows on the package’s card, and under Price, where changing it changes it in your price list too.
• Always included: what goes on the estimate every time. Pick from + Add from your price list. Measured services fill in from the measurements; the rest start at the count you set.
• On its card: what the client reads when you offer it as an option. Add up to 8 short lines with + Add a highlight, and a Warranty: one line on what it covers, and for how long.
• Contract: sections from Settings → Contract terms that print on every estimate this package is on.

Copy makes a second package from this one to change, and the trash button deletes it. Estimates already made with a deleted package keep their lines.

Changing packages takes access to Settings. Anyone who sells can put them on estimates.

Roof packages

On Roofing → Packages, a package is a kind of roof, priced by the square, with one-tap quick adds. Set up the standard packages gives you three, ready to offer as options: Architectural shingle (Good), Designer shingle (Better) and Standing-seam metal (Best), each with highlights and a warranty. See Get a roof estimate out from the aerial.

Caution

The warranties the standard packages come with are example wording, and the package page says so until you change them: “Example wording to start from — have your attorney review it before you use it.” In the office, an option still on one shows Example warranty. The client never sees that flag.

Offer options on an estimate

1. Open the quote.
2. In the bar above the lines, click Offer options (“Offer two or three packages side by side, like Good, Better and Best.”). On a quote with nothing on it yet, the button is Pick packages.
3. Pick the packages. You can offer two or three options.
4. If the estimate already has lines, it becomes option 1 and each package you pick becomes another option. Under On every option, tick the lines that should count whichever option the client picks, like extras found on the job. The rest stay on option 1 only.
5. Click Offer 2 options or Offer 3 options.

On a quote with nothing on it, picking one package prices the estimate from it instead (Use and the package’s name), with no options.

Start over in the same dialog takes every line and option off the estimate and starts it over from the packages you pick.

Note

The deposit is never more than the cheapest option. If adding options brings it under the deposit, Crewtavo lowers it and says so, like “The deposit is now $1,500.00, so it’s no more than the cheapest option.”

Work with the options

Each option is a tab with its picture, tier, name and total. Clicking a tab only changes what you’re looking at. The lines show the ones on every option and that option’s own, and the totals beside them are for that option.

• Tiers: an option keeps its own tier. When none of them has one, they’re labeled Good, Better and Best by price, cheapest first.
• Show this one first: the client’s link opens on the option marked Shown first. If you change it after the client has the estimate, Crewtavo asks first, because any add-ons they picked are cleared.
• New lines: when you add a line, choose Only on that option or On every option.
• Discounts: “The discount comes off whichever option they choose.”
• Deposit: if it’s more than the cheapest option, the totals say “That’s more than … Lower it so it fits whichever option they choose.”
• Add an option adds another package, up to three.
• The ⋯ menu has Edit this option (the name, tier, highlights and warranty on its card, for this estimate only), Start over from packages, and Take this option off. With two options, taking one off makes it a single estimate again, with the other option’s lines.

Lines and Paper switch between the editable lines and the estimate as it prints. While the client is still deciding, the paper shows the options side by side with the one you’re looking at priced in full.

Copy as new draft, in the quote’s ⋯ menu, copies the quote with its lines and options.

On the Paving and Roofing estimate steps, the same options bar sits above the lines.

What the client sees

The client’s link walks them through up to three steps:

1. Choose: “Choose your option” shows the options as cards, with their pictures, highlights, warranty and price. They click Choose this one on the one they want, and pick any add-ons.
2. Review: “Review the agreement” shows the estimate for that option as it prints, with your contract terms. If a section asks for initials, they draw them under Your initials and click Add my initials beside each one. This step only shows when the estimate has terms.
3. Sign: they type Your full name, sign under Your signature, tick “I approve this quote for $… (Better · Designer shingle), agree to the terms I reviewed, and authorize … to do the work.”, and click Approve quote.

They can click Request changes at any step instead.

When the client says yes another way

If the client says yes on the phone or in person, open the quote and choose Mark approved in the ⋯ menu, or click Convert to job. On a quote with options, Crewtavo first asks “Which option did they choose?”. Pick it, then click Mark approved (or Convert to job). The approval keeps the option and its contract terms, and a job gets that option’s lines.

On the Sales board, a quote with options can’t be dragged to Approved: “Open the quote to pick the option they chose.”

Once it’s signed, the chosen option shows Chosen and the quote says “Signed estimates keep their option.”

At a roofing site visit, the salesperson taps the option the homeowner wants, then They chose this one, and the homeowner signs on the iPad. See Get a roof estimate out from the aerial.

In your lists

The quotes list and the sales board price a quote with options from its cheapest option, like “From $18,300”, with “3 options” under it. Once it’s signed, they show the total for the option chosen, and its name.