Let Customers Add To The Job Themselves.
Put optional upgrades on the quote as checkboxes. The customer ticks what they want and the total updates itself, which is how a $4,000 job becomes a $5,200 job without you selling anything.
You mentioned you could also do the trim while you're there. They said 'maybe' and it never came up again, so you did the small job for the small number.
Upgrades As Checkboxes
Add-ons priced and listed. They pick what they want.
Total Updates Live
They see exactly what each option costs before they commit.
Bigger Jobs, No Pressure
People add more when they choose it themselves than when you pitch it.
Scope Is Clear
What they picked is on the accepted quote, so the crew knows the real scope.
How It Works
Add options to your quote
The upgrade, the extra room, the better material - listed as options the customer can choose rather than a separate quote you never send.
They pick on their phone
Checkboxes on the quote. They select what they want and the total updates in front of them.
Selections carry through
What they chose flows into the signed proposal, the job scope, and the invoice automatically.
Questions Contractors Ask
Does this actually raise ticket size?
Presented options get taken far more often than upsells you meant to mention. The offer is on the page every time.
Will options make my quote look expensive?
The base price stays clear and options sit alongside it, so the customer feels in control instead of upsold.
Can I set options per template?
Yes - build them into your common job templates so they never get forgotten.
What if they add an option after signing?
Then it is a change order, priced and approved in writing like any other addition.
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