Restoration Proposal Software: Close Faster Without Guessing on Scope
Why restoration proposals still get lost, and how proposal software with templates, e-signatures, and pipeline hooks helps close more jobs the same week you inspect them.
The single biggest lever on close rate isn't sales skill. It's the gap between inspection and proposal. Every day that gap grows, close rate drops. Two-day gap: high 60s. Five-day gap: low 40s. That's the whole story.
What good proposal software does
- Templates for common scopes: bathroom mold, whole-house dry-out, contents pack-out
- Pulls inspection findings and photos in automatically
- E-signature with mobile-first signing flow
- Auto-advances the job stage on signature and notifies ops
Same-day proposals are a process, not a hero move
Techs who send proposals from the driveway aren't more talented. They have templates and a phone that does the math. Everyone else waits for the office, which is another way of saying "waits for Monday."
The proposal is only worth as much as the pipeline it lands in. See how our pipeline works, or check pricing for team seats.
Keep reading
Restoration Estimating vs. Xactimate: Where Software Fits
Xactimate is the insurance standard for restoration estimating. Here's where restoration management software fits alongside it, and where it replaces spreadsheets around it.
Contents Inventory Software for Fire and Water Restoration
A field-first look at contents inventory software: what a real pack-out workflow looks like, why spreadsheets fail at scale, and what carriers actually want to see.