For Christmas light installers
Quote the house, draw the lights on a photo, schedule the crew, and roll the job into next year.
Elf's Workshop is opening soon. Already have an account? Log in above.
See features14-day free trial · No card to start
Sample proposal
18 Oak Street
1-year total$2,480
Deposit$1,240
Proposals
A proposal they can sign, and a deposit that updates as they choose.
Send a customer link. Optional lines turn on and off, the total and the deposit move with them, and they can pick a 1, 3, or 5 year plan before they sign.
Mockups
Draw the lights on the house before you ever climb a ladder.
C9 and C7 lines, bows, wreaths, and bush patterns sit on the photo. Dim the night, and keep more than one mockup on the same job.
Calendar
Installs, takedowns, and crews on one calendar.
Hang week and pull week live in the same view. Put a crew on the day so the office and the truck are looking at one schedule.
Payments
Deposits, invoices, and Christmas Club through Square.
Take the deposit when they accept, invoice the balance, or split the season into ten monthly invoices from January through October. Autopay charges a card on file. Square Plus is only for one invoice split into installments.
Texting
Texting is on every plan. The follow-up stays on the house.
Mark the customer texted from their record or the board. The next person in the shop sees it. The message itself still goes out from your phone.
Re-up
Next season starts from last year's job, not a blank page.
One click copies the lines, the mockups, and the install map into next year's draft. Send uses the Welcome Back email for a customer you already know.
Auto measure
Workshop drafts the roof lines for you, or you draw them yourself, then totals roofline, ridge, hips, valleys, eaves, and rakes with the pitch. Check it in 3D and download a roof report.
Run the season
A seven-stage pipeline, a calendar for installs and takedowns, routes for each hang day, and a dashboard that shows what needs you today.
A live demo of the customer portal. Drag the slider or tap the options.
Customer portal
They see the proposal, sign it, pay the deposit or invoice, pick an install day, add lights, and send a photo when a bulb is out.
Same tools on every plan. Nothing here is an add-on.
Drafts every roof edge for you, or draw it yourself.
Spin the measured roof and check each section's pitch.
Draw the lights on the customer's house photo.
Options, multi-year terms, and a signature they do online.
Deposit follows the total. Take payment through Square.
Spread the season into payments.
Seven stages from lead to in the bin.
Installs, takedowns, and the hang-day route.
Lead status, source, salesperson, and Do Not Contact.
Proposals, payments, install day, and service requests.
Text from your own Twilio number.
Send from your connected Gmail or Microsoft account.
Owner, office, sales, production, installer, or your own roles.
Strands, plugs, and a pull list the crew can check off.
Bins on the rack and a Wintergreen order list.
Crew punches and the week's hours.
Pull the house from Street View or a photo, draw the lights, and price the lines.
They check the options, pick the years, and sign. The deposit follows the total.
Install and takedown land on the calendar with a crew attached.
Invoice in Square, or run Christmas Club, then roll the job into next year.
The plan only changes how many people can log in. Texting is included on all three.
See pricing