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Features

Customer proposal · sample

Sample: Smith · 18 Oak Street

  • Front roofline, warm white$1,640
  • Door wreath$180
  • Mega tree · optional$420
1 year3 year5 year

Total · deposit due

$1,820 · $910

Sign

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.

Mockup · sample house

Sample drawing · not a photo

Layers

  • Roofline · C9
  • Door wreath
  • Porch bow
  • Bushes

Night

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.

Schedule · sample data, not your jobs
PrevTodayNext

October 2026

MonthWeekDay
Sun
Mon
Tue
Wed
Thu
Fri
Sat
27
28
29
30
1
2
3
4
5
61
7
81
9
10
11
12
13
14
151
16
17
18
191
20
21
22
23
241
25
26
27
28
29
30
31

Monday October 19

Sample day. Nothing here is a real job.

  • Sample: Maple ridgeInstallation · 77 Elm Court · Sample crew A

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.

Christmas Club · sample

Sample: Smith · $2,000 across ten months

Paid $600 · Left $1,400

  • JanPaid
  • FebPaid
  • MarPaid
  • AprDue 1st
  • MayDue 1st
  • JunDue 1st
  • JulDue 1st
  • AugDue 1st
  • SepDue 1st
  • OctDue 1st

Square payment link each month. Autopay is a card on file, not Square Plus.

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.

Customer · sample

Sample: Smith

18 Oak Street · 555-0148

Marked texted

Rebook follow-up is on the house. Workshop does not send the SMS. The text still goes out from your phone.

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 · sample

Last year · sample

Accepted

Roofline, wreath, bushes, install map

Next year · draft

Same lines and mockups

Subject: Welcome Back

Re-up

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.

Everything else included

Same tools on every plan. Nothing here is an add-on.

  • Wintergreen catalog built in

    Supplier products are already in the shop, ready to price a line.

  • Install map and takedown checklist

    Strands, plugs, and a pull list the crew can check off.

  • Roof measuring

    Satellite and Street View, plus a pitch gauge on the mockup.

  • Undo for deletes

    Deleted jobs, mockups, and lines sit in trash until you restore them.

  • Estimate templates and categories

    Start from a template, then order categories the way you sell.

  • Your branding, your login

    Each business gets its own logo, login, and private workspace.

Open a workshop for this season.

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