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Home service technician wiring an exterior electrical panel on a house

Industry · Home Services

Book the job.Run the crew.

For HVAC, plumbing, electrical, landscaping and other home service trades. Quote on site, get the agreement signed, schedule the crew and track every job from one platform.

  • Quote on site

  • Crews on schedule

  • Jobs tracked

Proposal Builder
Web DesignE-SignProposals
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Description & Pricing
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✓ Signed — Ana García

Proposals

Close every deal, beautifully

From first impression to signed contract — everything your sales team needs, in one place.

  • ⬛

    Drag & drop blocks

    Build proposals in minutes with modular blocks

  • 🎨

    Custom branding & colors

    Match your brand on every proposal

  • 📱

    Mobile-ready previews

    Clients sign from any device

Modules for the trade

The tools a service company uses every day.

Each module shares one customer record, so the tech in the truck and the office see the same job.

Canvass

Knock neighborhoods after a storm or a tune-up season, log every door and book appointments from the map.

Proposals and Agreements

Build a branded quote with good, better and best options, then collect the signature on the same visit.

Financing

Send a credit app with the proposal so the homeowner can choose a payment plan before you leave.

Scheduling

Booking pages and availability let customers pick a service slot that fits your crew's calendar.

Projects

Track each install or repair from signed agreement to final visit, with tasks, files and a shared calendar.

AI Agents

Answer new inquiries, qualify the job and move good leads toward a booked estimate.

Why teams switch

Fewer apps. More jobs closed.

Replace the quote tool, the calendar, the job board and the follow-up spreadsheet.

Proposals signed in minutes

Branded quotes with your pricing and e-signature, sent before the truck leaves the driveway.

Field-ready scheduling

Appointments and job status live on every device, in the office and in the field.

One source of truth

Customers, proposals, agreements and jobs in one place instead of five tools.

Questions

What teams ask first.

Yes. Proposals, agreements, scheduling and projects are trade-neutral, so you set up your own services, pricing and templates for any home service trade.

Yes. Send the proposal, collect the e-signature, and include a credit app so the homeowner can pick a financing option on the spot.

Yes. Share a booking page with your availability and customers choose an open slot, which lands on your team calendar.

Yes. The donefy app for iOS and Android opens the same customers, proposals and projects as the web.

Run every job from one place.

Start with proposals and scheduling, then add Projects, Canvass and AI Agents as you grow.