Remodeling estimate software

SprigDeal is estimate and follow-up software for remodeling contractors who quote bathroom, kitchen and whole-room renovations. Start from a ready-made remodeling estimate, adjust it to the job, send the customer a private link and let SprigDeal follow up automatically until they accept or decline.

How to win more remodeling customers with SprigDeal

1. Send a detailed estimate within a day or two of the walkthrough, while the customer still remembers your visit.
2. Use allowances for finishes so the total is realistic and the customer can upgrade without a new quote.
3. Follow up about a week later; remodel customers decide together and need time to compare bids.

Start from a remodeling estimate template

New remodeling estimates in SprigDeal open with this starter template. Every line, quantity and price is editable; the amounts are examples, not price recommendations.

Demolition, finishes, fixtures and installation.

What should a remodeling estimate include?

• Demolition and site preparation, including dust protection.
• Finish materials with allowances for items the customer still has to choose, such as tile or vanities.
• Installation labor by trade or phase.
• Permits and inspections.
• What happens if rot, mold or outdated wiring is found once walls are opened.

When to follow up on a remodeling estimate

Remodels are large, considered purchases that couples often decide together. Give customers about a week before the follow-up, and expect them to compare two or three bids. In SprigDeal you set the follow-up date per estimate, and the reminder email is cancelled automatically if the customer decides first.

How SprigDeal works for a remodeling business, step by step

This is the complete workflow, from the first quote to the customer’s decision. Every step works in the browser on a phone, tablet or computer, so you can quote on site or at the office.

1. Create the remodeling estimate

• Choose the customer, or add a new one with name, email and phone.
• Pick Remodeling as the trade and the estimate opens with the “bathroom remodel estimate” template above. Edit, add or remove line items with quantity, unit and price.
• Apply tax, a discount and a deposit percentage. Your defaults come from your workspace settings and SprigDeal totals everything automatically.
• Write the scope of work, exclusions and terms, set how long the price is valid and add the project address. The address only appears on customer links and PDFs if you turn that on.

2. Send it to the customer

• Share privately emails the customer a private link to a mobile-friendly estimate. Replies go to your business email.
• Download PDF saves a branded PDF with every line, the totals, deposit, exclusions and terms, ready to print or attach to your own email. On a phone you can also share the PDF directly.
• Duplicate copies an estimate for a similar remodeling job, so repeat quotes take seconds.

3. Monitor every estimate you sent

• Each estimate has a status: Draft, Sent, Viewed, Accepted or Declined. It changes to Viewed automatically the first time the customer opens the link, so you know they have seen your price.
• The pipeline shows every estimate in a column by status, and the overview shows won revenue, open estimate value, acceptance rate and active estimates.
• Analytics breaks down revenue by service, and the customer list shows total and repeat customers and quotes in progress.
• Search and filter estimates by status or service to find any remodeling quote in seconds.

4. The customer decides online

• The customer opens the link on any device, with no app or account, reviews every line and can download the PDF.
• They tap Approve estimate or Decline estimate. The decision is recorded for that exact version, and you get an email right away.
• Need to change the price after sending? Create a new revision as a draft and send it again; approvals always refer to the version the customer saw.

Want to see it as your customer does? Open the sample estimate and try the PDF and approval buttons; nothing is saved.

5. Follow up without chasing

• Every estimate gets a follow-up date, set by default from your workspace’s follow-up delay.
• If the customer has not decided by then, SprigDeal emails one polite follow-up with the link to the estimate.
• If they accept or decline first, the follow-up is cancelled automatically. You can also snooze it two days or mark it done.

SprigDeal focuses on estimates, follow-ups and customer decisions. It does not handle dispatching, scheduling, invoicing, payments or payroll. See how estimates work, how follow-ups work or browse all supported industries.