Help / Quoting and closing

Design Studio

The homeowner sees the project on their own yard before they sign.

Design Studio lets a homeowner see the project on their own yard before they sign. It opens from the public estimate page, the same link you already sent. No app, no account.

What it does

A line on a proposal is a number and a description. Enough for some buyers, not for others. Design Studio turns the proposal into something the homeowner can look at on their own property, so the conversation moves from a price on a page to a picture of the thing they are buying.

Where it lives

It is linked from the estimate page, the same magic-link page where the customer reviews scope and signs. They tap through, look at the project on their yard, and come back to sign.

Why it closes

The gap between a quote and a signature is usually doubt. The homeowner cannot quite picture the finished thing, so they stall, or they shop the job to two more contractors hoping one makes it real. When they can see it on their own yard, the conversation stops being about trusting your description and starts being about price and timeline, which are things you can answer.

When to reach for it

Use it where the look is the sale: a pool, a deck, a visible build they will live with for years. For a pump swap nobody will ever see, the estimate page alone is plenty.

It does not change the number

Design Studio is for seeing the project, not editing the scope. The price and line items still come from your proposal and your price book, and what the customer signs is the scope you sent. See When a customer signs.