A Proposal That Arrives 3 Days After the Site Visit Is Competing Against One That Arrived in 3 Hours
Most service companies send proposals as PDF attachments from the office email, 1–3 days after the site visit. By the time it arrives, the customer has already received two other proposals. Speed of proposal delivery is now a competitive signal — the company that arrives first in the customer's inbox wins a disproportionate share of jobs.
ECode FX field proposals close that gap. Technicians build and send a professional, branded proposal from their phone before they leave the property. The customer receives it while you're still loading your truck. That is the proposal they pay attention to.
- Build and send a proposal from your phone in under 10 minutes
- Branded with your logo and company information on every page
- Attach site-visit photos directly to the proposal before sending
- Good/Better/Best tiered pricing increases average job value by 28%
- Customer e-signature approval from their phone — legally binding
- Automatic follow-up texts if proposal goes 24 hours without a response
Every Feature You Need in Proposals
No add-ons. No hidden tiers. Everything below is included with your ECode FX subscription.
Branded Proposal Templates
Create templates for your most common job types with your logo, standard scope language, and typical line items pre-populated. Your team produces consistent, professional proposals every time — in a fraction of the time it used to take.
Scope of Work Builder
Build detailed scope descriptions from pre-written line items, free text, or a combination. Attach photos taken during the site visit. Every proposal tells the full story of exactly what the customer is buying.
Good/Better/Best Pricing
Present three pricing tiers on larger proposals. Research shows customers choose the middle option most often, increasing average job value by 28% without additional selling effort — the proposal does the upselling for you.
Legal E-Signature Approval
Customers review and approve proposals with a legally binding digital signature from their phone or computer. Signature, timestamp, and IP address captured and stored permanently with the proposal record.
Proposal Tracking
See when a customer opens your proposal, how many times they viewed it, and whether they've approved or declined. Get instant notification the moment a proposal is approved so you can follow up immediately.
Automatic Follow-Up Sequence
If a proposal goes unviewed for 24 hours, a follow-up text fires automatically. Day 3, another reminder. Day 7, a final nudge. This sequence closes an additional 18% of proposals with zero manual effort.
Close Rate From 44% to 71% — Just From Sending Faster
AquaGuard used to email proposals from the office 24–48 hours after site visits. After switching to ECode FX field proposals sent within 30 minutes of every visit, their close rate climbed from 44% to 71% over 6 months. No changes to pricing, scope, or follow-up process — only delivery speed changed.
See How It Works →Frequently Asked Questions
Start Closing More Jobs With Better Proposals
Book a demo and see how field proposal building and e-signature approval work in real time.
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