A retail job, end to end

No adjuster, no claim number, one homeowner making the decision in their own kitchen. This
is the fastest path through the app.

1. Catch the lead while you remember it

Someone texts a photo with an address. Clients → Quick Paste Lead takes the pasted text
and pulls out the name, phone and email, so the lead is a client record before you have
answered. Details: Importing Contacts.

2. Walk the job with your voice

Record Walkthrough in the quote builder. Talk through the rooms the way you would to
an apprentice — "primary bath, twelve by ten, tear out tub surround, tile to ceiling" — and
Clavoz transcribes it and proposes assemblies with quantities from your catalog. Review
each one before it lands on the quote; that review screen exists because transcription is
text, and text is easy to fix
(Voice Walkthroughs).

3. Batch the repeat work

Two identical guest baths? Rooms / Scopes replicates a room's assemblies against new
dimensions, so you are not entering the same twelve lines twice.

4. Price it, then check the margin

Your Rate Catalog prices everything, so what you see is what you would bill. Margin,
markup, contingency — all live:
Gross Margin, Markup and the Contingency Buffer.

5. Give them a choice, not a number

Multi-tier pricing puts Good / Better / Best on one proposal, each package with its own
scope and price. Homeowners buy the middle one; they just want to have chosen
(Multi-Tier Pricing).

6. Offer financing if it is a big ticket

If you have connected your own lender portal, a monthly estimate appears on the proposal —
an estimate with its assumed term, never a credit offer, and only above $500. The
application happens on the lender's site
(Customer Financing).

7. Deposit and progress draws

Choose the Payment Schedule preset (deposit on signing at 50% is the common one for
retail), then fill in Deposit Payment & Instructions with your Stripe payment link,
Venmo handle and/or wire details. The client sees them on the success screen straight after
signing — which is exactly when a deposit is easiest to collect. Later stages become
milestone draws they approve with photos attached.

8. Send it, sign it there and then

Email the proposal, or copy the link and text it. Standing in the kitchen, the homeowner
opens it on their phone, reads the scope, picks a package and signs. Clavoz freezes that
version and records who signed and when
(Sending a Proposal and Getting It Signed).

9. Change orders, not edits

The homeowner always wants something. Add change order on the signed quote creates a
linked child quote with its own price, link and signature; the signed proposal keeps
saying what it said (After the Client Signs).

10. Hand the crew the paperwork

Print Crew Work Order for the site and Export Material Takeoff for the supply
house. Neither shows your pricing — that is on purpose, and it means you can hand them out
without a coversheet.

11. Keep the margin honest as you build

Log real costs under Actuals & Expenses on the job's quote. The card shows estimated
versus actual, an on-budget / over-budget badge, and the margin that is left. A quote whose
margin was 28% when you sent it is a different conversation if the dumpster cost twice
what you allowed for — better to know in week two.

12. Collect, and close out

Request each milestone draw as the stage completes, add photos, and let the client release
it. Clavoz does not charge any card or move any money — the deposit and each draw are
paid through your own Stripe link, Venmo or wire, and you match what arrives to the draw
you requested (Getting Paid by Clients).