Give them options. Get the yes.
Turn any estimate or work order into a Good / Better / Best proposal, text it to the customer, and watch them choose, approve and sign from their phone. Their decision lands back on the work order the moment they tap Approve.
Tougher sidewalls and deeper tread for gravel and trails, still quiet on the highway.
The counter conversation, in their pocket.
Customers say yes more often when they get to choose. Proposal Builder lets you lay out the choice the way you would at the counter, even when the customer is at work, at home or in the waiting room.
Build the options
Group tires or jobs side by side as Good, Better and Best.
Recommend one
Star the option you'd pick and say why, in your own words.
Text the link
One tap sends the customer a link to their proposal.
They choose and sign
The customer picks, approves and signs on their phone.
You see it live
Their choices update the work order the moment they approve.
Good, Better, Best. Built in a few clicks.
Options are ordinary jobs on the estimate or work order, laid side by side. Drag jobs together, or press Auto-group and Hoops groups the tires, and any kit you added more than once, for you.
You're on gravel most weekends. The A/T III holds up off-road and stays quiet on the highway.
- Up to three tires, or three grades of the same job, in each group
- Every option keeps its full job: labor, parts, add-ons and kit members
- Star the recommended option and add a “why we recommend” note
- Add a “what's different” note to any single option
- Record the customer's pick at the counter with one click
- Works on estimates and on open work orders
A proposal with your name on it.
The link opens a clean, step-by-step page branded with your shop's logo and name. No app, no login, no account to create. It works on any phone or computer.
- One step per option group, with your recommendation and your “why” right there
- Tire options show size, mileage warranty and the full package contents
- Other recommended work gets a simple Approve or Not now
- A running total, with tax, that updates with every choice
- Cost, margin and internal notes are never shown
- The same link can also carry their GearCheck report and inspection
Your rotors are near the minimum. New rotors with the pads stop the pulsing you mentioned.
Approved and signed, with or without a phone call.
Walk the customer through the options on the phone, or let them read it on their own time. Either way, they review every choice, type their name, sign with a finger and tap Approve. You get a written, signed authorization for exactly the work they chose, and the work order is already updated.
“Customer is viewing the proposal now”, then their choices land on the lines the moment they approve.
A “Viewed 3× · step 3/4” badge shows every visit, so you know when to follow up.
Every approval keeps the name, signature and total, with a signed PDF one click away.
Add a job after they approved and Hoops flags “New work to approve”. Share the same link again.
Less time on the phone. More work approved.
Auto-group
One click groups the tires, and any job kit added more than once, into options for the customer.
Your recommendation, front and center
The option you star gets the “Our recommendation” banner and your note. A proposal can't go out without one.
Text it or copy the link
Text the link to the number on file, or any number you type. Or copy it to send however you like.
Made for phones
Big buttons, a running total and a pull-up summary. It works from the smallest phone up to a desktop.
Safe, expiring links
Each repair order gets one private link. It expires when the estimate does, and you can revoke it any time.
Track what they declined
Declined options and “not now” services stay on the work order marked declined, so you know what was offered.
Send your next estimate as a proposal.
Proposal Builder is an add-on for Hoops & Gears. Talk to us about turning it on for your stores.