How you get paid
Show both options. Carry one choice through the job.
A lot of shops bake financing fees into the price, then only show one total. Homeowners can't choose what they can't see.
LeadFlow can be configured to present a standard card or financing price alongside a cash or check price. The choices, discounts, and payment milestones follow the company's approved workflow instead of forcing every contractor into one payment structure.
How it reduces duplicate work
- The pricebook builds the standard total consistently from approved products and services.
- The company can configure its cash or check option, permitted discount, and required payment milestones.
- The customer reviews the available choices and selects one before signing the estimate.
- The selected contract amount and payment structure carry into the sale, invoices, job, and production record.
One decision, one connected record
Once the customer chooses and signs, LeadFlow carries the selected amount and configured payment milestones into the sale, invoices, job, and production workflow. The owner and rep do not have to re-enter or reconcile the decision later.
LeadFlow is built by JMB Business Solutions in Albany.