Who this is for: Managers | Feature: Client Mode
📱 In Your Day
Real-world moments where PriceRight Pro does the work for you. This is a scenario walkthrough — not a setup guide. For setup, see Present Your Estimate in Client Mode →
The moment #
You’ve just walked the property with a potential client. You know what the job is. You’ve built the estimate on your phone while they showed you around. Now you’re standing in their kitchen or driveway, and they want to know the number.
Most contractors at this point either say a number from memory — and hope they got it right — or say they’ll email something over. Both lose deals. The first is unprofessional. The second gives the client time to get three more quotes.
Client Mode is built for this exact moment.
What happens #
You open the estimate you built during the walk-through and tap Present to Client. Client Mode launches — a clean, professional presentation of the estimate formatted for the client to read, not a contractor’s internal cost breakdown. Your business name, logo, and colors are on screen. The scope is clear. The price is prominent.
You hand them your phone. They scroll through the line items. If you’ve set up add-ons — an upgraded finish, an extended warranty, an extra service — they can select them right there and watch the total update. They’re building their version of the job, and you’re standing next to them while they do it.
Your app is locked while they’re reviewing. They can’t tap out into your estimates, your settings, or your financial data. Client Mode keeps them in the presentation until you exit it.
They say yes #
They like the number. They tap Approve. A signature canvas appears — they sign with their finger, right there on screen. You confirm a deposit amount, they pay by card through Stripe, and the job is booked before either of you has moved.
You both get a confirmation. The signed record saves to the job automatically. The estimate moves to approved status. You don’t need to follow up, resend anything, or chase down a signature later — it’s already done.
What this changes #
Closing a job on-site means the client never has time to second-guess. They don’t go home, compare you to the other two quotes, and pick the cheapest option. You closed it while the job was still fresh in their mind and they were already thinking “yes.”
Every contractor who consistently closes jobs on the first visit has a structural advantage over contractors who close days later. Client Mode is what makes that possible without a laptop, a printer, or a separate signing service.
Related articles
