Estimate + Financing Assistant
Price consistently, present clear options and keep high-ticket estimates moving.
An estimate and financing assistant gathers the right scope, applies your approved pricebook and prepares consistent options. It can present lender-approved payment illustrations and route the buyer to a secure financing application.
What Estimate + Financing Assistant changes
- →Faster quote preparation from approved pricebook rules
- →Consistent good, better and best estimate options
- →Secure handoff to lender-approved financing applications
- →Follow-up on viewed but unsigned estimates
Independent, industry-standard benchmarks — each cited to its primary source, not Makavele's own results. Your numbers depend on your business.
How Estimate + Financing Assistant works
- 01
Scope your pricing logic
We turn your approved pricebook, margin rules and required scope into a controlled workflow.
- 02
Connect financing
Approved payment illustrations and the lender's secure application appear at the right point.
- 03
Review + follow up
Your team approves exceptions while the system tracks views, replies and unsigned estimates.
Who Estimate + Financing Assistant is for
- HVAC and contracting or remodelling teams with an approved pricebook
Scope
Install
One-time build
- →Scope and estimate workflow
- →Approved pricing and financing logic
- →Estimate follow-up and CRM attribution
FAQ
Does the assistant approve financing?+
No. It can display lender-approved illustrations and route the buyer to a secure lender application. Eligibility, rates, underwriting and approval stay with the finance provider.
What's it best for?+
HVAC and contracting or remodelling teams with repeatable pricing rules, higher-ticket jobs and an approved financing partner.
Start with a conversation
Find the revenue
you’re leaving behind.
We’ll look at your customer journey and find the first gap worth closing.
Schedule a free consultation