DEB: the customer's experience start to finish

Here's exactly what happens on the customer's side of a DEB estimate — and what lands on yours at the end.

1. They receive it

The customer gets a text and email that their estimate is ready, with a link. It opens on any phone — no app, no account, no password.

2. They watch the video

Front and center is the personal video: what was found, what's being proposed, and why. This is the kitchen-table conversation, on their schedule — and they can rewatch it, or show it to the spouse who wasn't home.

3. They choose their option

Below the video are the good / better / best options, laid out like a menu — what each includes and what each costs. The customer compares and picks the one that fits.

4. They sign

One choice made, they sign electronically — a finger on the phone screen. The signed proposal is stored on their record automatically.

5. They put down the deposit

Right after signing, they're taken to the deposit payment. Sign and pay happen in the same sitting — which is exactly when commitment is highest. (If the deposit doesn't land immediately, automatic chasing takes over.)

6. Your office gets a scheduling task — instantly

The moment the proposal is signed, a scheduling task lands with your office: signed, funded, ready to book. No one has to notice an email or check a folder — the job shows up asking to be scheduled.

What your team should do

• Schedule fast. A customer who just signed and paid a deposit is at peak excitement — book the install while it's hot.
• Questions mid-decision land in your inbox like any other conversation — answer them quickly and the close usually follows.