Software for financed home improvement companies
An in-home quote for twenty-five thousand dollars gets a yes, a no, or silence — and silence is the most common outcome by a wide margin. Companies in this space do not have a lead problem. They have an unsold-quote problem worth more than their entire marketing budget.
Financed big-ticket sales. The sale does not close until a credit decision does. Most software vendors understand the quote or the credit file. We work on both.
Sub-niches covered: Windows and doors, Roofing and exterior replacement, HVAC system replacement, Pools, spas and hardscaping, Bathroom and basement remodels, Kitchen refacing and renovation.
You likely have this problem if:
You quote several times what you sell and follow up on almost none of it.
Financing is mentioned in the appointment rather than presented.
Reps each follow up differently and nobody measures who does not.
Close rate by rep, product and quote value is unknown.
A quote from three months ago has never been touched again.
What breaks operationally:
Quotes are left with the homeowner on paper and then never followed up in any structured way.
Financing is mentioned rather than presented, so the customer leaves the conversation thinking about the total price.
Sales reps each follow up differently, and the ones who follow up least are invisible in the numbers.
Nobody measures close rate by rep, product and quote value, so coaching is based on impressions.
What we build:
In-home quote capture. The quote produced and sent from the appointment itself, with photos and measurements attached, before the rep leaves the driveway.
Financing at the table. Payment options presented and an application submitted during the appointment, so the decision is about a monthly figure.
Unsold quote recovery. A sequence that keeps working every open quote for months, which is normally the single highest-return system in this industry.
Close rate analytics. Close rate by rep, product and quote value, so coaching is aimed at the actual gap.
How much revenue is sitting in unsold quotes?
Typically several times the monthly marketing spend. Most home improvement companies quote three to five times what they sell and follow up on almost none of it after the first week. The recovery rate on a structured sequence is modest per quote and large in aggregate.
How long should you keep following up on a quote?
Far longer than feels natural. Replacement decisions get deferred by budget, by season, by a spouse. A sequence that runs for six to nine months at declining frequency consistently outperforms one that stops at two weeks, and it costs nothing extra to run.
Does presenting financing actually change close rates?
It changes the conversation from a price the homeowner does not have to a payment they can evaluate. The effect is largest at higher ticket values, which is exactly where the margin is.
Can this work with our existing CRM?
Often, as a layer that reads the quote and owns the follow-up. Replacing a CRM your reps have finally adopted is rarely worth it; adding the sequencing they never had usually is.
Last reviewed 22 August 2026