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Solo: Built for the close

Quoting Software That Helps In-Home Sales Teams Close More Deals

Solo Studio gives home service sales teams much more than a quoting tool. It brings proposals, financing, documents, and signatures into one interactive buying experience. Instead of switching between multiple tools, reps can guide homeowners from quote to signed agreement—all in one place.

Your quoting process should be as dynamic as your sales team

Homeowners expect more than a printed estimate or static PDF. When the proposal is a disconnected part of your process, it becomes harder for reps to keep the sale moving.

PDFs don’t engage customers

A static quote doesn’t tell the whole story. Interactive presentations help homeowners better understand products, pricing, and the value behind their investment.

Multiple disconnected tools

Switching between quoting software, financing platforms, and digital documents creates unnecessary friction for both sales reps and homeowners. Every handoff interrupts the sales conversation.

Financing is a separate process

When financing is a totally separate part of the sale, it can interrupt the buying experience. Presenting financing alongside pricing helps homeowners understand their options before they decide, and secure the deal on the spot.

Switching between different apps and software

Sales conversations need to be seamless. Constantly jumping between different apps makes it harder to stay focused on the homeowner and creates a less professional experience.

Customers saying “We’ll think about it”

Many homeowners aren’t saying no—they’re saying they need more clarity. When financing and product information are easy to explore together, customers are better equipped to make a decision before the appointment ends.

Give every homeowner the buying experience they need to say yes

Every homeowner wants enough information to make a confident decision. Solo Studio brings estimates, pricing, financing, and closing documents in one place for every appointment.

Get everything you need to close—quickly

Your reps can be up and running with the Solo platform in a single day, submit quote and proposal requests immediately, and receive a sales-ready quote or estimate back in less than an hour.

Professional digital presentations to engage customers

Present your estimate in a clean, interactive format that keeps the conversation moving. Homeowners can follow along, ask questions, and better understand what’s included before making a decision.

Interactive pricing options to show transparency

Show multiple options without creating multiple proposals. Compare products, upgrades, and pricing in real time so homeowners can choose the solution that’s right for them.

Product images and visuals to increase understanding

Help homeowners visualize what they’re buying. Built-in designs and product information make it easier to explain options and answer questions without leaving the quote.

Integrated financing options to overcome the biggest objection

Present financing as part of the overall proposal, not as a separate process. Homeowners can compare payment options alongside pricing, making it easier to make their choice with confidence.

Electronic signatures to make closing the deal easy

When homeowners are ready to move forward, quotes and financing documents can be signed before the appointment ends. No need to print paperwork or schedule another conversation with the back office.

See it in Action

Solo Studio: Built for growing home service companies

Solo Studio is designed for the way home service teams sell. Industry-specific solutions help your team deliver a more consistent sales experience while giving homeowners the information they need to move forward with confidence.

Solar Studio

Present custom solar panel designs, financing options, and essential documents, all in one place. Solar Studio helps sales teams capture more opportunities and make decisions easier for homeowners.

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Roofing Studio

Walk homeowners through roofing options with interactive estimates that combine pricing, add-ons, and financing, in a single presentation. Give homeowners a seamless experience, from the first conversation through the signed agreement.

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HVAC Studio

Help homeowners understand replacement options, pricing, and financing without switching between different tools. HVAC Studio keeps every proposal organized and easy to present.

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Battery Studio

Show battery storage options alongside the rest of the project so homeowners can make easy, informed decisions during the appointment.

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Help every rep sell like your best rep

The best sales conversations are both effective and repeatable. Solo Studio gives every rep the same tools and guardrails so presentations stay consistent while leaving room to tailor recommendations to each homeowner.

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Build the estimate

2

Walk through options

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Answer questions

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Adjust pricing in the moment

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Present financing

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Complete documents

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Gather signatures

Why home service contractors choose Solo Studio

Every sales team wants a process that makes it easier to win jobs—and more of them. Solo Studio helps contractors see more consistent results from their sales appointments, from the first proposal through signed agreement.

Faster estimates

Faster estimates

Solo Studio helps sales teams spend less time assembling documents and more time with homeowners. Reps can submit quotes immediately, make updates during the appointment, and receive quotes or estimates back in less than an hour.

More professional presentations

More professional presentations

Replace static PDFs with interactive estimates that are easier to present and easier to understand, helping every rep deliver the same high-quality experience.

Improved close rates

Improved close rates

When homeowners can review pricing, financing, options, and project details in one place, they are better able to make informed decisions, right at the kitchen table.

Standardized sales process

Standardized sales process

Give every rep the same proven sales workflow while allowing them to personalize each proposal for the homeowner sitting across the table.

Shorter sales cycle

Shorter sales cycle

Answer questions, present financing, complete documents, and collect signatures in one appointment. Fewer follow-up conversations help keep projects moving.

Better homeowner experience

Better homeowner experience

Homeowners shouldn’t have to piece their project details together or be left with lingering questions or concerns. Solo Studio brings everything together in one clear presentation, right on the spot.

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See it in Action

We’re much more than estimating software

The estimate is only one step in the sales process. Solo Studio brings together the tools reps use throughout the appointment so they can guide homeowners from quote to signed agreement without switching between systems.

In-home sales software

Guide homeowners through every stage of the appointment with presentations, pricing, financing, and project documents, all in one place.

Integrated financing

Present financing options as part of the proposal so homeowners can compare payment options alongside project pricing.

Digital documents and signatures

Complete required documents and collect electronic signatures before the appointment ends, closing the deal on the spot.

Industry-specific solutions

Every Solo Studio platform is built around the needs of a specific trade, giving sales teams the tools and workflows that fit the way they sell.

Frequently Asked Questions

What is estimating software?

Estimating software helps sales teams create, present, and manage customer proposals digitally. Solo Studio goes beyond estimate creation by bringing pricing, financing, documents, and electronic signatures into one interactive sales experience.

How is Solo different from traditional quoting software?

Traditional quoting software often only focuses on creating quotes or estimates. Solo Studio is designed for in-home sales, giving reps one place to present estimates quickly, answer questions, adjust pricing, offer financing, complete documents, and collect signatures, all in one appointment.

Can customers sign proposals electronically?

Yes. Homeowners can review documents and sign electronically during the appointment, helping sales teams complete the process without printing paperwork or scheduling another visit.

Does Solo support financing within proposals?

Yes, we do. Financing options can be presented alongside project pricing, making it easier for homeowners to compare payment options as part of the proposal conversation.

Can proposal templates be customized?

Absolutely. Proposal templates can be customized to reflect your company’s branding, products, pricing, and sales process while giving every rep a consistent presentation.

Does estimating software work on tablets?

Yes, Solo Studio is designed for tablets, making it easy for sales reps to present estimates, answer questions, update pricing, and complete documents during an in-home appointment.

What industries use Solo Studio?

Solo Studio is built for home service companies, including solar, roofing, HVAC, battery storage, and other in-home sales organizations.

Can I update pricing during a customer appointment?

Yes. Sales reps can adjust pricing and estimate options during the appointment, allowing homeowners to compare choices without waiting for a revised proposal.

See Solo Estimating Software in Action

See how Solo Studio helps home service sales teams create better buying experiences—from quote to close.