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RESULT · DESIGN-BUILD REMODELER

Proposal → contract
Hours → 1 min

1 min from approved proposal to a contract in JobTread, ready for the client to sign. Before, every proposal and contract was rebuilt by hand in ChatGPT.

Get this for my businessSee how it works ↓
AT A GLANCE
COMPANYDesign-build remodeler
INDUSTRYRemodeling
SKILLProposal → Contract
AGENTEstimator (Claude)
TOOLSJobTread, e-sign, Claude
1 min
from approved proposal to a contract in JobTread, ready for the client to sign. Before, every proposal and contract was rebuilt by hand in ChatGPT.Remodeling · Proposal → Contract · Claude skill → JobTread → e-sign
Hours
is where it started. Now: 1 min.Claude skill → JobTread → e-sign
01 · HOW IT WORKS NOW

How a contract goes out in 1 minute

Every salesperson now builds proposals with the same Claude skill, so every proposal comes out in the same company format. If data is missing, the skill asks the estimator before anything goes to the client. Once the proposal is approved, it is pushed straight into JobTread: the full budget, the proposal, and a contract from one standard template with the proposal already attached, ready for the client to sign. Everything lives in JobTread, so you can see what is sold, what is waiting, and what is still being worked on.

Built with the Proposal → Contract skill and run by the Estimator agent, on Claude skill → JobTread → e-sign.

02 · WHAT WAS BROKEN

Site notes were dropped into ChatGPT, and every proposal went through 15 rounds of changes. Then ChatGPT wrote a new contract from scratch, so no two contracts matched. Each one was refined again, sent through DocuSign, and uploaded to JobTread by hand. After all that work, nobody could see how many jobs were sold, what was sold, who was waiting, or which proposals were in progress.

Sounds familiar?
Contracts are written or edited by hand for each job
You use ChatGPT to draft contracts, and each one comes out different
Clients wait a day or more for paperwork after saying yes
You're not sure every contract has your current terms
That's us. Book a call →
03 · WHAT WE BUILT

What we built

◌ YOUR APPROVALOnly needed if someone edits your standard terms.
01Every salesperson builds proposals with the same Claude skill, in the same format
02If data is missing, the skill asks the estimator before the proposal goes out
03The client approves the proposal
04The budget, proposal, and contract are pushed straight into JobTread
05The contract comes from one standard template with the proposal attached, ready for the client to sign
04 · HOW IT CONNECTS

How it connects

Skill

Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.

Agent

EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.

Industry

RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.

Tools

JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.e-signElectronic signature for contracts and change orders.ClaudeWriting, judgment, reading documents, and customer-facing work.

Stacks

Claude + JobTreadEstimate and scope drafts from site notesJobTread + e-signApproved proposal becomes a standard contract, out for e-sign in 1 minute

Other results

35 hrs · PayrollLocal remodeling contractor: ≈1 week → 1 sitting5 min · Inspection reportsLocal inspection company: 6 hrs → 5 minLive · Permit reportingLocal permit + design company: No insight → Live tracking1 view · Bird's-eye viewLocal general contractor: 3 tools → 1 viewTrue ROI · Lead ROILocal home services company: Guessing → True ROI
05 · QUESTIONS

Questions, answered.

Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.

Book a 30-min ops call

Tell me the job you hate.

You'll get a reply within one business day, a 30-minute call, and a written plan with timeline and price.

davidk@exodussolutions.ai(916) 603-2609
JobTread