An office manager. Not another app.
Tell Lisa about the job. She gets the deal in writing, keeps the customer moving, catches what gets stuck, and stays on it through final payment. You do the work. She keeps the job moving.
HIRE LISA14 days free. No card to start.
$149/month · no success fee · no app required · cancel anytime
Your first text is the only sign-up there is.
Proposal #1048 — ABC Roofing to Dan Smith, 41 Harbor Ln, Davie FL. Roof replacement, 22 squares, black architectural shingles. $32,500, deposit $3,250, then materials $8,000, dry-in $12,000 and completion $9,250 — which becomes $11,650 after an approved $2,400 change, for a job value of $34,900.
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The category
Keep what you already run the business on — if that’s Jobber, keep it. Lisa doesn’t touch your calendar — she takes the part of the job that lives between the estimate and the last payment.
Keep the software you already use. Hire Lisa.
The object
One link. Everything agreed. Everything changed. Everything paid.
It is not a PDF she emailed and it is not a portal your customer has to join. It is one page that starts as the proposal and keeps working: the signature lands on it, the change lands on it, every payment lands on it, and it is still there when the job is done.
In every state, the record answers five questions
You already paid for this job.
The gap is not the estimate and it is not the work. It is the two weeks in between, where the proposal sits unwritten or unsent, the one question nobody answered goes cold, and the job you already paid for quietly becomes somebody else’s.
Proposal #1048 to Dan Smith — $32,500, sent, unsigned.
Sent Monday 5:02 PM · unsigned · day 11
Chapter 1 — Win the job
A proposal has a third path. Not yes, not silence — the customer says what is actually stopping them, in one tap, and it goes to you.
On Dan’s copy of Proposal #1048
This goes to ABC Roofing.
Proposal #1048 at the price objection: Dan says $32,500 is more than he planned and around $30,000 could work. Lisa brings Carlos three options — hold the price and split the deposit, a $30,900 version on 3-tab shingles, or hold the price and add the ridge vent.
She brings it back with options that fit your rules. Not a discount she invented.
Deal-making. Not automated follow-up.
Chapter 2 — Keep the deal clear
That is $4,000 of work you do and do not bill, because the document never said it was out.
That is $4,000 that sits, because the change happened on the driveway and not on the page.
Same money, opposite directions, one cause. Lisa’s answer to both is the same: it is written down, priced and approved before it becomes work.
Proposal #1048 with the chimney flashing change: $2,400, awaiting Dan’s approval, and the job value moves to $34,900 once he approves it.
A mark on the document, not a badge on the company. It says this proposal states its scope, its exclusions, its schedule and its warranty — the four things a job gets argued about later.
Proposal #1048 carries the Clear Deal mark: what is included, what is not, every payment with a reason and a date, and the warranty on the page.
Chapter 3 — Nothing gets lost
Every job has two or three things that are not done and not forgotten — a letter, a colour, a number somebody owes you. They are what actually holds a start date.
Portals store comments.
Lisa works them.
The open loop on Smith
Proposal #1048 with one open loop: the HOA letter approving the shingle colour, needed by Friday, blocking the start, ABC Roofing responsible. Lisa followed up Wednesday and Thursday; resolved Thursday 4:10 PM.
Claim mode
Smith’s roof is a cash job, so these sit empty. On a claim they fill from the same document, and the adjuster gets one link to it — the scope, the photos and the dates, no login.
Lisa does not argue a claim and does not talk to the carrier for you. She keeps the file straight so the argument is short.
A loop is closed or it is still open. There is no third state.
Chapter 4 — Get the money
Every payment on this job has a reason and a condition, both written on the document Dan signed. That is why she can ask for it without you making the call.
Before the truck goes to the supplier: a yes or no on the one figure the next draw needs. Never a balance, never an amount — the question is only whether this job’s next payment can be met.
Proposal #1048 before the start: required for the next draw $8,000, Dan’s bank verified, sufficient at the 10:32 AM check.
Start protection, in Smith’s own numbers: his deposit is committed to this job and none of it is released before the crew turns up.
Proposal #1048 start protection: $3,250 funded by Dan, $0 released before start, $3,250 remaining protected, and the start condition is the crew on site by Oct 6.
A draw is askable when its evidence exists, and not before. This is the same job, same document, two draws at once.
Dry-in
$12,000
Materials
$8,000
Ready is a fact about the job, not a nudge. Lisa will not ask Dan for the $8,000 until the supplier order is on the record, and she does not need you to remember that the dry-in one is now askable.
Take the money the way the customer actually wants to hand it over. All five land on the same record, and the amount left on the job is right either way.
Card and bank payments are processed by Stripe and settle straight to your bank. Lisa never holds your money. Check, Zelle and cash you tell her about, and she updates the job.
Proposal #1048 paid in full: $3,250 deposit, $8,000 materials, $12,000 dry-in and $11,650 completion — $34,900 on a $32,500 job with one approved $2,400 change. The whole record stays at the same link.
The record doesn’t start when there’s a dispute.
One price. No surprises.
No success fee. No per-user fees. No per-proposal fees.
Unlimited team. Unlimited proposals.
No contract. Cancel anytime by text.
Get paid however you already get paid. On card and bank, the processor’s cost is shown before you send the request.
14 days free. No card to start.
Text her the job you quoted today. She writes it up and asks you before it goes anywhere.
The whole list, and what the payment rails cost →
Origin
We built Lisa because the money does not get lost on the roof. It gets lost in the week after the estimate: the proposal nobody wrote up, the question nobody answered, the change nobody put in writing, the last payment nobody asked for. Software sold you a calendar for that week. We built someone to work it.
Questions
$149 a month for your whole company. No success fee, no per-user fees, no per-proposal fees. Unlimited team, unlimited proposals. No contract, and you can cancel anytime by text. You get paid however you already get paid; on card and bank the processor’s cost is shown on the page before anyone pays.
14 days free. No card to start. Text her the job you quoted today — she writes it up, shows you the document, and nothing reaches your customer until you say send.
No. Card, bank, check, Zelle and cash all land on the same record. Card and bank are processed by Stripe and settle straight to your bank; check, Zelle and cash you tell her about and she updates the job.
No. Keep your calendar, your dispatch and your accounting. Lisa works the deal — the customer, the document, the changes, the open questions and the payments — and does not ask you to move anything to do it.
Only about their own job, only in writing, and never marketing. She answers from the record and shows the line she answered from. If the answer is not written down yet, she asks you instead of guessing.
No, and she says so plainly to you and to your customer whenever anyone asks, in English or Spanish. She works in your company’s name; the work is yours and so is the relationship.
Text her “cancel.” Billing stops at the end of the period. Your records stay yours and a full export is one text away. No fee, no process.
Hire Lisa
The one still sitting in your phone. She writes it up and asks you before it goes anywhere.
14 days free. No card to start.
Your first text is the only sign-up there is.
$149/month · no success fee · no app required · cancel anytime. Msg & data rates may apply · Reply STOP to opt out · Terms · Privacy