Pricing and Estimating Rules
Purpose: The single source of truth for how Summit prices work and produces estimates. Tara owns this doc. If a number or rule anywhere else in the vault disagrees with this page, this page wins and the other doc gets fixed.
The canonical numbers
Repeat these exactly. Do not round, paraphrase, or "improve" them.
- Estimate delivered within 3 business days of site visit
- Speed-to-lead: 15 minutes in business hours; overnight leads next morning
- Emergency dispatch fee $450 flat + tarping, credited if Summit does the work
- Roof replacement $12,000–$38,000 typical residential; repair minimum $650
- Remodel deposit 30%, progress billing, final 10% at walkthrough
- Discounts over 5% need Tara (Estimator) or Dave (Owner) approval
Estimating process
- Intake tags the service line in GoHighLevel and books the site visit per Estimate Scheduling SOP.
- Site visit or photo review. Tara (or a rep she designates for simple repairs) measures, photographs in CompanyCam, and confirms scope with the customer on site.
- Estimate written and delivered within 3 business days of the site visit. No exceptions without telling the customer proactively and giving a new date.
- Estimate sent moves the GHL record to
Estimate Sent, which starts the follow-up sequence in Estimate Follow-Up.
Estimates are free for all four service lines. We never charge estimate fees, and we never call an inspection an estimate or vice versa.
Ranges before firm numbers
Nobody quotes a firm price before a site visit or photo review. Not on the phone, not by text, not in chat. What intake and sales may share:
| Situation | What you may say |
|---|---|
| Roof replacement inquiry | "Typical residential replacements run $12,000–$38,000 depending on size, pitch, and condition." |
| Roof repair inquiry | "Repairs start at a $650 minimum; most fall between that and $2,500." |
| Remodel inquiry | "Projects run $15k–$150k depending on scope; the estimate pins it down." |
| Emergency call | "$450 flat dispatch plus tarping, credited toward the repair if we do the permanent work." |
The reason: firm numbers given blind are wrong numbers, and wrong numbers cost trust or margin. Ranges plus a fast free estimate beat a guessed quote every time.
Discount rule (the one people get wrong)
Discounts over 5% need Tara (Estimator) or Dave (Owner) approval.
- Sales reps and Marcus may extend up to 5% off an estimate on their own judgment, once per estimate.
- Anything past 5%, in any form (price cut, "free" add-on scope, waived fees), goes to Tara or Dave before it is offered, not after.
- Stacking is not a loophole: 5% plus a "free" gutter cleaning is over 5%.
- The emergency dispatch fee is never discounted at rep level; that is a Dave decision.
Payment terms by line
- Roofing / Exterior Restoration: per-contract terms on the estimate; insurance jobs follow the claim's payment flow.
- Remodeling: remodel deposit 30%, progress billing, final 10% at walkthrough. Fixed structure; see Remodeling Services.
- Emergency: $450 dispatch + tarping collected at time of service.
Estimate quality bar
Every estimate Tara sends includes: scope description in plain language, line items, what is excluded, the price or itemized pricing, validity window, and payment terms. Insurance-restoration estimates use adjuster-readable line items. If a customer can't tell what they're buying from the document alone, it isn't done.
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