Packages and proposal styles

One bid. Three ways to sell it.

Packages decide what comes on each roof. Proposal styles decide how your customer chooses between them. Every style shows the same totals.

What your customer sees

Tap through it the way a homeowner would.

Proposal style

Your company sets the default style, and a rep can change it for any job when building the bid. It never changes a price.

Sell in person? A rep can present the proposal before it goes to the customer's link.

1 2 3 style

Shown in the contractor's brand. Example: Ironwood Roofing, a demo account.

What you set up once

Packages decide what comes on each roof.

Pick which components ride along with each shingle. They're built into the price before your customer ever sees a number, so nothing gets tacked on after the total is on screen.

  • Every style above reads these totals. Change a package here and the proposal updates.
  • One odd roof doesn't mean new packages. A rep can swap a component on a single bid without touching the company setup.
  • Add-ons stay the customer's call. Ridge vent and lifetime pipe boots aren't in any package here, so they're offered on top.
  • Packages earn warranties. The extended system warranty needs underlayment, leak barrier, starter strip and ridge cap. Switch them on for Better and watch Pick a Package include it.
ComponentGoodBetterBest
Roof totalTotal
Example roof: 30 squares, 8/12 pitch, full tear-off.
Two settings, two jobs

What's on the roof, and how it's chosen.

Packages
Proposal style
The question it answers
What comes with each roof
How your customer chooses
Changes the price
Yes. Built in before anyone sees a number.
Never. Every style shows the same totals.
Company setting
Pricing, under Packages
Pricing, under Proposal style
On a single job
The rep can swap a component on that bid
The rep picks the style on the first step of the bid
Who can change a job
Admins and Roof Advisors
Admins and Roof Advisors
After the customer signs
The signed price stands
The proposal stays exactly as signed

Build Your Own appears once each package has its shingle picked in Pricing. A package includes a warranty only when its parts earn it and your company has recorded the certification that warranty needs.

Prices are illustrative for an example roof, not a quote. Ironwood Roofing is a demo account.

Your style. Their journey. Your way.

See LumeWay on a real roofing job: branded portal, in-portal payments, every payment tied to the job. Fifteen minutes.

Book a demo →forrest@lumeway.app