Deptly

High-ticket installation & property improvement

Close more of the jobs you already quoted—without chasing every decision yourself.

Deptly helps roofing, solar, generator, insulation, and security installation companies win more of the proposals they already write — and carries the estimate follow-ups, the permit and financing updates, and the deposit-to-install coordination — while scope, pricing, and installation judgment stay with your estimators and crews.

Part of Home Services & Emergency Trades

What does Deptly do for high-ticket installation & property improvement?

Deptly carries the long middle of high-ticket installation sales. It follows every roofing, solar, generator, insulation, and security estimate to a real decision, answers routine homeowner questions from materials you approve, keeps buyers informed through financing, permits, and material lead times, preps the homeowner for install day, and chases deposits and final balances — inside the CRM you already run. Scope, pricing, and installation judgment stay with your estimators and crews.

Sound familiar?

Five moments from the way this work actually runs — not because anyone is careless, but because the loop depends on whoever is busiest.

  • The roof estimate went out Tuesday at 10 PM, written at the kitchen table. It's Friday, the homeowner hasn't answered, and you can't decide whether a second call reads as helpful or desperate.

  • The generator install has been waiting on the gas utility for two weeks. The homeowner has called twice for a date, and the answer they keep getting is 'let me check and call you back.'

  • Financing approval landed Wednesday. The deposit invoice went out Sunday night — because that's when you remembered.

  • Your best estimator ran six site visits this week and spent Thursday night building proposals — while the two referral calls from Wednesday still haven't been returned.

  • The crew rolled at 7 AM for install day. The driveway isn't clear, the dumpster wasn't confirmed, and the homeowner thought it was next Tuesday.

Why this happens

High-ticket installation runs on a different clock than the rest of home services. Nobody buys a roof, a solar array, or a standby generator the day they hear the price. The sale lives in a two-to-six week decision window — months for solar — full of comparison bids, spouse conversations, warranty questions, and financing math. Whoever stays present in that window, without pressure, usually wins it. But the person responsible for staying present is the same person measuring the next roof.

The workflow is a chain of waiting states, and waiting states have no natural owner. Waiting on the homeowner's decision. Waiting on financing approval. Waiting on the permit office, the material lead time, the utility, the inspector. The estimator's attention moves to the next site visit the moment a proposal is sent — that is the job. So every open estimate and every sold-but-not-installed project sits in someone's head, usually the owner's, and gets touched when something is remembered rather than when something is due.

The result is not lost work you can see — it is quiet leakage. The estimate that expired unanswered. The signed job whose homeowner called three times for a status and then mentioned communication in the review. The final balance invoiced weeks after the crew left. None of it is a skills problem. It is what happens when a long-cycle sales process runs in the gaps between installs.

What Deptly handles here

Three complete responsibilities — each with a trigger, the actions carried, the escalation point, and what done actually means.

Responsibility 1

Follow every estimate to a decision

Starts when
A proposal goes out — roof, solar array, generator, insulation package, or security system — and the homeowner goes quiet.
What Deptly does
  • Confirms the homeowner received the estimate and understands what's in it, in plain language
  • Answers routine questions — warranty terms, material options, timelines — from information you approve
  • Follows up on the cadence you set — for example day 3, day 7, day 14 — with something useful in every touch, and pauses the moment they answer or opt out
  • Sends your approved financing options when budget comes up, and logs every objection on the estimate record
  • Books the closing conversation with your estimator when the homeowner is ready to talk numbers
Comes to you when
Price negotiation, scope changes, and 'we got a lower bid' conversations go straight to you or your estimator — Deptly never reprices a job.

Every estimate ends in a yes with a deposit path started, a documented no with the reason captured, or a handoff to you — not a quiet expiration in a folder.

Responsibility 2

Own the wait between signature and install day

Starts when
The contract is signed and the deposit is in — and the job enters weeks of permits, material lead times, and utility or inspection scheduling.
What Deptly does
  • Sends the homeowner a what-happens-next timeline the day they sign, so the wait has a shape
  • Tracks each milestone — permit status, material dates, utility and inspection scheduling — and chases the confirmations that stall
  • Updates the homeowner at every stage change, before they call to ask
  • Runs the pre-install checklist: driveway and access prep, dumpster and delivery confirmations, arrival window, crew brief
Comes to you when
Permit rejections, material delays past the threshold you set, and any frustrated homeowner get flagged to you with context — not discovered on install morning.

Install day arrives with a prepared homeowner, a briefed crew, confirmed deliveries, and no surprise phone calls — the job starts on time because the middle was carried.

Responsibility 3

Close out the job — payment, warranty, and the review

Starts when
The crew finishes and marks the install complete.
What Deptly does
  • Sends the final invoice — or the next progress payment — on the schedule written into your contract
  • Follows unpaid balances on your policy: friendly, persistent, and consistent
  • Registers the warranty and delivers the homeowner's document package — contract, permits, warranty terms, care instructions
  • Requests the review once the final walkthrough is done and the homeowner is happy
  • Schedules any post-install follow-up — inspection sign-off, system activation check, or seasonal service where it applies
Comes to you when
Disputed charges, punch-list complaints, and warranty claims come to you with the full history attached.

The job is fully closed in your system — paid, documented, reviewed, and remembered — so the customer comes back for the next project and sends their neighbors.

One job, before and with Deptly

The same signal, followed all the way to a verified outcome instead of waiting on whoever is busiest.

Today

  • You measure the roof Tuesday, build the estimate at the kitchen table Wednesday night, and send it at 10 PM.
  • Thursday brings two new site visits, and the follow-up call slips to 'this weekend.'
  • The homeowner has a warranty question on Friday, reaches voicemail, and emails a competitor the same evening.
  • You call the following Wednesday — they've 'decided to hold off,' which usually means someone else called back first.
  • The estimate sits open in the folder until it quietly expires, and nobody records why.

With Deptly

  • The estimate goes out and Deptly confirms the homeowner received it, with a plain summary of what's included.
  • The warranty question arrives Friday; Deptly answers from your approved materials within minutes and logs it on the record.
  • Follow-up runs on your cadence — useful touches, not nagging — and pauses the moment the homeowner replies.
  • Budget comes up; Deptly sends your approved financing options and books a 10-minute payment-plan call with your estimator.
  • They sign. The deposit invoice goes out the same hour, with a what-happens-next timeline for the homeowner.
  • Your evening brief: one estimate closed, two on cadence, one flagged for a scope change that needs you.Closed loop

Start from the outcome you want

The same responsibilities, prioritized differently depending on what you are trying to change first.

Win more of the proposals you already write

The fastest growth in installation work isn't more leads — it's closing more of the estimates you already ran. Deptly follows every proposal on a cadence you approve, answers the warranty and financing questions that stall decisions, books the closing conversations that need your estimator, and reaches back to the homeowners who said 'not this year' when the season turns. Meanwhile new quote requests get answered and site visits get booked while your team is on a roof.

Start from the outcome: Grow

What Deptly handles, asks about, and never decides

Every responsibility above runs inside this boundary. You set the rules; anything outside them waits for you.

Deptly handles

Routine work done within the rules you approve.

  • Follows every open estimate on the cadence you approve until there is a yes, a no, or a reason to escalate
  • Answers routine homeowner questions — warranties, materials, timelines — from information you approve
  • Sends your approved financing options and keeps track of where each homeowner is in the decision
  • Keeps homeowners updated through permits, material lead times, and utility or inspection scheduling
  • Runs pre-install prep: checklists, delivery confirmations, arrival windows, and crew briefs
  • Sends deposit, progress, and final invoices on your payment schedule and follows overdue balances on your policy
  • Registers warranties, delivers document packages, and requests the review after the final walkthrough

Deptly asks first

Anything judgment-shaped waits for your okay.

  • Any discount, price adjustment, or revised proposal — repricing always comes to you
  • Schedule changes that move a crew or bump another install
  • Any commitment to a homeowner about delay causes, timelines beyond the approved plan, or compensation
  • Escalations where a homeowner is frustrated or weighing you against a lower bid

Always human

The decisions that stay yours, always.

  • Scope, system sizing, and structural judgment — load calculations, roof condition calls, panel layout, and generator sizing stay with your estimators
  • Final pricing and contract terms
  • Code, permitting, and licensing decisions — those belong to your licensed team
  • Everything on the roof, in the panel, or on the gas line — installation and safety judgment belongs to the crew

The full rulebook — approvals, escalation, and audit history — lives on trust and control.

Who this covers

Each one gets the same execution engine — these notes call out what actually changes.

Roofing

The sale is decided in the silence after the estimate. Deptly keeps the follow-up alive through material choices, warranty comparisons, and financing questions — and books the closing call the moment the homeowner is ready, so the job closes on responsiveness instead of dying on delay.

Waterproofing & foundation

Homeowners inquire during wet weeks and reconsider during dry ones. The follow-up here educates without pressure — answers, inspection findings, financing options — and stays present through the next rain, which is often what actually closes the job.

Generator installation

The longest coordination chain per dollar: site visit, load calculation, permit, gas or electric utility, inspection. Every handoff is a waiting state the homeowner will call about — Deptly narrates each one so your office isn't the answering machine for the utility company.

Insulation & energy efficiency

Audits and rebates drive the purchase, so closing means chasing paperwork as much as chasing the decision. Deptly follows the audit reports, rebate forms, and utility approvals that have to land before the job can book.

Solar installation

Cycles run months, not weeks: proposal, financing, permitting, interconnection, activation. Homeowners abandon over silence far more than over price — a steady cadence and stage-by-stage updates carry the deal from signature to switch-on.

Security system installation

The install opens a monitoring relationship instead of closing a job. Deptly manages the handoff — app setup, monitoring activation, the first bill — so the lifetime value survives the transition from installer to service.

Systems we commonly work in

  • Phone & SMSConfirmed
  • Email & calendarConfirmed
  • JobNimbusPossible
  • AccuLynxPossible
  • JobberPossible
  • QuickBooksPossible
  • Financing portals such as GreenSky or Sunlight FinancialScoped in discovery

Confirmed means standard channels every business already has — phone, text, email, and calendar. Possible means the platform supports what the workflow needs. Anything marked scoped in discovery gets verified during discovery before we commit to it — Deptly works within the tools you already have, as described on how it works.

See the loop close

Every proof item on this site is labeled for exactly what it is.

Workflow Demonstration

A day-3 follow-up saves a roof estimate

  1. Deptly → Homeowner

    Hi Dana — following up on the roof estimate Mike sent Tuesday. Happy to answer anything about the materials or the timeline. No rush on our end; the quote is good for 30 days.

    Day 3, 10:15 AM

  2. Homeowner

    Thanks — we like the quote, but we're comparing shingle warranties with another bid, and honestly it's more than we'd planned. Do you offer any payment options?

    That afternoon

  3. Deptly

    Sends the warranty comparison sheet you approved — coverage terms side by side — plus your two standard financing options with example monthly payments. Logs the budget concern on the estimate record.

    Minutes later

  4. Deptly → You

    Needs your OK

    Dana on Maple Street is deciding between you and one other bid. Warranty comparison and financing options sent. She's asked for a 10-minute call about the payment plan — book her into Mike's Thursday 4:00 slot?

    One tap

  5. Deptly → Homeowner

    You're set for Thursday at 4:00 with Mike to walk through the payment plan. In the meantime, here's what install week looks like if you decide to move ahead.

    After your yes

  6. D

    Owner brief

    Friday evening

    inbox

    Maple Street signed after the Thursday call. The estimate had been quiet for three days before the follow-up — it closed on the financing conversation, not a discount. Two more estimates are on cadence; one is flagged for a scope change that needs Mike.

More demonstrations live on proof and examples.

Questions owners ask

Deptly communicates as your company, in a tone you sample and approve during setup, and it answers honestly if a homeowner asks who they are talking to. The conversations that carry the relationship — the closing call, the price discussion, the walkthrough — stay with your people. Deptly's job is making sure those conversations actually happen instead of dying in an unreturned voicemail.

Pushy follow-up is follow-up with nothing to say. Deptly's touches run on a cadence you approve and each one carries something useful — a warranty comparison, a financing answer, a timeline clarification — and the sequence pauses the moment the homeowner replies or opts out. The realistic alternative isn't 'no pressure'; it's silence, and silence loses to whichever competitor called back on Wednesday.

Routine product questions — warranty terms, material differences, what a typical timeline looks like — get answered from materials you approve. Anything that is actually a scope or engineering call, like generator sizing, panel layout, or whether the decking needs replacement, gets flagged to your estimator with the homeowner's question attached. Deptly never guesses at a technical answer.

Deptly works in the tools you already have rather than replacing them — estimates, notes, and status changes land in your system of record so your team sees one truth. Platforms like AccuLynx, JobNimbus, and Jobber are common in installation businesses; your exact setup is confirmed during discovery, not assumed.

It sends the financing options you approve, with example terms, and keeps track of where each homeowner is in the process. It does not negotiate terms, advise on credit decisions, or promise approvals — when a homeowner wants to go deeper than your approved materials, that conversation gets booked with your team.

It carries the chasing, not the judgment. Deptly tracks each milestone, follows up on the confirmations and documents that stall — the utility callback, the inspection slot, the missing form — and keeps the homeowner informed at every stage change. Filings, code questions, and anything requiring a license stay with your team.

Yes — that is the point. The cadence adapts to the stage: active deciding gets closer attention, financing and permitting get milestone-driven updates, and a 'not this year' gets a respectful pause and a seasonal check-back. Nothing depends on anyone remembering; every touch and every reason is on the record.

The days before are where installs get protected: access and driveway prep confirmed with the homeowner, dumpster and material deliveries verified, arrival window communicated, and the crew briefed on anything unusual. On the day, the crew runs the job — anything unexpected escalates straight to you rather than being improvised.

Yes. Invoices go out on the schedule written into your contract — deposit at signing, progress draws, final on completion — and overdue balances are followed on your policy, consistently and without the awkwardness of you making the call. Disputed charges always come to you rather than being argued by a machine.

Surge weeks are exactly when owner-carried follow-up collapses — every new estimate buries the last one. Deptly follows all of them in parallel on the same rules, flags the ones showing real buying signals, and keeps the rest warm. You set the priorities once on a calm day; they hold through the surge.

Insurance work runs on a different engine — adjusters, supplements, claims documentation — and it is covered under our Restoration, Remediation & Insurance Claims branch. Plenty of roofing companies run both retail and insurance work, and Deptly can carry both workflows side by side with the rules kept separate.

Pricing reflects the responsibilities Deptly carries, not a per-seat software license. Most installation businesses start with one workflow — estimate follow-up is the most common, because the money is already sitting in the open-quotes folder — and expand from there. The pricing page explains the structure, and a short call gets you a number for your setup.

No pitch, just a straight read

Talk through how this would work in your business

Walk through how the work actually moves in your business and hear exactly what Deptly would carry first — including an honest no if the fit is not there.