NIGHTSHIFT
Status
Draft
Sent
Viewed
Approved
Signed
Converted
Options — Good / Better / Best
Customer Approved: Good
✓
Good
Standard IGU
Clear/Clear dual pane, standard spacer. Meets code. Most cost-effective option.
Standard
$1,001
one-time
or
$17/mo
60 mo · 0% APR
Better
Low-E IGU
Low-E coating reduces UV & heat transfer by 40%. Lower energy bills long-term.
+$244 vs Good
$1,245
one-time
or
$21/mo
60 mo · 0% APR
Best
Low-E + Argon
Argon gas fill adds insulation & noise reduction. Best thermal performance.
+$488 vs Good
$1,489
one-time
or
$25/mo
60 mo · 0% APR
Line Items
▼
IGU Replacement — Kitchen Window Item Group
1 labor · 2 materials · Qty: 1
📏 Measure Sheet $500.53
Item Type Qty Rate Amount
Measure & Install Labor
Residential glazing — standard
Labor 2h $85/hr $170.00
Insulated Glass Unit 28×36
Clear/Clear, 1" overall · PGC
Material 1 $295.00 $295.00
Setting blocks + sealant kit
CRL · SKU: SB-KIT-01
Material 1 $35.53 $35.53
Internal (not shown to customer)
Cost: $198
Margin: 60.4%
Markup: 2.5x
Trip Charge Labor
Service call / travel
1 $49.00 $49.00
🏷
Returning Customer Discount
Reason: Loyalty
-$49.53
Labor Subtotal$219.00
Materials Subtotal$330.53
Discount-$49.53
Subtotal$500.00
F&E Surcharge (3.5%)$17.50
Tax (6.0% on materials)$19.83
Total $1,001.00
Deposit Required (50%)$500.50
Versions
v2 Current Approved
$1,001 · Approved Apr 23
Active
v1 Rejected
$1,120 · Rejected Apr 21
"Customer said too high, removed premium hardware"
View
Terms & Conditions
Edit
All work guaranteed for 1 year from date of installation against defects in workmanship. Glass breakage not covered. Payment terms: 50% deposit required prior to ordering materials. Balance due upon job completion. Customer is responsible for any HOA approvals required. Glass Doctor of Houston is not responsible for pre-existing frame damage discovered during installation.
↻ Loaded from company default template · Edit template
Audit Trail
✓
Customer approved v2Apr 23, 1:15 PM
Signed electronically by David Grosshans · grosshan@yahoo.com
👁
Customer viewed v2Apr 23, 1:12 PM
3rd view · 2 min 18s on page
🤖
Doc (AI)Apr 23, 9:00 AM AI
Auto follow-up: emailed customer — "Just checking in on the revised estimate…" · View email
📤
Jordan (CSR)Apr 22, 5:30 PM
Sent v2 to customer via email
📝
Jordan (CSR)Apr 22, 5:25 PM
Created v2 — removed CRL premium handle (-$89), added standard handle (+$45), removed upgrade surcharge (-$30.47). Reason: customer said v1 too high.
📞
Jordan (CSR)Apr 22, 5:10 PM Connected
Follow-up call — customer wants lower price, willing to go with standard hardware instead of premium. 4m 12s call.
🤖
Doc (AI)Apr 22, 10:00 AM AI
Auto follow-up: texted customer — "Hi David, following up on your Glass Doctor estimate…"
✕
Customer rejected v1Apr 21, 3:45 PM
"Too high" — declined via email link
👁
Customer viewed v1Apr 20, 6:22 PM
1st view · 45s on page
📤
Jordan (CSR)Apr 20, 4:00 PM
Sent v1 to customer via email
📏
Johnny Gonzalez (Tech)Apr 20, 2:30 PM
Measure sheet completed — auto-generated item group "IGU Kitchen Window" with 1 labor + 2 materials from price book
📄
Jordan (CSR)Apr 20, 1:00 PM
Created estimate v1 — added trip charge ($49), attached to Deal #OPP-1847