Checkbox Pricing: Let Customers Build Their Own Quote
Stop sending static PDFs where customers call back with changes. Checkbox pricing estimates let homeowners select options themselves and watch the total update in real-time – no revision emails needed.
Interactive demo (click to select)
Quick Answer
Checkbox pricing estimates are interactive quotes where customers click to select options and watch their total update instantly. Part of BuildFolio’s Living Estimates system, they eliminate revision cycles and help customers sell themselves on upgrades.
What is Checkbox Pricing?
Traditional quotes are static – customers receive a PDF, want changes, and you go back and forth until they’re satisfied. Checkbox pricing flips this: customers interact with your quote directly, selecting what they want.
Static PDF Quotes
- Customer receives fixed options
- Calls/emails to request changes
- You regenerate and resend
- Multiple revision cycles
Checkbox Pricing
- Customer explores all options
- Clicks to select what they want
- Total updates in real-time
- Signs when ready – no revisions
Why Checkbox Pricing Closes More Jobs
Customers sell themselves
When customers can explore options without pressure, they often add upgrades they wouldn’t have asked about. The checkbox makes it easy.
No back-and-forth
Every revision cycle risks losing the deal. Checkbox pricing eliminates revision emails – customers build exactly what they want the first time.
Transparent pricing
Customers see exactly what each option costs. No hidden fees, no surprises. Transparency builds trust and reduces objections.
Checkbox Pricing by Trade
Roofing
Shingle tier selection (architectural vs designer), ice dam protection, upgraded underlayment, gutter guards.
HVAC
SEER efficiency tiers, duct cleaning, UV air purifiers, smart thermostat upgrades, maintenance plans.
Electrical
Panel amperage options, whole-house surge protection, EV charger prep, generator transfer switches.
Remodeling
Cabinet tiers, countertop materials, flooring upgrades, fixture packages, appliance allowances.
Pair with Material Cards
Checkbox pricing works even better with material photo cards. Customers see what each option looks like AND what it costs – visual selling that converts.
Ready to Try Checkbox Pricing?
See how interactive estimates close more jobs with less revision hassle.
Start Free TrialFrequently Asked Questions
How do I set up checkbox pricing options?
In BuildFolio, create line items and mark them as “optional.” Group related options together. Customers see checkboxes for each optional item in their Living Estimate.
Can I require certain options?
Yes. Base scope items can be required (no checkbox). Only optional upgrades and add-ons get checkboxes. You control what’s mandatory vs optional.
Do customers see the pricing for each option?
Yes. Each checkbox shows the price or price difference. The total updates as they select/deselect. Full transparency.
Can I see what options customers are considering?
Yes. BuildFolio tracks estimate views and shows which options customers click on. Use this to time your follow-up.
What if customers want something not in the options?
You can modify estimates to add custom options. But most requests are covered if you set up comprehensive option lists upfront.
Does checkbox pricing work on mobile?
Yes. Living Estimates are mobile-first. Customers tap checkboxes on their phone and see totals update instantly.
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