Close Deals at the Kitchen Table
Presentation Mode transforms your iPad into a powerful sales tool. Walk customers through material options, show real-time pricing updates, and capture signatures before you leave — all in full-screen, touch-optimized view.
Quick Answer
Presentation Mode is a full-screen, touch-optimized view of your Living Estimates designed for in-home sales. Walk customers through material options on your iPad, swipe through galleries together, show real-time price updates, and capture digital signatures before leaving the property.
What is Presentation Mode?
Presentation Mode transforms your Living Estimate into a sales presentation optimized for in-home appointments. Instead of showing customers a web page or PDF, you walk them through a full-screen, interactive experience designed for iPad and tablets.
Think of it as turning your estimate into a slide deck — but one where customers can interact with material options, see prices update in real-time, and sign to approve on the spot.
Full-Screen Display
No browser bars, no distractions. Your estimate fills the entire screen with professional, focused presentation.
Touch-First Design
Swipe to navigate, tap to select. Every interaction is designed for fingers on glass, not mouse and keyboard.
Live Price Updates
As you walk through options and customers make selections, the total price updates instantly on screen.
Signature Capture
When the customer is ready, they sign directly on the tablet screen. No printing, scanning, or follow-up calls.
Full-screen carousel experience
Presentation Mode displays your estimate as a series of full-screen slides. Each slide shows one topic — materials, pricing, scope, timeline — in a clean, focused format that keeps customer attention on what matters.
What each slide shows
- Project overview: Summary of the work, address, and key details
- Material options: Material cards in swipeable galleries
- Pricing breakdown: Phase-by-phase or line-item costs
- Optional upgrades: Checkbox add-ons with instant pricing
- Total and financing: Final price with payment options
- Approval: Terms, signature capture, and confirmation
Control the conversation
Presentation Mode puts you in control. You decide which slide to show, how long to spend on each topic, and when to move forward. It’s a guided sales conversation, not a passive document.
How it works on iPad and tablets
Presentation Mode works on any modern tablet, but it’s optimized for iPad. Here’s the typical workflow for an in-home sales appointment:
Arrive
Complete inspection and build estimate on-site
Present
Enter Presentation Mode and walk through options
Select
Customer chooses materials and upgrades
Close
Capture signature before leaving
Device compatibility
Presentation Mode runs in any modern web browser. No app download required — just log into BuildFolio and tap “Present” on any estimate.
Real-time pricing during presentation
One of the most powerful features of Presentation Mode is live pricing. As you walk through options with customers, they see the total update instantly based on their selections.
How live pricing works
- Material selection: Customer picks architectural over 3-tab shingles — price updates
- Optional upgrades: Customer checks “ice/water shield” — price updates
- Quantity changes: Add another skylight — price updates
- Tier changes: Switch from Good to Better system — price updates
This transparency eliminates surprises. Customers see exactly how each decision affects the total, making them feel in control of their budget.
Pricing transparency closes deals
When customers can see how upgrades affect the price in real-time, they’re more likely to add them. There’s no mystery, no hidden costs — just clear cause and effect. Contractors report 35% higher same-day close rates with live pricing.
On-site closing workflow
The goal of Presentation Mode is to leave the property with a signed contract. Here’s how the closing process works:
The kitchen table close
- Review selections: Confirm the materials and options the customer chose
- Show the total: Display the final price with any financing options
- Review terms: Walk through contract terms and warranties
- Capture signature: Customer signs directly on the tablet screen
- Send confirmation: Email receipt and signed contract to customer
🏠 Homeowner Scenario
You’re presenting a kitchen remodel. The homeowner selects cabinet style, countertop material, and tile pattern. They see the total is $48,500. They add the upgraded faucet package (+$800) and sign on the spot.
👥 Couple Scenario
Both spouses are present. You walk through shingle options together. One prefers charcoal, one prefers weathered wood. They discuss, agree on charcoal, and both sign the tablet.
⚡ Emergency Scenario
Water heater failed this morning. You present three replacement options with pricing. Customer selects the tankless upgrade, signs immediately, and you schedule same-day installation.
After the signature
- Customer receives an email with the signed contract
- Your office gets notified of the sale
- Scheduling can begin immediately
- No follow-up calls or chasing paperwork
Frequently asked questions
What devices work with Presentation Mode?
Presentation Mode works on any device with a modern web browser. It’s optimized for tablets (iPad, Android tablets, Surface Pro) but also works on laptops and phones. No app download required.
Does it work offline?
You need internet connection to load the estimate and capture signatures. However, once loaded, the presentation will continue working with intermittent connectivity. For areas with poor reception, we recommend downloading the estimate data before the appointment.
Can customers sign on the tablet?
Yes. Customers draw their signature directly on the tablet screen with their finger or a stylus. The signature is captured securely and attached to the contract. This is legally equivalent to a physical signature.
Can I hand the tablet to the customer?
Yes. You can present collaboratively — holding the tablet and swiping through together — or hand it to the customer to browse at their own pace. The interface is designed to be intuitive for first-time users.
How do pricing updates work?
When customers make selections (materials, upgrades, quantities), the total price updates instantly on screen. This happens automatically based on the pricing you’ve set for each option in the estimate.
Can I exit Presentation Mode to make changes?
Yes. You can exit Presentation Mode at any time, make edits to the estimate (add items, adjust pricing), and re-enter Presentation Mode. Customer selections are preserved.
Related resources
Ready to close deals at the kitchen table?
Join contractors increasing same-day close rates by 35% with Presentation Mode. Walk through options, show live pricing, and capture signatures on-site.
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