01 / Room scope

Build the estimate room by room.

Mike starts Summit Painting’s estimate with the living room, hall and stairway. Room details give each part of the work a clear place in the estimate.

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Living room

18 ft × 14 ft; 8 ft wall height

Walls: 512 sq ft · Ceiling: 252 sq ft · Previously painted baseboards: 60 linear ft

$1,737.33

Hall

20 ft × 4 ft; 8 ft wall height

Walls: 384 sq ft · Ceiling: 80 sq ft · Previously painted baseboards: 44 linear ft

$1,188.89

Stairway

12 ft × 4 ft footprint; average wall height 12 ft; ceiling measured separately

Walls: 384 sq ft · Ceiling: 64 sq ft · Previously painted baseboards: 32 linear ft

$1,294.29

Sample proposal · Room-by-room scope

02 / Review

Bring the proposal together.

Mike reviews the selected products, colors and warranty alongside the scope. The proposal brings those details together for the customer to consider.

Walls

Accessible Beige · SW 7036

Sherwin-Williams Emerald Interior Acrylic Latex Paint

Satin · 2 coats

Ceilings

Pure White · SW 7005

Sherwin-Williams Emerald Interior Acrylic Latex Paint

Flat · 2 coats

Previously painted baseboards

Pure White · SW 7005

Sherwin-Williams Emerald Urethane Trim Enamel

Semi-gloss · 2 coats

Sample proposal · Finish specifications; confirm physical color samples before ordering

03 / Customer review

Let the customer sign on their phone.

The customer reads Summit Painting’s proposal on their phone and signs when ready. The agreed scope stays with the signed proposal.

Sample proposal · Review only

Review the agreed scope

SP-SAMPLE-001 · Living room, hall and stairway

Signature: __________________
Date: __________________

Read-only illustration. No agreement, signature, booking or payment is created.

Sample proposal · Signature presentation, not an interactive signing screen

04 / Follow through

Know where the proposal stands.

Mike checks whether the proposal is emailed, opened or signed. The status helps him choose the next step with the customer.

↗ Emailed

Staff action · proposal sent.

◷ Opened

Waiting on customer · viewed, not agreed.

✓ Signed

Completed · customer agreement.

Workflow explanation · illustrative status key, not a live activity history