If you're the one building estimates, DEB adds exactly one thing to your job — and takes away several.

The one rule

Build the proposal from your DEB template, then send it LINK-ONLY.

Link-only means silent: the customer is not notified when you send it. That's on purpose.

Escape texts the customer about 30–45 minutes later with something better: a page where your personal video plays first, and the proposal sits one tap below it.

If you notify the customer directly, they get a bare price list with no explanation — the exact thing DEB exists to prevent. Video first, price second. They can't reach the numbers without passing your pitch.

Filling out the proposal

  • Check the boxes for the work you're recommending as the core job. Checked items are presented as your scope; unchecked items are presented as optional add-ons the customer can add themselves.
  • Use the notes line (the $0 line item) for tonnage, furnace efficiency, square footage, and anything unusual about the job. The video uses these details.
  • Prices come straight off the proposal, so get them right the first time — the video says them out loud.

Then you're done

You don't record anything. You don't edit a video. You don't follow up.

The video builds itself from what you just sent, and your owner gets a text to review it before it goes anywhere. If they approve, the customer gets it automatically.

What the customer sees

A single text with a link. Your video, their options, and one tap to open and sign the proposal. Full walkthrough: The customer's experience.