Answer & bookClose
Turn every visit into a signed job.
Your tech found the problem. Now the homeowner has to understand it, trust the price, and decide. Merrion Close turns the photos from the visit into findings they can see for themselves, builds a branded proposal at your prices, and lets them sign on the tablet. If they want to sleep on it, Merrion follows up until they decide.
We'll build a sample proposal with your price book on the call.
Made for 1907 Ridgeview Ln
Comfort, back in every room.
Maria is viewing her proposal
1907 Ridgeview Ln · 2:31 PM
Signed · $9,450 + Care Plan
Install booked Thu 8:00 AM
The problem
Most jobs aren't lost on price. They're lost at the kitchen table.
The homeowner can't see inside the attic, so they're asked to trust a description and a number. They say they'll think about it. Then nobody calls, and three weeks later the job goes to whoever did.
What they see
A typical visitA tech describing the problem from the attic
With Merrion ClosePhotos of their own equipment, explained in plain language
What they get
A typical visitA price on a carbon copy form
With Merrion CloseA branded proposal built for their home
Their choices
A typical visitOne number, take it or leave it
With Merrion CloseThree plans side by side, plus your maintenance plan
If they wait
A typical visitA promise to call back that nobody keeps
With Merrion CloseFollow-ups by text and email until they decide
What you know
A typical visitWhatever the tech remembers
With Merrion CloseEvery visit, view and signature in one place
How it works
One visit, from first photo to signature.
Follow a real visit, step by step. This is what the homeowner sees on the tablet, branded as your business.
1907 Ridgeview Ln · Dan R. · today
From today's visit
Outdoor unit
Indoor coil
Air filterFindings
Show them what you found. In words they understand.
Your tech takes the photos they'd take anyway. Merrion labels each one and drafts an explanation in plain language: what's wrong, why it matters, and how urgent it is. The tech reviews it, and the homeowner sees their own equipment instead of taking your word for it.
Every photo labeled
Outdoor unit, indoor coil, water heater, panel. Organized for the homeowner, not buried in a camera roll.
Plain-language explanations
No jargon, no acronyms without context. Each finding says what it means for their home.
Your tech has the final word
Nothing reaches the homeowner until the tech has reviewed and edited it.
Corroded indoor coil
Proposals
Plans built from your price book. Branded as your business.
Merrion assembles good, better and best options from the items and prices you already sell, then presents them as a proposal with your logo, your colors and photos of their home. Your maintenance plan sits next to every option, so it's part of the decision.
Three plans, side by side
A repair, a replacement and an upgrade, each with what's included, so the homeowner compares instead of hesitating.
Your maintenance plan, every time
Offered on every proposal with what it includes, instead of mentioned on the way out the door.
Your prices, your brand
Built from your price book and Brand Kit. Reps can adjust before sharing; homeowners never see a template.
Offer the Fieldstone Care Plan
$19/mo · shown on every plan, with what it saves
Follow-up
When they need to think it over, Merrion keeps the conversation going.
Sign on the tablet, or take it home. If they don't decide on the spot, Merrion sends their proposal that evening with the photos, follows up on the schedule you set, and tells your rep the moment they open it. It stops when they sign or reply.
Sent the same evening
Their proposal, their photos, from your business, while the visit is still fresh.
Know when they're looking
Your rep is notified when a homeowner opens the proposal, so the call back lands at the right moment.
Signed from anywhere
Approve and sign on the tablet, or later from their phone.
- Maria wants to talk it over with Luis2:38 PM
Hi Maria, it's Dan from Fieldstone. Here's your proposal with the photos from today, whenever you're ready.
7:05 PM · sent automatically
- Maria opened the proposal · looked at Replace twice9:12 PM
Email: what a new system would save on your summer bills, with the coil photo.
Day 3 · sent automatically
- Signed online · Replace + Care PlanDay 4
What's included
Everything the visit needs. Nothing it doesn't.
Photo findings
Labeled photos and plain-language explanations, reviewed by your tech.
Good, better, best
Options assembled from your price book, with what each one includes.
Maintenance plans
Your membership offered on every proposal, with its benefits spelled out.
Branded proposals
Your logo, colors and a cover photo of their home.
E-signature
Signed on the tablet or later from their phone, with a copy sent automatically.
Automatic follow-up
Text and email on your schedule, stopped when they sign or reply.
One system
The job you close started somewhere.
Find
The signal that found the home
A storm, a sale, an aging system, a permit.
Reach
The card, email or call that started it
Logged against the same property.
Close
The proposal they signed
Revenue traced back to where it began.
FAQ
Frequently asked.
Who uses Merrion Close?
Service technicians on repair and maintenance calls, and comfort advisors or sales reps on replacement appointments. Anyone who sits down with a homeowner and needs them to make a decision.
Does it work for trades other than HVAC?
Yes. The same flow works for plumbing, electrical, roofing, pool and any trade where the homeowner has to understand what you found before they'll pay to fix it. Your price book and plans define what goes in each proposal.
Where do the prices come from?
From your price book. You set the items, prices and how they group into plans. Merrion assembles the proposal from them, and your rep can adjust it before sharing.
Who writes the findings?
Merrion drafts a plain-language explanation from each photo and the tech's notes. The tech reviews and edits it before the homeowner sees anything.
Can I sell maintenance plans through it?
Yes. Add your membership or maintenance plan and it's offered alongside every option, with what it includes, so it's part of the decision instead of an afterthought.
What happens if the homeowner doesn't sign on the spot?
They keep their proposal, and Merrion follows up by text and email on the schedule you set, with the photos and plans from the visit. Your team is notified when they open it, and the follow-ups stop when they sign or reply.
Does it need special hardware?
No. It runs on the tablet or phone your team already carries.
Does it connect to the rest of Merrion?
Yes. A job that started as a signal, a postcard or a call keeps that history, so a signed proposal is traced back to what found it.
See it with your prices
Win the job before you leave the driveway.
Bring your price book and a recent visit. We'll show you the proposal Merrion Close would have built for it.