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Swiftlook
For home services and contractors

You emailed the estimate. They called someone else.

Homeowners get three bids and go with the one they understood. If your estimate is a PDF attachment and theirs was explained on the phone with photos on screen, you lose — even when your number is better.

From $24.99/mo · see all plans

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swiftlook.co/v/8t2k
Roof replacement · 2401 Oak Ave
Photo 1/12
Total
$14,280
$298/mo · 60 mo
Tear-off + disposal$3,240
GAF Timberline HDZ$8,410
Warranty (25 yr)Included
Live · Roof estimate
What you're dealing with

Three bids, one decision.

  • The homeowner can’t tell the difference between your estimate and the cheaper one
  • Photos of the damage explain the price in a way a line item never will
  • Financing is the whole deal on a $14,000 job and nobody reads the financing PDF
  • Booking a second visit to “walk through the proposal” costs you a truck roll
With Swiftlook

Explain the number while they’re looking at it.

  • Show the job photos your tech took this morning, right next to the line item
  • Walk through financing options and monthly payment on screen
  • Close on the phone instead of scheduling a second trip
  • The homeowner taps a link on the phone they’re already holding
In practice

How contractors close bids without a second truck roll

A homeowner comparing three roof bids does not have the expertise to evaluate the estimate on its merits. They pick the contractor who explained it best. When your $14,000 bid arrives as a PDF attachment and the $11,000 competitor shows up in person with an iPad, you lose the job even though your product is better. Swiftlook exists so you can be the contractor who explained it — over the phone, without the second truck roll.

The typical Swiftlook contractor runs the follow-up call from ServiceTitan, Jobber, Housecall Pro, Contractor+, JobNimbus, or an in-house CRM. They pull up the job record, share a single tab, and walk the homeowner through the photos the tech took at the inspection — the rusted coil, the cracked flashing, the water stain in the attic. Then the estimate opens in the same view. Line items become explanations: the tear-off is $3,240 because we haul it away same-day; the GAF Timberline is $8,410 because that’s the material with the 25-year warranty. The number stops feeling arbitrary.

Financing lands on the same call. Most homeowners buy the payment, not the price — showing $298/month next to $14,280 total is the moment the sale actually happens. GreenSky, Ally, Synchrony, or your in-house financing platform all render in a browser tab you can share. The homeowner watches the monthly payment update as you adjust the term.

Warranty documents get walked through. Equipment options (good/better/best) get shown live from the manufacturer’s spec pages. Scheduling availability gets pulled up from your dispatch board and the job gets booked on the same call, before the homeowner calls the next contractor on their list.

What you can show

The reason your price is your price.

Job photos
The rusted coil, the cracked flashing, the water stain in the attic. This is the single most persuasive thing you own and it’s sitting in your CRM.
Line-item estimates
Walk down the estimate and explain what each item is for, so it reads as thorough rather than expensive.
Financing options
Show the monthly payment next to the total. Most homeowners buy the payment, not the price.
Warranty documents
Show what’s covered and for how long. This is usually where you beat the cheaper bid.
Equipment options
Good, better, best, with the actual product pages open, not described from memory.
Scheduling availability
Show your open slots and book it on the call, before they call the next contractor.
FAQ

Contractor questions.

Does the homeowner need to install an app?+
No. They tap a link in a text message and see your screen in the browser that’s already on their phone.
Does it work with ServiceTitan, Jobber, Housecall Pro, or Contractor+?+
If it opens in a browser tab, you can share it. ServiceTitan web, Jobber, Housecall Pro, Contractor+, JobNimbus, AccuLynx, CompanyCam and most modern field-service platforms all work.
Can I share photos without giving access to my whole CRM?+
Yes — share one tab. The homeowner sees only what’s in that tab, not the six other customer files you have open in adjacent tabs.
Can my dispatcher share while my tech is on the road?+
Yes. Anyone on your team with the Chrome extension can share from any device, regardless of who’s on the truck. Great for post-inspection follow-up calls where the office schedules the sale after the tech leaves.
What about older homeowners who aren’t comfortable with technology?+
The interaction on their side is one tap in a text message. That’s it — no download, no signup, no permissions dialog. It’s designed for exactly this audience.
Can I close a financing application on the call?+
Yes. GreenSky, Ally Lending, Synchrony, Wisetack, and most financing platforms are web-based. Walk the homeowner through the application, show them the monthly payment update, and get the approval before you hang up.
Does it help with insurance restoration jobs?+
Yes — show the adjuster’s scope of work next to your estimate, or walk the homeowner through their carrier’s claim portal. Insurance-restoration jobs live and die on the visual side-by-side.
Can I show a homeowner what my competitor’s estimate is missing?+
Yes. Pull up both estimates side by side and walk down the missing line items — permit fees, disposal, warranty coverage. This is the conversation that justifies a $3,000 price gap.
Other in-home sales
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They’re getting the second bid tomorrow.

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