The whole appointment, in the order that closes.
Tovyah guides the appointment the way a strong salesperson naturally runs it. The interface stays helpful, not restrictive, and the rep keeps control of the conversation.
Capture dimensions, openings, accessories, and notes.
Validated quantities and a measurement record.
Select the system, products, colors, options, and labor.
A configured scope and the retail calculation.
Present retail, promotion, deposit, and financing in stages.
A controlled price conversation and a saved selection.
Generate before-and-after concepts from a photo of the home.
A homeowner-facing image tied to the selections.
Review scope, options, price, payment, and warranty.
A branded proposal PDF.
Collect the required details and signatures.
A signed agreement and an immutable snapshot.
Send the sold-job package to the office.
Scope, documents, deposit, and timeline in one record.
A price reveal the app controls.
Numbers appear in stages, never all at once. Retail is set before any promotion, deposits and financing are presented from programs you approved, and every step outside the limits is logged.
One prominent retail investment appears. Every promotion, savings figure, and finance option stays hidden.
The rep applies the approved discount and the sale price, savings, and valid-through date appear together.
Cash, same-as-cash, and standard payment choices are shown against the promotional price.
Authorized same-day incentives appear last. Anything outside the thresholds you set needs approval and is logged.
Cost, margin, and commission never appear on a homeowner-facing screen or document.
Their home, with the project finished.
A realistic before-and-after generated from the homeowner's own photo and the exact selections in the build, reviewed by the rep, and saved to the project for the proposal.
- A clear photo of the property, uploaded in the home
- The exact products, profile, colors, and trim from the build
- Doors, windows, rooflines, and landscaping stay as they are
- The rep reviews and approves before the homeowner sees it
- Concepts are labeled as visual representations, not construction drawings
Your best closer's language, at the right moment.
Contextual prompts, suggested questions, and talk tracks appear at the stage where they help. Short training covers the selling framework, measurements, each module, the investment conversation, visualization, proposals, and agreements. Owners can add their own company language on top.
Training completion and acknowledgment are tracked, so you know who has finished what.
Shared core. Trade-specific depth.
A customer can have several modules in one project or separate linked projects. Shared information is entered once, and scope, pricing, and documents stay attributable to each module with clear subtotals and one authorized total.
Deck dimensions, elevation, shape, stairs, landings, framing, fascia, picture frame, railing, skirting, demolition, and site conditions. Materials and colors carry photography and a palette so the selection looks the same in the app, the visualization, and the proposal.
Wall measurements, stories, openings, gables, tear-off, housewrap, insulation, trim, soffit, fascia, gutters, and accessories. Configurable manufacturer lines, profiles, colors, and warranties, with dedicated records for window trim, door trim, corner trim, and frieze board.
Opening-by-opening configuration for style, dimensions, frame, glass, color, grids, hardware, installation method, and accessories. Automated pricing from size and options, configurable minimums and special-shape logic, and room labels with a window schedule for production.
You set the rules. The app enforces them.
- Products, colors, units, costs, labor, and warranties
- Markup and margin rules, promotions, and approval thresholds
- Financing programs, terms, and deposit rules
- Proposal and agreement templates with your branding
- Users, roles, and what each role can see
- Reporting on pipeline, close rate, discounting, margin, and rep performance
Walk in with one tool and leave with a signature.
- One guided appointment from measurement to signature
- Your catalog and your pricing rules, never a blank estimate
- A price reveal the app controls, so retail lands before any promotion
- A realistic picture of the finished project while everyone is at the table
- Suggested questions and talk tracks at the moment they are useful
- No access to cost, margin, or commission, by design
Tovyah runs the appointment. Your CRM runs the follow-up.
Leads and appointments flow into Tovyah with the contact, property, and assigned rep. Presented, sold, unsold, and signed outcomes flow back out, so nurture, unsold follow-up, reminders, and review requests run automatically from your CRM and marketing platform. One system of record per field, stable IDs, and a log with retry for anything that fails.