Help with agreements

Make the contractor customer’s “yes” easy to complete while they are ready.

CSS gives the agreement stage a defined handoff, clear customer communication, and a visible next action.

Get 14 days free

The problem

A verbal yes is not yet a committed job.

If the agreement is late, unclear, or buried in an inbox, the decision can cool down and your team cannot plan with confidence.

Why it happens

The final decision is treated as admin.

Agreement steps are often separate from the conversation that earned the job. Customers are left to find, understand, and return paperwork on their own.

How CSS helps

Turn agreement into a guided handoff.

CSS frames the agreement as the next clear customer step, with ownership and a straightforward route to deposit and booking.

  1. 01Lead
  2. 02Response
  3. 03Follow-up
  4. 04Estimate
  5. 05Quote
  6. 06Agreement
  7. 07Deposit
  8. 08Booking
  9. 09Project
  10. 10Completion

The team knows which agreements are pending and what the customer needs to move forward.

14 days free

See if this works for your team.

Start with one part of your customer journey. We will agree what needs to get better before you begin.

See price and get 14 days free