Deckclose – Same-meeting Deck Estimate Agent
Rep records CompanyCam video and Polycam scans on-site, then leaves to dictate notes into ChatGPT, paste them to a VA via WhatsApp, and wait 24 hours for the proposal. By then the homeowner has called three other contractors or moved on.
Rep records CompanyCam walkthrough and Polycam 2D measurements on-site. The agent reads the photos, voice-note transcripts, measurements, and rep notes, pulls pricing from the Google Sheet price book, applies the manager-set margin, and writes an editable estimate sheet on the rep's iPad. Rep reviews and adjusts line items in the sheet, then exports to PDF in the meeting to share with the customer. No 24-hour loop. No VA handoff.
The 24-hour proposal loop costs you deals
Today your rep walks the property, records CompanyCam video and Polycam scans, then leaves to dictate notes, paste them to a VA via WhatsApp, and wait 24 hours for the proposal.
Homeowners decide in the meeting or move to competitors. A 24-hour proposal loop means you lose the deal.
Your sales rep spends 2–3 hours per job assembling the proposal off-site instead of closing the next customer.
Manual quoting introduces errors and inconsistent margins across jobs.
Close $50k–$150k deck jobs at the kitchen table
From CompanyCam photos, Polycam measurements, and rep notes—the estimate is ready before the rep leaves the property.
The rep reviews and adjusts the estimate directly in a Google Sheet on iPad. Full control, no waiting for revisions.
Pricing pulls from your maintained Google Sheet price book. Manager sets the gross-profit target globally; every quote applies it automatically.
Squares, rectangles, single-system jobs—the work that is 60% of your day-to-day. Complex jobs still need rep editing or get sold as design-build packages.
DeckClose reads your CompanyCam walkthrough photos and Polycam 2D measurements, pulls pricing from your Google Sheet price book, applies your manager-set margin, and writes an editable estimate sheet on the rep's iPad—before he leaves the backyard. The rep reviews the draft, adjusts line items if needed, and exports to PDF in the meeting. No 24-hour loop. No ChatGPT. No VA handoff.
The same-meeting estimate flow
Four steps from site photos to editable estimate sheet.
The rep picks the customer's project from CompanyCam. The agent isolates the initial walkthrough (the first set of photos and voice notes from the sales visit).
The rep uploads the Polycam 2D export (Blueprint+Measurements PDF or CSV of dimensions). The agent extracts deck dimensions and scope clues from the measurement data.
The rep pastes or types any extra notes—material preferences, customer requests, site constraints. The agent reads the CompanyCam photos, voice-note transcripts, measurements, and notes together.
The agent reasons over the price book, measurements, and notes, then writes a draft estimate into a Google Sheet template. The rep reviews line items, adjusts descriptions or prices, adds/removes lines, and exports to PDF on iPad to share with the customer.
CompanyCam initial walkthrough +
Photos and auto-transcribed voice notes from the sales visit, captured on smartphone.
Polycam 2D measurement export +
Blueprint+Measurements PDF, CSV of dimensions, or another 2D measurement format (not 3D mesh). Contains deck dimensions and site layout.
Sales rep field notes +
Free-text notes on material preferences, customer requests, site constraints, or scope clarifications.
Google Sheets price book +
Your maintained price book with materials, labor, and quoting rules. Single tab or flexible structure. Agent reads it via API on every quote.
Manager-set gross-profit target +
Global margin multiplier (e.g., 50% default, 45% when slow, 65% when booked). Applied to every quote automatically.
Isolate initial walkthrough +
Agent sorts CompanyCam project media by date and extracts the earliest set (the sales visit photos and voice notes), excluding build-progress or final photos.
Extract measurements and scope clues +
Agent parses Polycam 2D export to extract deck dimensions, layout, and site constraints. Reads CompanyCam photo descriptions and voice-note transcripts to identify materials, scope phases, and customer requests.
Match price-book line items +
Agent reasons over measurements, photos, and notes to identify required materials and labor. Looks up each item in the price book. For unknown materials, searches Amazon B2B for approximate pricing and flags as 'estimate—to verify'.
Apply manager-set margin +
Agent applies the global gross-profit target to every line item. Cost basis is never exposed to the sales rep.
Write editable Google Sheet +
Agent copies the approved estimate template and writes line items, descriptions, and prices into the sheet. Includes West Coast Deck branding, sections matching your proposal format, and the CompanyCam timeline URL.
Editable Google Sheet estimate +
A copy of your approved template, pre-filled with line items, descriptions, and prices. Rep reviews, adjusts, and exports to PDF on iPad.
Line items with pricing +
Component-based line items (e.g., 'Demolition & Disposal $11,125', 'Deck Waterproofing $43,825') matching your proposal format.
Flagged estimate-to-verify items +
Any line item where the agent looked up pricing on Amazon B2B is marked 'estimate—to verify' so the rep can note it for the customer.
CompanyCam timeline link +
The project's CompanyCam timeline URL is automatically written into the Communication Plan section so the customer can follow build progress.
Is this for you?
- + Residential deck contractors - Sales reps and managers at deck builders who close $50k–$150k jobs and need same-meeting estimates to win deals.
- + Simple projects first - Squares, rectangles, single-system jobs—deck repair, balcony waterproofing, railing replacement, refinishing. The work that is 60% of your day-to-day.
- + Teams using CompanyCam and Polycam - You already capture site photos and LiDAR scans on smartphone. This agent turns those into estimates.
- + Price-book-driven quoting - You maintain a Google Sheet price book and want consistent, margin-controlled pricing across all jobs.
- + Manager-controlled margins - You want to adjust gross-profit targets by workload (raise when booked, drop when slow) without the sales rep seeing the underlying cost basis.
- - Complex multi-system projects - Jobs requiring structural engineering, multi-trade coordination, or laser-level design complexity. The rep will edit more or sell a design-build package instead.
- - Teams without Polycam 2D exports - The agent requires a 2D measurement export (Blueprint+Measurements PDF or CSV). If you only have 3D mesh files, the agent cannot extract usable dimensions.
- - Teams without CompanyCam API access - The agent reads photos and voice-note transcripts via the CompanyCam API. If API access is not available, the build is blocked.
- - Fully automated, no-edit estimates - This agent produces a draft estimate the rep reviews and adjusts. If you need 100% hands-off quoting, this is not the right fit.
Scoped build plus usage-based runs
DeckClose is a custom build tailored to your CompanyCam projects, Polycam measurements, Google Sheets price book, and West Coast Deck proposal format. Pricing covers the initial build, prototype review, and integration with your systems. Usage is metered per estimate generated.
- Scoped build: custom integration with CompanyCam API, Polycam 2D parsing, Google Sheets price book and estimate output, manager-only margin control, and West Coast Deck brand template.
- Usage-based runs: charged per estimate generated. Includes CompanyCam photo analysis, price-book lookup, Amazon B2B material search (if needed), and Google Sheet write.
- Price book maintenance: your global talent maintains the Google Sheet price book. No ongoing Sagan cost for price-book updates.
Can this generate an estimate for a complex multi-system deck project?
No. DeckClose targets simple projects first—squares, rectangles, single-system jobs like deck repair, balcony waterproofing, or railing replacement. For complex builds requiring structural engineering, multi-trade coordination, or laser-level design work, the rep will edit the estimate more heavily or sell a design-build package instead. This is a sales-process decision, not a tool limitation.
What happens if a material isn't in our price book?
The agent searches Amazon B2B for an approximate price and flags that line item as 'estimate—to verify.' The rep sees the flag in the editable Google Sheet and can note it for the customer during the meeting (e.g., 'Pricing subject to verification on final material selection'). The rep controls whether to adjust the price or remove the line before exporting to PDF.
Do we need to change how we capture Polycam measurements?
Yes. DeckClose requires a 2D measurement export from Polycam—either a Blueprint+Measurements PDF or a CSV of dimensions. Today your team captures scans and does measurements inside the Polycam app UI without exporting 2D files. You'll need to export the 2D format after each scan so the agent can extract usable deck dimensions. Confirm your Polycam tier supports 2D exports (the basic tier lists ~6 formats and may suffice).
Can the sales rep adjust prices in the estimate before sharing it with the customer?
Yes. The estimate lands in an editable Google Sheet on the rep's iPad. The rep can adjust line-item descriptions, prices, add or remove lines, and add notes directly in the sheet. Once the rep is satisfied, they export the sheet to PDF on the iPad to share with the customer in the meeting. The rep has full control—the agent produces a great draft, the rep finishes it.
How does the manager control pricing and margins across all estimates?
The manager sets a single global gross-profit target (e.g., 50% default, 45% when slow, 65% when booked out) that automatically applies to every quote. The sales rep never sees the cost basis or margin math—only the final priced line items. The manager can adjust the target any time without redeploys, and every subsequent estimate uses the new target. This lets you raise margins when you're booked and drop them when you need volume.
What if CompanyCam API access isn't available?
The build is blocked without CompanyCam API access. DeckClose reads photos and voice-note transcripts directly from CompanyCam via the API. There is no scraper or Chrome extension alternative. You'll need to provide the API token or Personal Access Token before engineering can build the image pipeline.
How long does it take to generate an estimate on-site?
The agent reasons over your CompanyCam photos, voice-note transcripts, Polycam measurements, and price book to generate a draft estimate. Rendering time depends on the complexity of the project and the AI model latency. The estimate streams to the rep's iPad so they see progress. Once the draft lands, the rep reviews and adjusts line items in the Google Sheet—typically a few minutes—then exports to PDF to share with the customer.
What's included in the pricing for DeckClose?
DeckClose is a scoped build that covers custom integration with CompanyCam, Polycam 2D parsing, your Google Sheets price book, manager-only margin control, and your West Coast Deck brand template. Usage is metered per estimate generated. Your global talent maintains the price book—there's no ongoing Sagan cost for price-book updates.
Ready to close deck deals at the kitchen table?
DeckClose turns your site photos and measurements into same-meeting estimates. Let's talk about your CompanyCam workflow, Polycam setup, and pricing rules.