The problem
A single number invites a customer to shop it around. Three options framed around the customer's situation make it easier to say yes to one of them. Writing them takes time though, because each option needs a plain explanation of what changes and why it costs more.
What Cowork does
- When a quote request is marked as a replacement job (a tag or a word in the notes), a daily task picks it up.
- It reads the job notes and pulls three option sets from a price-book sheet the owner maintains (for example: repair, standard replacement, high-efficiency replacement).
- It writes a short description of each option in plain words: what's included, warranty, and who it fits.
- It leaves the text in a Google Doc linked to the request, ready to paste into the quote.
Where the draft lands
A Google Doc per job with three option descriptions and prices from the price book.
What stays with you
Choosing which options make sense for this house and setting final prices.
Option A, repair: replace the failed capacitor and contactor. Gets you through the season; the unit is 16 years old.
Option B, standard replacement: 14.3 SEER2 system, 10-year parts warranty when registered.
Option C, high-efficiency: variable-speed heat pump, quieter, lower bills; check the utility's rebate page for current amounts.
Watch-outs
- Don't let the options drift from what you actually install. Review the option sheet each season.
- Efficiency or rebate claims should come from the manufacturer or utility page, not from the draft.
Questions owners ask
Do three options really help?
Many contractors use them. We haven't seen a reliable study for small shops, so treat it as something to test with your own win rate.
Can it put the options straight into Jobber?
Not with the official connector. With Composio it can draft a quote, if available. Copy-paste from the doc is the simple version.