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Pre-sale software for remodelers & GCs

From kitchen-table visit to shipped proposal.

Lunchbx keeps the worksheet, estimate, approval, and customer proposal moving in one pipeline—so your team always knows what happens next.

  • Real pricing math
  • Admin approval
  • Branded proposals
Hernandez kitchenWorksheet
On-site estimateKitchen renovation
4 of 5 complete
Cabinet installation$8,400
Countertops$4,850
Electrical allowance$2,200
Estimate total$24,680
Ready for admin reviewSubmit
Pricing math checkedReady for approval

One connected handoff

Capture. Approve. Send.

Each step picks up where the last one ended. No duplicate entry, mystery spreadsheet, or proposal assembled from an email thread.

  1. 01

    Capture the visit

    Triage the lead, schedule the appointment, and give your rep one guided worksheet for scope, selections, quantities, and real pricing math.

  2. 02

    Approve the estimate

    Send completed estimates to an admin queue where pricing and margin can be reviewed before anything reaches the customer.

  3. 03

    Ship the proposal

    Turn the approved estimate into a branded customer proposal, then track sent, won, lost, and follow-up work in the same pipeline.

Built around the real pre-sale day

The work around the estimate belongs in the system, too.

Start clean

Lead intake that gets the next step right

Capture the essentials, triage fit, and move qualified work into an appointment without rebuilding the record later.

Run the day

Appointments and Today, in one view

See the visits ahead and the work that needs action now—from unfinished worksheets to estimates waiting on approval.

Stay honest

A pipeline that includes the hard parts

Needs Attention keeps follow-up visible. Won and lost outcomes stay explicit, so the board reflects what actually happened.

Why Lunchbx

Keep every promise between the visit and the proposal.

Lunchbx gives field reps a clear way to capture the job and gives admins a clear place to protect pricing before the proposal goes out.

  • Today surfaces appointments and next actions
  • Needs Attention makes stalled work visible
  • Team, settings, and the GoHighLevel integration support the workflow

Book a live walkthrough — no commitment.

Your next proposal starts here

See the whole pre-sale workflow in one Lunchbx demo.