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[Video] How To Break Down Proposals By Room

How To Break Down Proposals By Room in Tint Wiz

Written by Erik Devash

This guide shows you how to:

  • Break a flat glass proposal into individual rooms

  • Let customers choose which rooms they want

  • Offer both full-project and partial options


Why Separate Proposals by Room?

For residential and commercial jobs, customers often want to:

  • See pricing per room

  • Choose only certain areas to complete

  • Compare full project vs partial options

This setup gives them flexibility while keeping everything organized.


Step 1: Create a Full-Scope Solution

Start by creating a solution for the entire project:

  1. Add all rooms and services

  2. Set pricing for the full scope

  3. Click Save Solution

This gives the customer a “do everything” option.


Step 2: Create Individual Room Solutions

Now you’ll create separate solutions for each room:

  1. Click Add New Solution

  2. Enable Show full or partial scope

  3. Uncheck all rooms except the one you want included

  4. Select your film type

  5. Set or use the calculated price


Step 3: Allow Rooms to Be Combined

Before saving each room:

  • Enable Allow Select Together

This is key. It allows the customer to:

  • Combine multiple rooms

  • Build their own custom scope

  1. Click Save Solution

Repeat this process for each room.


Step 4: Send the Proposal

  1. Click Send Proposal

  2. The proposal is delivered via:

    • Text message

    • Email


Step 5: What the Customer Sees

When the customer opens the proposal:

  • The full project appears as one option

  • Each room is listed separately with pricing

  • They can:

    • Select the full project

    • Or choose individual rooms

    • Or combine multiple rooms

At the bottom, they can approve their selected options.


Example Structure

  • Full Home Tint (All Rooms)

  • Living Room

  • Kitchen

  • Entryway

Customer can pick any combination.


Key Takeaway

The flow is:

  1. Create full-scope solution

  2. Create individual room solutions

  3. Enable “Allow Select Together”

  4. Send proposal

This gives your customer flexibility while keeping your quoting process clean and professional.

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