Design to Contract Workflow
- 1Site visit completed and notes uploaded
- 2Automated proposal sent with material options
- 3Follow-up SMS sent every three days
- 4Digital signature and deposit received
Systems for Decking Professionals
Modern Systems for Custom Deck Builders
Deck builders earn their income through high-value outdoor construction projects involving complex material lead times and site permits. Money most often slips away during the design-to-contract phase when measurements are lost or when change orders are not documented and signed by the homeowner.
Home Services
- Missed Call Text Back
- Automated Estimate Follow-Up
- Digital Change Order Vault
- Inspection Reminders
- Project Completion Portal
How the business actually works
How the work flows, start to finish.
- 01
Lead Intake
Homeowners submit project details including preferred materials like composite or pressure-treated wood.
- 02
Site Visit
The team performs on-site measurements and assesses existing ledger board conditions or footing requirements.
- 03
Design Review
Renderings and material quotes are sent to the client for structural and aesthetic approval.
- 04
Contracting
Proposals are converted into digital contracts with deposit payment requests attached.
- 05
Permitting
Tracking the submission and approval of local building department permits and inspections.
- 06
Construction
Coordinating framing, joist installation, and decking boards with real-time crew updates.
- 07
Punch List
Reviewing rail caps, trim, and stain consistency before final sign-off.
- 08
Project Close
Final balance collection and automated requests for photography and reviews.
Where it leaks
Common problems for deck builders.
01
Proposal Stalling
High-end deck quotes often sit in limbo while homeowners compare materials or forget to reply. Without automated follow-up, these high-ticket projects slip through the cracks or go to competitors.
02
Change Order Disputes
Verbal requests to add extra stairs or lighting during the build lead to lost revenue and friction at final billing. Failure to capture digital signatures for variations causes significant margin erosion.
03
Permit Delays
Projects often stall at the city office, leading to frustrated clients and disrupted crew schedules. Manual tracking of permit status results in wasted days and logistical bottlenecks.
04
Material Inaccuracy
Ordering the wrong quantity of fasteners or composite boards can halt a project for days. Disorganized communication between the site and the office leads to expensive shipping fees for missed items.
05
Payment Lag
Waiting for paper checks for the final draw delays payroll and material vendor settlements. Lack of a digital payment portal creates unnecessary cash flow gaps after the project is complete.
What LATTICE can build
Systems built around how you work.
Missed Call Text Back
Instantly respond to homeowners looking for deck quotes when you are on a joist or at a permit office.
Automated Estimate Follow-Up
Drip sequences keep your design and quote top of mind for homeowners until they are ready to sign.
Digital Change Order Vault
Send quick SMS authorization links for mid-project additions to ensure every board and screw is paid for.
Inspection Reminders
Automated alerts to homeowners and crews regarding scheduled framing or final building inspections.
Project Completion Portal
A central link where clients can view their warranty information, care instructions, and pay the final invoice.
Portfolio Reactivation
Reach out to past clients when it is time for seasonal cleaning, staining, or structural check-ups.
Lead Qualification Chatbot
Filter for serious inquiries by asking about deck size, material preference, and budget before you book a site visit.
Example systems
What it looks like in practice.
Change Order Approval
- 1Builder notes structural change on site
- 2System generates a one-tap approval link
- 3Homeowner signs on their phone
- 4Invoice is automatically updated
Review Generation
- 1Final inspection marked as passed
- 2Thank you email sent with project photos
- 3Review request sent via SMS
- 4Positive feedback posted to public profile
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from deck builders
How does this handle different material tiers?
The system allows you to categorize leads based on their interest in composite, PVC, or natural wood. You can tailor your automated education and follow-up sequences to the specific benefits and price points of each material type.
Can we use this for subcontractors?
Yes. You can manage communication and schedule notifications for your framing crews and specialized railing installers. This ensures everyone is updated on site start dates and permit approvals.
Will this help with my backlog?
By automating the lead intake and qualification process, you spend less time on tire-kickers and more time on projects that fit your schedule. The dashboard provides a clear view of your pipeline to help you plan months in advance.
How are payments handled?
The platform integrates payment links directly into your invoices and contracts. You can set up automated triggers to request deposits before materials are ordered and final draws upon project completion.
Can I store project photos here?
The system acts as a central repository for site photos, permit documents, and signed contracts. This keeps your records organized for warranty claims or future maintenance work.