Bearfish
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How it works

Five connected steps from walkthrough to paid.

Bearfish keeps the quote, customer decision, job, and payment together—so approved work does not disappear into another spreadsheet.

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The workflow

The scope moves forward. The context stays put.

Each stage carries the information the next one needs, from the first priced scope through the last customer payment.

  1. 01 ·  Draft

    Build from your catalog

    Add real products and labor from your catalog, or use a guided system to shape the scope. Set pricing and margins, organize the work into sections, and offer customer-selectable options when the job calls for them.

    • Reuse catalog items and labor rates instead of re-entering them.
    • Group rooms, systems, or phases into sections customers can follow.
    • Use guided questions to propose products and quantities for common systems.

  2. 02 ·  Sent

    Share a link, not an attachment

    Send the customer a clean, private quote page that works on any device. They can review the scope and offered choices without creating an account; a PDF remains available when procurement needs one.

    • Make the current quote easy to open from a private link.
    • Let the customer review offered options alongside the base scope.
    • Keep a sent revision of the scope the customer received.

  3. 03 ·  Viewed

    Follow up while the job is warm

    Bearfish records when the quote has been opened and keeps its status visible with the customer and job context. Your team can follow up from a shared signal instead of guessing from the inbox.

    • See the quote move from sent to viewed.
    • Keep the customer, scope, and current status together.
    • Give the office a clear next step without relying on read receipts.

  4. 04 ·  Accepted

    Secure the work and the deposit

    Customers can accept online and continue to Stripe checkout when a deposit is required. Their decision, selected options, and payment state stay connected to the quote.

    • Capture a clear accept or decline decision online.
    • Keep customer-selected options with the accepted scope.
    • Calculate the deposit from the percentage configured on the quote.

  5. 05 ·  Job

    Deliver through final invoice

    Carry the approved scope into job phases, dates, and field capture. Document additions with customer-approved change orders, then invoice the remaining balance with the paid deposit accounted for.

    • Keep phases, dates, and field updates around the same job.
    • Send written change orders for customer review and approval.
    • Invoice the remaining balance with the deposit already paid accounted for.

One workflow. No re-entering the same job five times.

Start with the full Crew experience free for 14 days. No credit card required.

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