Introduction
You know the story. You leave a site with solid notes in your head and a few photos on your phone. By the time you sit down to type, details blur, and the scope turns vague. This piece shows why capturing work with your voice and photos—right there on site—cuts errors, speeds approval, and gets you to invoice faster. We’ll cover the problem, how Donizo’s voice-to-proposal flow solves it, how to use it in the real world, and the results contractors are seeing.
Table of Contents
Key Takeaways
- Many contractors report saving 30–60 minutes per proposal by dictating scope instead of typing, with fewer back-and-forth emails.
- In general, photo-backed proposals cut clarifications by around one third because clients can “see” the assumptions.
- Commonly, same‑day proposals increase acceptance noticeably—often in the 15–25% range compared to next‑week quotes.
- It’s common for e‑signed proposals to shorten decision cycles from a week to 1–2 days, especially on small works.
The Problem: Missed Details, Slow Proposals
Where Errors Creep In
- Rushed notes: You scribble in the van, then reconstruct later. That’s where measurements and access notes go missing.
- Vague scope: “Make good” or “replace like for like” invites interpretation—and disputes.
- Delay: If the proposal lands days later, momentum dies. Clients forget the walk‑through details.
According to day‑to‑day contractor experience, a good chunk of callbacks and margin hits come from scope gaps—little things like disposal, making good, or isolating services. It’s common for these to chew up an extra hour or two on small jobs and cause awkward conversations about extras.
What It Costs You
- Time: Admin drags into evenings. Many small teams estimate losing 2–3 hours per week to re‑typing and chasing clarifications.
- Trust: A generic PDF without photos looks like every other quote on the pile.
- Cash flow: Slow proposals lead to slow acceptance, which pushes out start dates and invoicing.
The Feature: Voice To Proposal Explained
What It Does
Donizo’s voice‑to‑proposal lets you capture project details on site—voice notes, text, and photos—and turns them into a clean, professional proposal you can send the same day. That proposal can be e‑signed by the client, and once accepted, you can convert it to an invoice in one click.
Why It Works For Contractors
- You talk faster than you type. Dictation captures site nuance—access times, surface conditions, hidden risks—without losing detail.
- Photos remove ambiguity. Clients, neighbours, and building managers all “see” the conditions you priced.
- Structure beats rambling notes. The workflow nudges you into a clear scope that’s easy to approve.
Plans That Fit
- Discover (Free): Unlimited proposals using voice/text/image, e‑signature, and PDF export (with watermark). Great for testing the workflow on real jobs.
- Ascension (Paid): Everything in Free plus custom branding (logo and company details), invoicing and payment tracking, basic templates, analytics dashboard, priority support, and no watermark PDFs.
- Autopilot (Paid): Everything in Ascension plus advanced templates, a margin estimator for pricing, multi‑language support, and work report exports.
How It Works On A Real Job
Step‑By‑Step On Site
- Speak the scope: Dictate line by line—“Supply and fit 6m of aluminium trim, replace 2 damaged boards, prime and apply two coats, protect hallway with floor runners.”
- Add photos: Snap the substrate close‑ups, access route, parking constraints, and any pre‑existing damage.
- Add clarifying text: Measurements, finish spec, lead times, and exclusions.
- Generate the proposal: Donizo structures it into a professional PDF you can send immediately.
In general, this process takes 10–15 minutes on a small job instead of the 30–45 minutes many contractors spend typing later.
Example: Small Carpentry Repair
- Old way: Notes in phone, proposal sent two days later, client asks three clarification questions, approval on day six.
- Voice‑to‑proposal: Scope captured on site with photos of rot, note on damp source excluded, PDF sent the same afternoon, e‑signed next day.
Result contractors often report: 1–2 days shaved off decision time and fewer “Can you just…” messages after starting.
Comparison: Before vs Voice‑To‑Proposal
| Feature | Current State | Improvement |
|---|
| Scope Detail | Short, generic lines | Line‑by‑line scope captured by voice |
| Visual Evidence | Few or no photos | Photos attached for each area |
| Turnaround | 2–5 days typical | Same day or next day |
| Approval Steps | Multiple clarification emails | Fewer questions, decision faster |
| Admin Time | 30–45 minutes per small job | 10–15 minutes on site |
From Proposal To Yes: Send And E‑Sign
Sending That Gets Read
- Branded PDFs look credible. Ascension and Autopilot remove watermarks and add your logo and company details.
- Email delivery with client portal access makes it simple for the customer to view everything in one place.
Contractors often find that professional‑looking proposals are opened and read quicker, especially when photos are embedded.
E‑Signature Without Friction
- Clients can sign digitally for legally binding acceptance. No printing. No scanning.
- Clear scope and photos reduce objections. When they can see the substrate conditions, it’s easier to say yes.
It’s common for e‑signature to cut approval time from a week to 1–2 days on small works. In general, same‑day proposals see noticeably higher acceptance than those sent days later.
Example: Electrical Call‑Out Turned Small Project
A sole trader captures faults and board condition via photos, dictates the remedial scope, and sends the proposal before leaving the street. The homeowner signs that evening. The next morning, access and time window are already agreed—no extra admin.
After Acceptance: Convert To Invoice, Track Payments
From Yes To Cash Flow
- Convert accepted proposals to invoices in one click. No re‑typing.
- With Ascension and Autopilot, track payments against those invoices so nothing slips through the cracks.
Many contractors report that reducing duplication (proposal → invoice) saves 10–15 minutes per job and eliminates copy‑paste errors that cause payment delays.
Margins And Templates (Autopilot)
- Margin estimator helps pressure‑test pricing before you send—handy when material or labour rates are moving.
- Advanced templates keep recurring scopes tight and consistent.
In general, contractors using consistent templates find rework on documents drops, and the team spends less time reinventing descriptions for common tasks.
Example: Bathroom Make‑Good After Leak
- Voice capture on site with photos of plaster damage and moisture staining.
- Proposal sent same day, e‑signed next day.
- Converted to invoice on acceptance, payment tracking enabled.
Outcome often seen: admin reduced by roughly half on that small ticket, with clearer expectations around what’s included in making good versus root‑cause plumbing work.
Frequently Asked Questions
Are Digital Signatures Legally Binding For Home Improvement Work?
Yes. Donizo’s e‑signature integration produces a legally binding acceptance in typical residential contexts. Always include clear scope, price, and terms in the document you send for signature. If you work under specific regional consumer rules, include your standard conditions within the proposal PDF so the client sees everything before signing.
What If My Scope Is Complex Or Multi‑Trade?
Break it down by area or work package as you dictate. Use photos per area. Many contractors find that room‑by‑room or package‑by‑package notes keep the client aligned and reduce later change discussions. Autopilot’s advanced templates help keep recurring multi‑trade scopes tidy.
Can I Use This On The Free Plan?
Yes. The Discover plan supports unlimited proposals with voice/text/image capture, e‑signature, and PDF export (with watermark). If you want custom branding, no watermark, invoicing, payment tracking, and analytics, step up to Ascension. Autopilot adds advanced templates, a margin estimator, multi‑language support, and work report exports.
Do Photos Really Make A Difference On Small Jobs?
Commonly, yes. Photo‑backed proposals reduce clarifications because the client can see the context—substrate issues, access constraints, existing damage. Many contractors observe that this alone trims follow‑up emails by around a third.
How Fast Can I Realistically Turn Around A Proposal?
For small works, capturing voice notes and photos on site typically allows a same‑day send. Many contractors report a 10–15 minute on‑site wrap‑up versus 30–45 minutes at night in front of a laptop. Faster send usually means faster yes.
Conclusion
Talk it through on site. Add the photos that tell the story. Send a clean, branded PDF the same day and let the client e‑sign without friction. Then convert that acceptance into an invoice in one click and keep payments visible. That’s the flow that cuts scope errors, shrinks admin, and gets you on site sooner. If you’re ready to try it, start with the free Discover plan on Donizo, then move to Ascension or Autopilot when you want branding, invoicing with payment tracking, templates, and margin support.