You researched the options and matched them to the budget, then put together a selection your client can actually afford and will actually like. Then you send a PDF and wait.

The client isn't sure what they're looking at. Someone who wasn't in the meeting needs to weigh in. There's another round of revisions on a tile or fixture option. By the time you have a clear yes, you've lost a week and your contractor has moved to another job. Then you manually translate their scattered email responses into purchase orders, item by item.

Tote is the client-facing portal on top of whatever you already use. You don't have to switch your estimating or project management software.

• Each product presented with images, specs, and pricing — in a link clients open on their phone
• Clients approve item by item. You know exactly what's confirmed.
• Payment happens at approval, in the same session.
• Confirmed selections sync to your ordering workflow. You place orders based on what was actually approved.
• Your contractor shows up to a project with a confirmed, ordered product list.

• Remodeling companies that curate product selections for clients and order on their behalf for contractor installation
• Teams currently presenting via PDF, email, or spreadsheet and collecting approvals manually
• Businesses losing contractor schedule time to slow client approvals
• Remodelers who want the presentation to reflect the quality of the curation work that went into it

Tote is in pilot with a select group of remodeling businesses. Book a 30 minute call and we'll show you what the client approval and ordering flow looks like for your specific workflow.