01
Site visit
Terrace area, pergola footprint and ground slope measured.
Terrace and pergola estimates the customer accepts at the kitchen table.
Decking, substructure and the pergola from a measured footprint. LED lighting and steps as options the customer ticks.
Product preview. Helmar.AI is in development. The features shown are planned; accounts and integrations are not open yet.
- Footprint measured
- LED and steps as options
- Warranty on the page
A typical estimate
What a terraces & pergolas estimate looks like in Helmar.AI.
What the customer sees
- Area and pergola size as measured
- Add-ons the customer chooses
- Warranty terms on the page
Options the customer can tick
- LED lighting in the pergola+ €680.00
- Extra step to the garden+ €290.00
The total updates as the customer chooses; the choice is locked with the accepted version.
How a job runs
From the first visit to the final invoice.
02
Estimate
Decking per m² from an assembly; the pergola as one line.
03
Options
LED lighting, an extra step and sockets the customer ticks.
04
Advance
30% before the materials are ordered.
05
Work
Crew days with photos each evening on the customer’s page.
06
Handover
Walkthrough checklist, completion act, final invoice.
Features
The parts that matter on a terraces & pergolas job.
Terrace per m²
Boards, joists, fixings and labour from one measured area.
Add-ons the customer chooses
LED lighting and steps as clear options with their own price.
A handover checklist
Boards, drainage, louvres and lighting checked with the customer.
One accepted version
The customer accepts the exact version, with a name and a time. Changes become change orders.
Advance before you start
The advance request goes out with the acceptance. The job is created when the money is matched.
A crew app that works offline
Today’s jobs, checklists and photos on the phone, also without signal. No prices, no money.
Questions
Straight answers.
- Can the customer choose the pergola roof?
- Yes. Offer a louvred or a fixed roof as a choice; the total updates as they choose.
- How do I show the warranty?
- The warranty terms sit on the proposal, and the dates start from the completion act.
- Do my customers need an account?
- No. They open a page or PDF from your email, review the exact version and accept it.
- What does it cost?
- Planned Starter pricing is €39 monthly, or €372 per year (€31 a month), excluding VAT. Accounts are not open yet. Book a free demo to discuss the proposed plans.
See the preview
See how your next estimate could work.
Explore the product preview in a 20-minute demo. Accounts are not open yet. No card, no obligation.