Free OpenClaw Skill for Deck Building Companies: Proposal and Financing Agent (Download)

What this skill does for your deck building companies

• Drafts material-keyed proposals (Trex Transcend, Trex Enhance, TimberTech Azek, TimberTech Vintage, pressure-treated southern yellow pine) with linear-foot framing and square-foot decking pricing.
• Inserts the IRC R507 compliance language (joist span, ledger flashing, post anchor, guardrail height) into every proposal as a homeowner-readable note.
• Routes financing-curious customers to GreenSky, Hearth, or Service Finance with a soft-pull pre-qualification link and the monthly payment estimate at your typical APR.
• Schedules the permit pull, the rough framing inspection, and the final inspection with the local building department on a per-jurisdiction basis.
• Compiles the spring re-engagement queue for last-year's quoted-but-lost prospects so the estimator does not have to dig through their notes in March.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: deck-builder-proposal-and-financing
description: Material-keyed proposals with IRC R507 compliance language, GreenSky and Hearth financing handoffs, and permit-and-inspection scheduling for deck builders. Integrates with JobTread, Buildertrend, CoConstruct, JobNimbus.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/deck-builders
---

# OpenClaw Skill: Deck Builder Proposal and Financing Agent

## Overview

This skill turns the OpenClaw agent into the proposal-drafting and financing-
handoff layer for a deck building company. It owns material-keyed proposals,
IRC R507 compliance language, financing partner handoffs (GreenSky, Hearth,
Service Finance), permit scheduling, and the spring re-engagement queue for
last year's lost prospects.

It is designed for deck builders running 1 to 6 crews, with 400 to 3,000
active customer records, on JobTread, Buildertrend, CoConstruct, or JobNimbus.

## What this skill does

1. Drafts material-keyed proposals from your published rate card
2. Inserts IRC R507 compliance language as a homeowner-readable note
3. Routes financing-curious customers to GreenSky, Hearth, or Service Finance
4. Schedules permit pulls, rough framing inspections, and final inspections
5. Compiles the spring re-engagement queue for last year's quoted-but-lost
6. Routes proposals over $40,000, custom multi-level work, and engineer-
   required jobs to a human by default

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * *"           # Daily 8am
    action: triage_overnight_leads

  - type: heartbeat
    schedule: "0 9 * * 1"           # Mondays 9am
    action: review_outstanding_proposals

  - type: heartbeat
    schedule: "0 7 1 3 *"           # March 1, 7am
    action: compile_spring_re_engagement_queue

  - type: on_event
    event: crm.proposal_drafted
    action: insert_irc_r507_block_and_financing

  - type: on_event
    event: crm.contract_signed
    action: schedule_permit_and_inspections

  - type: on_event
    event: crm.job_completed
    action: log_to_referral_memory
```

## Workflow: material-keyed proposal drafting

When the estimator returns from a site walk, the agent:

1. Reads the deck dimensions, material choice, stair count, and detail level
2. Looks up the material in the rate card (Trex Transcend, Trex Enhance,
   Trex Select, TimberTech Azek, TimberTech Vintage, pressure-treated SYP,
   cedar, ipe)
3. Calculates linear-foot framing cost and square-foot decking cost
4. Adds per-stair-run, per-railing-foot, and per-detail-element pricing
5. Inserts the IRC R507 compliance block
6. Inserts the financing block if the customer's notes indicate financing
   interest
7. Routes to the estimator for sign-off

For custom multi-level decks, pergolas, outdoor kitchens, and any job needing
a stamped engineering letter, the skill routes to a human.

## Workflow: IRC R507 compliance language

The agent inserts a homeowner-readable summary of how the deck meets IRC
R507 (the residential deck code adopted by most US jurisdictions):

- Joist span: calculated from the joist spacing (12, 16, or 24 inch on
  center) and the material (PT 2x8, 2x10, etc.)
- Ledger flashing: detail and Z-flashing language
- Lateral load anchor: Simpson DTT2Z or equivalent per IRC R507
- Footing depth: matched to the customer's frost line
- Guardrail: 36-inch height (or 42 in some jurisdictions), under-4-inch
  baluster spacing
- Post anchor: Simpson PB66 or equivalent

The exact engineering belongs to the deck builder. The skill standardizes
the customer-facing language so every proposal communicates the same code-
compliance story.

## Workflow: financing partner handoff

When the customer notes indicate financing interest, the agent inserts the
financing block:

- Monthly payment estimate at your typical promotional APR
- Soft-pull pre-qualification link to your GreenSky or Hearth dashboard
- Brief note on the most common promotional offer (12-month no-interest,
  84-month at 9.99% APR, etc.)
- The friction-reducing line: "you can pre-qualify in 2 minutes, no impact
  to your credit"

The skill will not invent APRs. The APR and promo offers come from your
partner agreement, set in the config block.

## Workflow: permit and inspection scheduling

When the contract is signed, the agent:

1. Pulls the jurisdiction from the customer's address
2. Drafts the permit application package
3. Schedules the permit pull appointment with the office
4. Schedules the rough framing inspection appointment after framing is up
5. Schedules the final inspection after stair, railing, and decking is done
6. Tracks each inspection's pass-or-fail status

The skill does not auto-submit permits. Permit submission is the licensed
contractor's responsibility. The agent drafts and schedules; the human
files.

## Workflow: spring re-engagement

On March 1 the agent compiles the spring re-engagement queue:

- Last year's quoted-but-lost prospects
- The year-before-that prospects who never moved forward
- Any customer who said "not ready, ask me later" in the notes

For each, the agent drafts a personalized re-engagement message:

- References the original quote's material and design
- Notes the year-over-year material price change
- Offers a free site re-walk if the design needs updating
- Includes a financing block if the customer's original objection was price

A representative deck builder we have scoped with sees 8-15 spring
conversions per year from this single workflow.

## Memory keys

```yaml
memory:
  - key: deck.proposal[{proposal_id}]
    description: Proposal state and material breakdown
    schema: { material: string, square_feet: int, stair_count: int, total_price: number, status: string }

  - key: deck.permit_state[{job_id}]
    description: Permit and inspection tracking
    schema: { jurisdiction: string, permit_pulled: bool, rough_framing_inspection: enum, final_inspection: enum }

  - key: deck.financing_offered[{proposal_id}]
    description: Financing partner offered and customer response
    schema: { partner: string, prequal_link_sent: bool, prequal_completed: bool, financed_amount: number }

  - key: deck.spring_reengagement[{customer_id}]
    description: Last year's quoted-but-lost state for spring outreach
    schema: { original_quote_date: date, original_material: string, original_price: number, objection: string }
```

## Message templates

```yaml
templates:
  proposal_composite_single_level:
    channel: email
    subject: "Your deck proposal from {company_name}"
    body: |
      Hi {customer_first_name},

      Thanks for having {estimator_first_name} out. Here is the proposal for
      the {deck_dimensions} {material_brand} {material_color} deck we walked.

      Scope:
      - Decking: {material_brand} {material_line} in {material_color},
        {square_feet} sq ft
      - Framing: {framing_material} on {joist_spacing} centers
      - Stairs: {stair_run_count} stair run with {stair_step_count} steps
      - Railing: {railing_linear_feet} ft of {railing_style}
      - Detail: {detail_elements}

      Total: {total_price} including permit pass-through ({permit_estimate})

      Timing: {expected_build_days}-day build once we have the permit and
      inspections lined up.

      Code compliance: this design meets IRC R507 with ledger flashing per
      IRC R703.4, joist span sized for {joist_spacing} on center, guardrail
      at {guardrail_height} inches with sub-4-inch baluster spacing, and
      lateral load anchor per IRC R507.9.2.

      {financing_block}

      Quote is good for 30 days. Want me to move to contract?

      {estimator_first_name}
      {company_name}

  financing_block_greensky:
    channel: inline_in_proposal
    body: |
      Financing: GreenSky offers {monthly_payment_estimate}/mo on this build
      at our standard {promo_apr_label}. Pre-qualify in 2 minutes with a
      soft credit check (no impact to your score):
      {greensky_prequal_link}

  spring_reengagement_price_objection:
    channel: email
    subject: "Spring deck season at {company_name}"
    body: |
      Hi {customer_first_name},

      Last spring I quoted you a {original_material} deck at
      {original_price_formatted}. You held off on the timing.

      A couple of things have changed since then:

      1. Composite pricing settled a bit on {material_brand_changed_lines}
      2. {company_name} now offers financing through GreenSky at
         {current_promo_apr} so the up-front number does not have to be the
         whole conversation
      3. We are booking spring builds now and the calendar fills by April

      Want me to come back out for a quick re-walk? Or I can re-run the
      original quote at this year's numbers and send it over.

      {estimator_first_name}
      {company_name}

  permit_inspection_scheduling:
    channel: sms
    body: |
      Hi {customer_first_name}, this is {company_name}. We pulled your deck
      permit today (number {permit_number}). Rough framing inspection
      scheduled for {rough_framing_date}. Final inspection scheduled for
      {final_inspection_date}. We will text you the morning of each so you
      can plan around it.

  irc_r507_homeowner_block:
    channel: inline_in_proposal
    body: |
      Code compliance summary (IRC R507, the residential deck code):

      - Ledger board: through-bolted with structural lag screws per IRC
        R507.9.1, Z-flashed at the house wall
      - Joist span: {joist_size} on {joist_spacing} centers, sized for the
        {decking_thickness} composite span rating
      - Lateral load: Simpson DTT2Z hold-downs at two locations per IRC
        R507.9.2
      - Footings: {footing_depth} inch depth (matched to local frost line),
        concrete piers with adjustable post bases
      - Guardrail: {guardrail_height} inches, sub-4-inch baluster spacing
        per IRC R312
      - Stair geometry: {stair_rise_run_summary}
```

## Required integrations

| Integration            | Purpose                                       | Read | Write    |
|------------------------|-----------------------------------------------|------|----------|
| JobTread               | Projects, proposals, scheduling               | yes  | optional |
| Buildertrend           | Projects, financials                          | yes  | optional |
| CoConstruct            | Projects, communication                       | yes  | optional |
| JobNimbus              | Leads, quotes                                 | yes  | optional |
| GreenSky               | Financing pre-qual link, monthly estimate     | yes  | yes      |
| Hearth                 | Financing pre-qual link, monthly estimate     | yes  | yes      |
| Service Finance        | Financing pre-qual link                       | yes  | yes      |
| Local permit portal    | Per-jurisdiction permit submission tracking   | yes  | no       |
| Twilio (or similar)    | Outbound SMS                                  | no   | yes      |
| Email provider         | Outbound email                                | no   | yes      |
| OpenClaw Memory        | Cross-run state                               | yes  | yes      |
| OpenClaw Heartbeat     | Scheduled cadence triggers                    | yes  | yes      |

Permit portal integration is jurisdiction-specific. Many municipal permit
systems are still browser-form-based; the skill drafts the application and
flags the office to file rather than auto-submitting.

## Compliance notes

The skill will not auto-submit permits or sign anything on the contractor's
behalf. The IRC R507 language is a homeowner-facing summary, not a
substitute for the engineering judgment of the licensed deck builder.

The financing partner block follows GreenSky, Hearth, and Service Finance
compliance language. APR and promotional offers reflect your partner
agreement, not the skill's training data.

## Configuration

```yaml
config:
  company_name: "Your Deck Builder"
  approval_mode: estimator_approves_all   # or "autonomous_after_2_weeks"
  rate_card:
    trex_transcend_per_sqft: 102.50
    trex_enhance_per_sqft: 78
    trex_select_per_sqft: 62
    timbertech_azek_per_sqft: 115
    timbertech_vintage_per_sqft: 95
    pressure_treated_per_sqft: 38
    cedar_per_sqft: 72
    ipe_per_sqft: 145
    stair_run_4_step: 1850
    railing_per_linear_ft: 65
  financing_partners:
    - name: GreenSky
      promo_label: "84-month at 9.99% APR"
      prequal_url: "https://app.greensky.com/prequal/{merchant_id}"
    - name: Hearth
      promo_label: "12-month no-interest if paid in full"
      prequal_url: "https://hearth.com/prequal/{partner_id}"
  jurisdictions:
    - name: "Anytown City"
      permit_fee: 385
      rough_framing_lead_time_days: 5
      final_inspection_lead_time_days: 3
  autonomous_proposal_threshold: 25000
  spring_reengagement_trigger_date: "March 1"
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv deck-builders.md ~/.claude/skills/deck-builder-proposal-and-financing.md
# Edit the config block to match your company
```

Launch OpenClaw and the skill is live. Run `compile spring re-engagement queue`,
`review outstanding proposals`, or `triage overnight leads` to invoke it on
demand, or wait for Heartbeat.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your specific
CRM, your composite supplier pricing, your financing partner setup, and your
jurisdictional permit logic on a fixed-price two-week clock, with the founder
writing every line of the build, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded deck-builders.md as ~/.claude/skills/deck-builder-proposal-and-financing.md (or scope it in your project-level .claude/skills/). OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect your JobTread, Buildertrend, CoConstruct, or JobNimbus

   Edit the integrations block to point at your CRM API and your published material-and-labor rate card. Read access to leads, projects, and proposals is enough to start. Financing partners (GreenSky, Hearth) need a referral URL or affiliate code.

3. 3

   Launch in approval mode, then move to autonomous on safe templates

   Start with the estimator approving every proposal and financing handoff for two weeks. The skill's defaults route proposals over $40,000, custom-detail jobs (pergolas, outdoor kitchens, multi-level decks), and any job needing a structural engineer to a human. After two weeks, flip standard single-level composite proposals to autonomous.

Example conversation

Common questions

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