Why Does It Matter?
Creating a home improvement proposal allows you to capture the customer's information, define the project scope, and add the necessary details. Depending on the selected scope, you can add adders, discounts, financing, and, for gutter projects, create a gutter design.
What You'll Need
Access to the SubcontractorHub platform.
Customer information, including name, address, email, and phone number.
The project scope and relevant details.
Step-by-Step Instructions
Step 1: Start a New Customer
Go to "Customers" and click "New Customer".
Step 2: Enter Customer and Job Details
Enter the customer's address, name, email, phone number, and select "Home Improvement" as the job type.
Step 3: Select the Project Scope
Select the appropriate scope, either "Gutter" or "Others".
Step 4: Create the Customer
Click "Create Customer" to create the customer and project.
Step 5: Open the Customer Details
Click "View Detail" to open the customer's project details.
If You Select "Others"
Step 6: Add Project Adders
Go to the "Adders" section.
Select the adders required for the project.
You can also add a custom adder when needed.
Step 7: Add a Discount
Go to the "Discount" section.
Add the applicable discount.
You can also create a custom discount if required.
Step 8: Go to Financing
Navigate to the "Financing" section to select the appropriate financing option for the project.
If You Select "Gutter"
Step 6: Create a Gutter Design
Select the option to create a design for the project.
Step 7: Position the Crosshairs
Place the crosshairs over the center of the house. Click "Confirm".
Step 8: Turn On Edit Mode
Click the "Edit" toggle to enable editing.
Step 9: Add the Gutter
Add the required gutter to the design.
Step 10: Complete the Design
Click "Done".
Step 11: Exit Full-Screen Mode
Click "Exit Full Screen" to return to the project view.
Step 12: Turn Off Edit Mode
Turn off the "Edit" toggle.
Step 13: Save the Design
Click "Save" to save the gutter design.
The gutter details will appear above the design.
Step 14: Add Project Adders
Go to the "Adders" section.
Select the adders required for the project.
You can also add custom adders when needed.
Step 15: Add a Discount
Add the applicable discount.
You can also create a custom discount if required.
Step 16: Go to Financing
Navigate to the "Financing" section to select the appropriate financing option.
Pro Tip
For gutter projects, complete the design before adding pricing details. This ensures the gutter information is available when you move on to adders, discounts, and financing.
Real-World Example
A roofing contractor receives a request for a new gutter project. The sales rep creates the homeowner as a "Home Improvement" customer, selects "Gutter" as the scope, creates the gutter design, and saves it. They can then add project-specific adders and discounts before selecting a financing option, all within the same project.
Troubleshooting
Issue | Solution |
"Home Improvement" is not available as a job type | Confirm that you are creating the customer through the "Customers" section and have the required access. |
The proposal scope is incorrect | Review the selected scope before clicking "Create Customer". |
Gutter details are not appearing | Make sure the design has been completed, the "Edit" toggle is turned off, and you clicked "Save". |
You cannot find adders or discounts | Open the relevant "Adders" or "Discount" section from the project details. |
Financing options are not appearing | Check the project's financing configuration and available financing options for the selected project. |