Why is it important?
The new Home Improvement proposal flow guides you through the key details needed to set up a proposal. By selecting the right vertical, installer, sub job type, package, and scopes, you can create a proposal with the correct project information from the start.
What will you need?
Access to the Customers section.
The customer's:
First name and last name
Address
Phone number
Email address
The appropriate installer.
The relevant Home Improvement sub job type.
A suitable package.
The scopes you want to include in the proposal.
Step by Step Instructions
Step 1: Click “Customers” from the main menu.
Step 2: Click “New Customer”.
Step 3: Provide the mandatory details including first name, last name, address, phone number, and email address. Click “Next”.
Step 4: Select Home Improvement as the vertical and click “Continue”.
Step 5: Confirm the address in the next step. Click “Next”.
Step 6: Select the installer in the next step. Click “Next”.
Step 7: Select the sub job type. Click “Next”.
Step 8: Select package in the next step. Click “Next”.
Step 9: Select scopes and click “Finish”.
Note: Within the proposal details page, the financing and summary tabs have been combined into one tab called pricing.
Real Life Scenario
A sales representative receives a new home improvement project from a customer. They create the customer's profile, select Home Improvement as the vertical, confirm the project address, and choose the appropriate installer and sub job type. They then select the required package and scopes to complete the proposal setup.
Pro Tip
Before creating the proposal, make sure the required packages and scopes are already configured. This helps you move through the setup quickly and ensures the right options are available when creating the proposal.
Troubleshooting
I can't continue after entering the customer details:
Make sure all mandatory fields are completed, including the customer's first name, last name, address, phone number, and email address.
The required installer or sub job type is not available:
Check that the appropriate options have been configured and are available for the Home Improvement workflow.
The package I need is not available:
Make sure the package has been created under Manage Database → Home Improvement → Packages before starting the proposal.
I can't finish the proposal setup:
Make sure you have selected the required scopes before clicking Finish.