App Training 2 Session Video and Script

Topics Include:

Schedule a Job(Sales Call)
Attach a Form (Site Survey)
Adjust sale price (Install Button: overall job costs, labor, materials)
Customize quote PDF for your Customer (Proposal and Option Name, Description, Line item discounts, line item pricing, Why Choose Us Bullet Points
Add another quote to the sales call
Build an SZ Ductless system
Navigation Menu - App User default settings

Video Script:

Look for a downloadable slide presentation at the end of this article.

Schedule a Job (Sales Call)

Schedule your sales calls before you leave the office. All of the customer information will auto-populate in the customer quote and the site survey when you open the quote.

Select Schedule Jobs in the Navigation Menu

Search for an existing customer or add ("+") a new customer customer

Enter the date and time. Job Info, Notes, and Items are optional. Everything entered here will be visible in the app schedule.

Attach a Site Survey (Form)

Open Form button is only available when you have arrived on the job. Make Open Form part of your workflow so that you can revise the form at a future date.

Select view schedule in the navigation menu

Touch Accept and then Arrive.
Open Form Button

Complete the Form (Site Survey) and touch Close to return to the schedule

Pricing Adjustments

Pricing adjustments can be made while you are building a quote. Adjustments can be made on the option, accessory, add-on, and materials tab.

From the schedule, touch the Present button to return to the homescreen.

Touch the customer's name to open the quote.

Option tab pricing adjustments can be made in 3 locations.

1) Install button (Overall Job Costs, Install Manager labor and kit items)

2) Total product discount (Line-Item discounts)

3) Suggested Retail Price (Hidden Pricing adjustment)

Install button: Overall Job Costs, Install Kits, and Labor Options

Build a system on the option tab
Touch the Install Button
Adjust Overall Job Costs
Adjust Labor Hours and Install Kit items (Install Manager features)

Total Product Discount

Touch the words "Total Product Discount" to enter a line item discount. Discounts entered here will display on the quote.

Suggested Retail Price

Touch the words "Suggested Retail Price" to enter a hidden pricing adjustment. An adjustment made here will not appear as a line item on the quote.

Accessory, Add-On and Materials Tabs

Additional Accessories, Services, and Materials may be added on the tabs.
Accessories and Services can be discounted. Touch the $ amount on the subtotal line to discount.
Adjust material pricing as you build the quote

Use the "+" to add accessories, services, and materials "on the fly." Enter the Sale Price

Customize the quote PDF

Personalize a quote at the POS for the best win rates.

Touch the Customize button

Enter a unique Proposal Name
Customize the Option Name and Description to fit the needs of your customer
Adjust Proposal PDF settings; we recommend showing model numbers and line-item discounts. We also recommend turning off line item pricing this allows you to present a system price to your customer.
Show/Hide Bullet points button allows you to choose the PDF "Why Choose Us" bullet points that apply to your customer

The Proposal Name, Option Name and Description, and Proposal Settings can be set as user defaults in the App Navigation Settings Menu. Company admins can set company-wide defaults in the Management Portal Settings Menu.

Add Additional Quotes to an Open Job

Don't start a new job when you need more than 3 options for a sales call.
Simply return to the Home Page
Touch the Customer Name
Select Create New

Build a Single-Zone Ductless System

Select the Ductless tab on the Option Tab
Enter Regional specific Design Criteria. These values are used for system piping, temperature and altitude correction calculations.
Select the Outdoor Unit first
Touch Layout to lay the system out.

Location, distance, height and bends are required fields
If the equivalent distance is used, enter 0 for the number of bends
Distance values are used for system piping derates and lineset lengths
Save to return to Option ductless tab

Select the Indoor Unit
Touch the tan box under the progress bar to open the Indoor Unit Selection tool

Touch the Indoor Unit image
Dropdown will display compatible Indoor Units that fall within the available BTU's of the ODU selected
Touch Save to return to the Option Ductless Tab