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
- Touch Install Button to select compatible parts
- Touch Review button to display system Design Considerations
- In the Navigation Menu select View Schedule
- Touch Completed
- Job data is sent to the Management Portal at Job Completion
Navigation Menu - More Settings |
- In the Navigation Menu, scroll to More
- Select Settings
- Visit My Profile to change your user information and password
- Please logout of the app at the end of each week. It's Good Housekeeping!
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