LEARN HOW TO USE THE APP
Learn How to Use the App Series
- Install the App on Your Tablet
- Install Sales Builder Pro on your Android Device
- Build a Quote - Flowchart
- Build Your First Quick Proposal in less than 5 minutes! (Release 8)
- Discount equipment, accessories and services
- Add Overall Job Items to a Proposal
Learn How to Use the App in Less than 60 Minutes!
Navigation Menu
How Do I Start a Job?
Build a System
Accessories, Additional Services and Materials
Signature
- Getting Started - Signature Tab (Release 8)
- Notes & Payment, Total Investment (Release 8)
- How do I Enter Mail-In Rebates? (Release 8)
- Final Notes - Install Date, Customer Notes, Office Notes (Release 8)
- Final Notes - Settings
- Final Notes - Taxes & Fees (Release 8)
Deal Manager - Remote Acceptance
Complete a Job
Frequently Asked Questions
- Can I use my log-in on different tablets?
- Why is there a delay when sending a customer email from the signature tab in the app?
- What happens when I edit an old quote AFTER a Business Rule Change?
- What happens when I edit an old proposal after a pricing update?
- Is there a way to get a proposal more than 1-year old back onto the tablet?
- How to send a Proposal via DocuSign