Estimates
As of 12/9 this Estimates section replaces the previous Attachments section and Payments section.
The Estimates section allows you to view any documents that were created and saved in the SalesPro app. Documents include completed contracts, proposals, results report, and custom option docs. You can now search instantaneously these documents by Customer, User, Date, Office, and Results. The new Results picker lets you filter by sale, no sale and not resulted for even further ease of access. On top of that documents will now be color coded as sold for green, not sold for red and yellow for not resulted. You will also be able to view the sale price and of these documents directly on the Estimates screen.
Estimate Break Down
Activity Logs
The Estimates section also contains a Log report which tracks important information about the appointment. The system logs the date and time the user was in a particular section of the SalesPro app. This is particularly useful for keeping track of the user’s activity, as well as monitor what time the documents were sent and what time the appointment was resulted. To view the Logs, simply click theHow Activity Logs Work
- SalesPro starts logging the appointment when the user taps the Clear button and creates a new customer or selects an appointment from the calendar.
- Every action from here on out will be logged and attached to this estimate.
- The logs are finalized and submitted once the user results the lead by tapping Results > Save
Send Payment Request
You are now able to send Payment Requests to customers through the Estimates page. This is particularly useful if a customer wants to use a different payment method than what is currently on file. To use this feature, click- Office
- Which office you want to make the payment request from
- From
- Whether you want the payment request to be sent from your email address or from noreply@leaptodigital.com
- To
- Which office you want to make the payment request from
- Payment Type
- Determines how the recipient can process their payment
- Amount
- The total amount of money you are requesting
- Message
- The message you want to display in the request email
- Transaction Description
- What the payment request is for
This article is for Dashboard 3.0. Click here to view the help article for version 2.9.