What’s new
Saved Jobs
Jobs saved on this device. A job reaches your manager only when you send it from the Pricing screen — anything marked Local has never left this device.
Saved Estimates
Ballparks you saved from the Pricing screen's Estimate mode. They live on this device only.
Backup & Restore
Enter the customer's name above to start the quote.
Misc Charges
For items outside the price book — specialty parts, third-party purchases. Describe each one; the amount never appears on anything the customer sees.
Enter the customer's name above to start pricing.
What-if numbers only — the red frame means you're estimating. Nothing is sent or added to the quote; flip back to Quote and the real price is right where you left it.
Rollout
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Pmt at Proposed $
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12%+ 12% —
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10%+ 10% —
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| Drop | Amount | Price | Comm | Pmt |
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Manager
Finance Plan Effect
Choose a plan
Comms @ Selected Fin Plan
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Set Your Drops
Jobs Sent by Reps
To change a person's name, phone, email, title, manager access, or pricing-screen contact seat, use Edit on their card in Team.
Rates
Price change log
Current Prices
Change Price
Live price change — takes effect immediately