Add Air and Insulation to your home screenApple doesn't let a website install itself, so it takes these few taps. You only do it once, and you'll log in once more in the app.
Add Air and Insulation to your home screenApple doesn't let a website install itself, so it takes these few taps. You only do it once, and you'll log in once more in the app.
Saved with this assessment. The outcome and photos are on the last step.
Please read to the end. The I Agree button is at the bottom.
They haven't been sent a proposal yet, so there's no link in this. To send one, open their assessment and use Send it to their phone on the Proposal step.
Written by AI from what's on this customer: what was proposed, the price and how long ago. Read it and change anything before you send. Their name is filled in here; it never goes to the AI.
New to the team? Open the invite link your manager emailed you.
Walk around the house and tap off any section that’s flat (1/12 pitch or less) or not part of the house. The square footage and the price follow.
The view from the access point, the insulation depth, the roof decking and the ducts.
Tap the packages to show on the proposal.
By signing below, I authorize HomeMaxx Air and Insulation to perform the work described in the selected package at my property.
Take or choose photos of the insulation, ductwork, attic, or anything relevant.
| Contact name | Phone | Created | Last activity | Tags |
|---|
| Name | Role | Action |
|---|
They show up as reps as soon as they set up their account from the email. A link works for 7 days; send it again if it runs out.
When someone leaves, their customers stay with the company. Hand them to someone else here: notes, photos and history go with them, and so do their upcoming appointments.
A customer who was pitched (Prospect) and hasn't closed this many days after the pitch leaves their rep and goes to the rehash rep, or to the company's list for you to hand out (Home → Today → Waiting for a rep). Customers with an appointment still coming up are left alone. Each one is moved once, tagged Rehash, with a note saying who had it; their rep sees them under "About to lose" for the last four days first.
After a pitch that didn't close, each rep's Home → Today list shows who is due a follow-up, and Write drafts it in the tone set here. Days count from the pitch (for a rehash rep, from the day they got the customer). An offer you type is the only discount the AI will ever mention, word for word, from that follow-up on; leave it blank and it mentions none.
See the app exactly as they do: their customers, calendar, Today and permissions. A bar at the top takes you back to your own account in one tap. It's on Rep activity for both of you.
Reps text and email customers from Conversations in the app. It all goes through GHL, from each rep’s own GHL number, and shows in GHL’s Conversations too. A reply pings the phone of the rep it belongs to: the GHL user it’s assigned to, or whoever has that customer here.
Tapping Call in the app assigns the customer to whoever tapped it in GHL and starts the workflow: their phone rings from the work line, they answer and press any key, and GHL dials the customer. Calls bill at GHL’s normal minutes (both legs).
A new rep: give them a GHL user (same email as their app invite) with their cell and a work number assigned. The app links them by email; check their row below.
The company name, details and colors on the agreement and estimate PDFs, customer emails and the line above the customer's signature. Use the exact legal name on your state registration.
Choose which emails each person receives.
What a rep can book on the calendar. The three built in can be renamed, recoloured or hidden; add your own below. Tap Save to send changes to every phone.
Sales appointments go into set blocks instead of any time. Setters see only the blocks a closer has open, and each booking goes to the free closer with the fewest appointments that day. A block is as long as a Sales appointment above. Closers pick their own blocks in My settings.
A notification on a rep's phone before each of their appointments that is still open. Each rep turns it on once on their own phone (the card on Home); on an iPhone that needs the app on the home screen.
What a rep can mark an appointment as. "Counts as" decides where it shows: still open ones stay on the calendar and turn past due when their time passes; off the calendar ones are only in the list. The six built in can be renamed, recoloured or hidden; add your own below. Tap Save to send changes to every phone.
Every package a rep can propose: what is in it, what it costs, and how much of the customer's electric bill it should save. Tap Save to send changes to every phone.
When enabled, per-sqft rates auto-adjust so each package hits the target monthly out-of-pocket. Rates stay within the min/max limits below.
Each package's target out of pocket is set on its card in Packages.
How the radiant barrier number is worked out from the square footage under a pitched roof. It is used on Look Up, the Attic step, Step 2 and the numbers sent to GHL. Tap Save to send it to every phone.
Built-in and custom promos. Custom promos can carry their own fields (e.g. expiration date, terms).
Create custom fields to capture extra info on contact profiles. Organize fields into sections, or add them to the built-in Contact/Address/Details sections.
Labels to sort your contacts.
Everything here is enforced by the server, not just hidden. Press Save Settings when done.
The buttons reps tap at a door. Built-in ones can be renamed, recolored or hidden; your own can be deleted. Results sent from an assessment always save.
Pick a role, then go down the list: what it can do, and for each customer field whether it can't see it, can see it, or can see and change it. Add your own roles (Installer, Scheduler...) and give each person a role in Reps.
Turn something on or off for one person, whatever their role allows.
Every knock: rep, time, address, status, notes, and how far the rep's phone was from the house.
Everyone on the team has one. Customers will see it with your follow-ups, so use a clear, friendly photo of your face.
