New draft
SalesPro
Open an assigned appointment to confirm the household details and begin the sales worksheet.
Today and upcoming
In progress
Sales worksheet
Capture the household and property for this estimate.
Project selection
Select every project scope included in this appointment. The next step will show compatible products, installation allowances, and demolition options for those selections.
Project configuration
Select sample components. The configuration and pricing update together.
Step 4 of 6
Capture field notes separately from customer-facing proposal content.
Custom scope line
Estimate review
These are demo calculations only. Discounts, tax, financing, and price overrides require approved server-side policy before production.
Contract ready for review
Review the completed agreement and every required initial and signature location.
Metrolina Remodel
Completed agreement prepared from the selected project configuration, scope, and estimate.
Ready to review
Use the full-screen review to move through highlighted initials and signature locations.