App Section - Overview

In this section you will find the key items to get your meetings started and to ensure that all customer details have been captured. 

In app:

Meeting plan - Is brief summary of what is going to be covered during the entire interview 

Customer Interview- This interview covers questions about the homeowners home and what types of issues that they are experiencing.

Accomplish list - Here will be a complied list of what will be accomplished during the meeting from what was triggered from the customer interview.

About Us - Includes details about your company, awards won, warranty info and photos of the company. 

Contact Information-  Here is where the customer's details can be updated(if pulled from CRM) or Added if not currently added.