Synergy3
Comfort Advisor Quoting Tool
Signed in as · Sign out

Layouts

Each surface of the design, on its own page. They share one logic class (src/quoting-logic.js), so pricing, the savings model and the NetSuite stage machine behave identically everywhere. Each page is its own instance, so a price edited in the manager console does not live-update a separately opened field app page.

Field app - iPhone
Comfort Advisor on a phone: today's appointments, home details, build quote, present, sign, and the sales-order close-out.
Field app - iPad
The same flow and state laid out for an 11-inch tablet in landscape: rail plus pane.
Manager console
Price book, bundles, add-ons, rebates and financing, selling techs, advisors, awards, and Quotes & Orders.
Customer view - text and mobile proposal
What the homeowner receives on their phone: the text thread with the proposal link, and the proposal page on mobile.
Customer proposal - desktop
The proposal page opened on a computer, with the sign-and-accept flow.
Customer email
The email sent alongside the text, at 640px.
NetSuite flow
Quote to Sales Order to Invoice: which app drives each step and what NetSuite record it writes.
Combined reference
All layouts on one page, with shared live state →
The original prototype. Change a price in the console and the phone updates, because every surface is one instance there.