Field app - iPhone

Thursday, Sep 10

Good morning, Dan

3 appointments$41,300 quoted this week

Price book updated to v{{ priceVersion }}

Today's appointments

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Installs · Sales Orders

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Sales Order · from {{ so.id }}

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NetSuite

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Deposit received at signing−{{ so.depositFmt }}

Payment collected · {{ so.paidViaLabel }}−{{ so.collectedFmt }}

Balance due{{ so.balanceFmt }}

Preferred: {{ so.payLabel }}

Collect payment

Cancel

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Record {{ so.balanceFmt }} payment

Marking work completed closes the Sales Order in NetSuite and creates the invoice. Any remaining balance bills to the customer{{ soFinanceNote }}.

Collect Payment · {{ so.balanceFmt }}

Mark Work Completed

Work Completed

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Back to Today

Step 1 of 4

Home Details

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The home

Square footage System age

Existing system

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Existing tonnage

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Configuration

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Fuel

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Power vented

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Boiler type

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Fuel

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AFUE rating

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Staging

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Recommended tonnage

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Based on {{ home.sqft }} sq ft in Zone 4A. Confirm with your load calc.

Notes

Build Quote

Step 2 of 4 · {{ job.name }}

Build Quote

Price book v{{ priceVersion }}

Choose a system

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or {{ b.monthlyFmt }}/mo

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Add-ons

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Bee Maintenance Plan *

Complimentary first year

Included with every replacement. Confirm the renewal value.

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$/yr

Required: set the renewal value before presenting.

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{{ totalFmt }}after rebates

Present to Customer

Back

Your Comfort.
Our Solutions.

Prepared for {{ job.name }} · {{ home.sqft }} sq ft · {{ home.tons }} ton

Monthly

Pay in Full

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Recommended

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Save about {{ p.savingsYr }}/yr on heating vs. your {{ p.oldAfue }} AFUE {{ p.oldStageLabel }} system

• {{ inc }}

365-Day Satisfaction Guarantee · 4.9 ★ from 500+ Google reviews · Bryant Factory Authorized Dealer

Choose {{ selectedTierLabel }} · {{ presentCtaPrice }}

Step 4 of 4

Agreement

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{{ a.name }}{{ a.priceFmt }}

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Bee Maintenance Plan · first year

{{ beePlan.priceFmt }}Complimentary

Includes 2 precision tune-ups, priority scheduling and 15% off repairs. After the first year, the plan renews at {{ beePlan.priceFmt }}/yr and you will be charged this amount unless you cancel.

Total investment{{ totalFmt }}

or {{ monthlyFmt }}/mo · {{ financeLabel }}

Preferred payment

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Deposit

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Terms & Conditions

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Customer has reviewed and agrees to the Terms & Conditions and installation agreement.

Customer signature

Sign here

Clear

Send Agreement

Agreement Sent

{{ job.name }} will receive a copy by email and text. Install scheduling opens in the office queue.

Quote {{ lastQuoteId }}

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Back to Today

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{{ adv.title }} · #{{ me.rank }} of {{ me.of }} this month

Monthly goal

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of {{ me.goalFmt }}

Close rate

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Avg ticket

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Signed

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of {{ me.presented }} presented

Add-on rate

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Revenue signed by week

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Recent quotes

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Today

Quotes

Price Book

My Stats