Field app - iPad

Price book updated to v{{ priceVersion }}

Good morning

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{{ adv.title }} · #{{ me.rank }} of {{ me.of }} this month · {{ jobs.length }} appointments today

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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Step 1 of 4 · {{ job.name }}

Home Details

Call customer

Build Quote →

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Square footage System age

Recommended tonnage

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

Notes

What's in the home today · tap all that apply

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* Required before building the quote · {{ detailProgress }}

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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Step 2 of 4 · {{ job.name }}

Build Quote

Price book v{{ priceVersion }}

{{ b.tier }}

{{ b.name }}

{{ b.system }}

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or {{ b.monthlyFmt }}/mo

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Add-ons

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{{ a.priceFmt }}

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.

{{ selectedTierName }} · {{ addonCountLabel }}

{{ totalFmt }}after rebates · {{ monthlyFmt }}/mo

Present to Customer

Back

Monthly

Pay in Full

Your Comfort. Our Solutions.

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

365-Day Satisfaction Guarantee
4.9 ★ from 500+ Google reviews

{{ p.tier }}

Recommended

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{{ p.system }}

{{ p.bigPrice }}

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Save about {{ p.savingsYr }}/yr on heating

• {{ inc }}

Bryant Factory Authorized Dealer · NATE-certified technicians · Financing subject to credit approval

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

Step 4 of 4 · {{ job.name }}

Agreement

{{ selectedTierName }}{{ selectedTierPriceFmt }}

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

{{ r.name }}−{{ r.amountFmt }}

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 }}

{{ selectedTierName }}

{{ totalFmt }}

Back to Today

Sales Order · from {{ so.id }}

{{ so.so }} · {{ so.customer }}

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{{ so.initials }}

{{ so.customer }}

{{ so.address }}

NetSuite

{{ so.bundle }} system{{ so.totalFmt }}

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

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

Balance due{{ so.balanceFmt }}

Preferred: {{ so.payLabel }}

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

Collect payment

Cancel

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Record {{ so.balanceFmt }} payment

Collect Payment · {{ so.balanceFmt }}

Mark Work Completed

Work Completed

{{ so.so }} is closed. NetSuite created invoice {{ so.inv }} for {{ so.customer }}{{ soDoneNote }}

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Back to Today