Every job is complete before it is submitted — 0 to 86 to 100%

No job goes in half-finished. Salesforce scores every job on a short checklist — primary quote, contract amount, down payment type, down payment amount, application type, and the signed DocuSign — and the card shows that same score as one bar, one segment per step, right inside the result-colored header: green for a sale, yellow for a demo, orange for a no demo. The bar is blue while it fills and green at 100%. The result pill is sized by how much it matters: a canceled notice stands out most, then a sale.

When you post a quote from the app, the terms you already gave at the table — zero down, cash or financing, the payment option on the invoice — are filled into Salesforce for you. The job lands at 86%: ready for the DocuSign. Just before the contract, a short pop-up asks how they are paying and drafts the contract notes, so the terms print on the contract (see Before the contract).

The last step, Result: Sale, unlocks only once the DocuSign is completed. Result it, and the job reaches 100% and the Install dates button appears (Result it). Nothing is overwritten that you or the office already set, and the app never sends a contract on its own.

A sold job's card header in green, with the large Sale result pill and the sales completion bar inside the header, one segment per checklist step. — Tap the image to fill the screen.

1The result pill, a size bigger on a sale
2Salesforce's completion steps, ticked off inside the header
3Signed and resulted: install dates, or the payment link, one tap
86% = ready for the DocuSign; 100% = signed and resulted Sale (the diagram below)

One bar in every card's header, read from Salesforce's own Sales Completion score, with Result: Sale as the last step.

How you use it

Post the quote from the app. The bar fills to 86% on its own.
Answer the before-the-contract pop-up, then send the DocuSign from Salesforce.
Once it is signed, result it Sale. The bar turns green at 100%.
Tap Install dates in the header and book the install.

Why it matters

For reps: no half-finished job bounced back days later, no re-keying in Salesforce, and you can see at a glance what is still yours to do.
For the office and installers: every job arrives complete — quote, terms, signature — so it can be ordered and scheduled the first time.
For customers: the price, terms and contract they agreed to are the ones on file, so the install day matches the conversation at the table.
For the business: fewer cancels from paperwork errors, faster installs, more net sales kept — and lead builders see their leads become finished jobs.
Where it is going: the same bar will also audit the job photos, the financing approval and the booked install date, so 100% means the whole job is truly done.

What it does, step by step

Post the quote from the app. The terms from the table are filled in and the bar reaches 86%.
Answer the before-the-contract pop-up, then send the DocuSign from Salesforce.
Once it is signed, Result: Sale unlocks. Result it and the bar turns green at 100%.
Install dates appears in the header.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Fixing a half-finished job bounced back days later	20–40 min	Caught before submit
Filling the checklist fields	5–10 min	Filled when the quote is posted

Typically 30–60 minutes per bounced job avoided.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

No payment methodDown payment type and amount are filled from the table.Guesstimate: 1–2 kickbacks a month avoided
A sale resulted before the contract is signedResult: Sale only unlocks after the DocuSign is completed.Guesstimate: premature results gone
A job submitted with a missing fieldThe bar shows each checklist step, so a gap is visible.Guesstimate: 1–2 bounced jobs a month avoided

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repSee at a glance what is still yours to do.
Office & installersEvery job arrives complete and can be ordered first time.
The customerThe terms they agreed are the ones on file.
The managerOne bar shows how complete every job is.