The install cover sheet fills itself in, and goes to the customer with one tap

Once a sale is scheduled, the gutter protection “Preparing for Your Installation” sheet is already filled in: the customer, the address and the job number come from Salesforce, the install date and the exact arrival window come from the booked appointment, and the payment schedule and method come from the payment ledger, so a check reads as a check. Their DocuSign signature is referenced by envelope and date rather than copied, which keeps it true.

The sheet goes into the job's CompanyCam project, one per job, and a single tap emails the customer their own copy from your address. Whether the job is the full house or a partial prints after the job number — the same scope that is on Exhibit A and B and in the contract wording.

A filled gutter protection Preparing for Your Installation cover sheet with the customer, arrival window, payment method and DocuSign line marked. — A real sheet the app produced for a scheduled job. First name only; the address, job number, dollar amounts and DocuSign envelope are obscured on purpose. Tap the image to fill the screen.

1Customer, service address and job number, straight from Salesforce
2The exact install window from the booked appointment
3Total with tax and the payment type from the payment ledger
4The customer's window circled for them
5Signed electronically through DocuSign, with the date it was signed

How you use it

On a scheduled sale, tap Cover sheet on the job. It is filled in already, and anything can be corrected before it is added.
Tap Add to job: it goes into the job's CompanyCam project, once. Only sales that are scheduled and signed get one.
Tap Email cover sheet to send the customer their copy from your own email. Nothing is ever emailed without you pressing the button, and Send test to me lets you check it first.

What it does, step by step

On a scheduled sale, tap Cover sheet. Customer, address and job number come from Salesforce.
The install date and arrival window come from the booked appointment. Payment comes from the payment ledger.
Check it, correct anything, then Add to job. It goes into the job's CompanyCam project once.
Tap Email cover sheet to send the customer their copy from your email. Send test to me checks it first.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Filling in the cover sheet	10–15 min	Filled, about a minute to check
Emailing it to the customer	About 5 min	One tap

Typically 15–20 minutes per install.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

No payment methodPayment schedule and method come from the payment ledger.Guesstimate: about 1 a month avoided
The wrong arrival windowIt comes from the booked appointment.Guesstimate: fewer install-day mix-ups
Two cover sheets on one jobOne per job, and only for signed, scheduled sales.Guesstimate: duplicates gone

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 repThe cover sheet is done when the date is booked.
Office & installersOne correct sheet per job, in the right project.
The customerKnows exactly when the crew is coming and how they're paying.
The managerEvery scheduled job has its sheet.