When the install team asks, the fix is already drawn on the same form

When the install team posts that a sheet is missing corners, downspouts, a filter color or footage, the request lands on Action Needed and on the card with the fix already drafted: Exhibit A and B redrawn on a clean copy of the same form, every number on its own printed line in a legible handwriting style, labeled CORRECTED or REVISED with your initials and the time, plus the reply to the installer. Several requests on one job become one card. Every number comes from the quote or the work order; if the installer's number differs, the paperwork stays with the quote and the reply says the quote has to change first.

Downspout codes come with it: from EaveDrop and the photos, or, when the house was never measured, built from the work order's exact feet of pipe and its A and B elbows. Anything filled in from the photos or the work order waits for your Verified tick before it can go out. Every job packet also carries a work order page: the Salesforce lines in their bundles with sizes, colors and codes, and no prices. Once the job is installed, it leaves Action Needed.

Each fix also writes the job note for the opportunity's Detailed Explanation — timestamp and initials first. Copy & open Salesforce copies it and opens that customer's opportunity so you can paste it in. Nothing is uploaded or posted until you approve it.

An install-team request on Action Needed with the corrected sheet, the reply and the Detailed Explanation note. — Captured from the app with sample data — no real customer is shown. Tap the image to fill the screen.

1The install team's request
2Every number comes from the quote
3The fix, redrawn on the same form
4The job note, with your initials and the time
5Copy it, and Salesforce opens on the job

How you use it

Open the request from Action Needed or the card.
Check the redrawn sheets, fill in anything only you know, and tick Verified on anything prefilled.
Approve, or tap I updated the paperwork myself if you already fixed it.
Tap Copy & open Salesforce, paste into Detailed Explanation, then Pasted.

What it does, step by step

When the install team asks for corners, downspouts, a filter color or footage, it lands on Action Needed and the card.
The fix is drafted: Exhibit A and B redrawn on a clean copy of the same form, marked CORRECTED with your initials and the time.
Every number comes from the quote or work order. Tick Verified on anything prefilled.
Approve, then Copy & open Salesforce to paste the job note into Detailed Explanation.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Answering an install-team request	30–45 min: redraw, re-photo, reply, note	About 5 min to check and approve
Writing the job note	About 5 min	Drafted, copy and paste

Typically 30–45 minutes per request.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Missing corners, downspouts, filter color or footageRedrawn from the quote, so the answer is right the first time.Guesstimate: second requests on the same job close to zero
Paperwork changed to the installer's number instead of the quoteThe paperwork stays with the quote, and the reply says the quote must change first.Guesstimate: order mismatches avoided
Several requests on one job answered separatelyThey become one card.Guesstimate: fewer back-and-forths

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 repA kickback becomes a five-minute check.
Office & installersA clear, legible fix and a reply, fast.
The customerTheir install stays on schedule.
The managerInstall requests answered the same day.