The paperwork is finished before you stand up

The invoice page is where a priced job turns into a contract. Contract price, down payment and how it is being paid sit at the top, and every figure is a whole dollar — rounded up, never a stray cent — so the number on the invoice, the emailed quote and the office's copy is the same number everywhere. The scope of work is laid out line by line, with the color and material picked right beside each line while the customer is looking at it. And the three steps of closing run left to right across the top in the order they happen: save the quote, sync it, and see the work order.

The invoice page: the Quote, Sync and Work Order buttons across the top, contract price, down payment and payment type, and the scope of work with color pickers. — The full page, captured live from the site. The job reference and rep-only figures are obscured on purpose. Tap the image to fill the screen.

1Quote, sync, work order — the close in three taps
2Contract price in whole dollars, no pennies ever
3Down payment and how they're paying, on the same screen
4Scope of work, with color picked at the table

Colors and materials on the invoice sample

Gutters & downspoutsMusket Brown
Soffit wrap30 Deg. White
Fascia wrapMusket Brown
Fascia boardPrimed wood · material
Fascia boardCedar · material

Quote sync. Picked on the invoice, these choices go to Salesforce with the quote: each color lands on its own quote line, and the fascia board goes in as its material: primed wood, unprimed pine or cedar (Pine Primed, Pine Unprimed or Cedar in Salesforce). A color Salesforce doesn’t list is flagged, never forced in.

How you use it

Open the job from the customer's card and switch to the invoice tab.
Check the contract price, then enter the down payment and how it is being paid.
Walk the customer through the scope of work and pick the color on each line with them.
Tap across the top: quote, then sync, then work order.

What it does, step by step

Open the job from the customer's card and switch to the invoice tab.
Check the contract price, then enter the down payment and how it is being paid.
Walk the scope with the customer and pick the color on each line: gutters and downspouts, soffit and fascia wrap from the swatches, and the fascia board's material (Pine Primed, Pine Unprimed or Cedar).
Quote sync: the colors go to Salesforce with the quote, each on its own line. A color Salesforce doesn't list is flagged, never forced in.
Tap across the top: Quote, then Sync, then Work Order.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Finishing paperwork after the visit	20–30 min that night	Done at the table

Typically 20–30 minutes per sale.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Missing filter colorColor is picked beside each line, with the customer.Guesstimate: 1–2 kickbacks a month avoided
No payment methodDown payment and payment type sit on the same screen as the price.Guesstimate: about 1 a month avoided
Cents on one copy, whole dollars on anotherEvery figure is a whole dollar everywhere.Guesstimate: price mismatches close to zero

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 paperwork is done before you stand up.
Office & installersPrice, payment and colors all arrive together.
The customerPicks their colors and sees the terms at the table.
The managerEvery sale closed in the same three steps.