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Closing and paperwork

32 · Matches the quote

A Praxion productPraxis Audit™ by Praxion, tailored for the home-improvement field-sales workflow

Paperwork that matches the quote, caught before the install team asks

What gets installed is what was sold, so the quote — or the work order once there is one — is the truth. Every sold job's Exhibit A and B, the sheet photos and the digital drawing alike, is checked against it: Gutter protection feet on each story, corners, filter color, downspout feet and elbows. Anything missing, different, or on the paper but not on the quote is flagged on Action Needed and on the card.

Each one comes with the corrected sheet ready to look at, every number taken from the quote. Approve stays locked until what you type matches the quote, and nothing changes until you approve it.

An Action Needed paperwork check listing what does not match the work order, with the fix and a must-match warning. — Captured from the app with sample data — no real customer is shown. Tap the image to fill the screen.

1Found before the install team asks
2The quote or work order is the truth
3Approve stays locked until it matches

How you use it

Open the 🔎 Paperwork check on Action Needed or on the card.
Fill in anything only you know, like how many corners are inside and how many outside.
Approve: the corrected sheet goes to CompanyCam and onto the job's photos.

What it does, step by step

Every sold job's Exhibit A and B, paper or digital, is checked against the quote or the work order.
LeafFilter feet per story, corners, filter color, downspout feet and elbows are compared.
Anything missing or different is flagged on Action Needed and on the card, with a corrected sheet ready.
Fill in anything only you know, like inside and outside corners. Approve stays locked until it matches.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Checking sheets against the order	10–15 min a job	Done for you, every night
Redoing a kicked-back sheet	20–40 min	Corrected sheet ready to approve

Typically 30–60 minutes per kickback avoided.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Missing corners on Exhibit ACorners are compared with the quote.Guesstimate: 1–2 a month avoided
Build sheet doesn't match the order on downspouts or elbowsDownspout feet and elbows are compared line by line.Guesstimate: 1–2 a month avoided
Missing filter colorFilter color is part of the check.Guesstimate: about 1 a month avoided
Story footage offLeafFilter feet are checked story by story.Guesstimate: about 1 a month avoided
Versa Max on the sheet but not in the orderAnything on the paper but not on the quote is flagged.Guesstimate: mismatches caught before install

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 repKickbacks found by the app, not by the install team.
Office & installersSheets that match the order before the crew sees them.
The customerGets what they bought on install day.
The managerFewer jobs stalled on paperwork.