Built for every product line
One engine, tailored to whatever you sell. The same Salesforce connector, estimator and price sheets, drawings and measurements, paperwork check, completion bar, install booking, commission check and marketing tools can be set up for any home-improvement product — the products home-improvement reps sell, not only gutters.
It is built and proven on gutter protection today. Each other product line is tailored on request: that line's price sheet, measurements, paperwork and install rules go in, and everything else works the way it already does for gutters.
- Gutter protectionFeet per side and story, corners, downspoutsLive today
- Gutters & downspoutsFeet, size and color, elbows, downspout codesLive today
- Soffit & fasciaFascia and soffit feet, rotted boardsLive today
- Permanent lightingThe same eave feet as gutter protection, plus zones and boxes (how)Live today
- Water filtration & softenersHousehold size, water test, entry pointOn request
- Bath & shower remodelsWall and floor sizes, fixtures, valveOn request
- Tubs & walk-in tubsAlcove size, door and hall widths, water heaterOn request
- Windows & doorsCount, rough opening width × height, styleOn request
- RoofingSquares, pitch, ridges, hips, valleys, layersOn request
- SidingWall area, openings, corners, trimOn request
- Garage floor coatingsFloor square feet, cracks, slab conditionOn request
- Basement waterproofingPerimeter feet, wall height, sumpOn request
- StairliftsStair runs, steps, turns and landings, rail lengthOn request
- Sunrooms & patio coversFootprint, attachment wall, roof typeOn request
Built and proven on gutter protection today. Gutter protection, gutters, soffit & fascia and permanent lighting run in the app now. Every line marked “On request” is tailored from the same engine when an office asks for it.
- Price sheet and product codes. That line's catalog, retail and commission tiers, in the estimator and Good-Better-Best.
- Measurement inputs. Squares and pitch for roofing, window counts and sizes, floor square feet for coatings, stair runs and turns for stairlifts — from EaveDrop where it measures them, or typed at the table.
- The paperwork set. That line's order sheets and exhibits, the cover sheet wording, and the paperwork check that compares them with the quote.
- Install scheduling rules. Crew type, job length, arrival windows and lead time for that product's install work order.
- Salesforce product bundles. The bundles and lines Salesforce expects for that product, so the quote, the order and the work order come through the same way they do for gutters.
- The customer card, the day screen and the route.
- The Salesforce connection — ledger, remote control or on its own — with everything read back and checked.
- The before-the-contract pop-up, the completion bar and install booking.
- Action Needed's nightly check, the job file and the cover sheet.
- Commission earned, waiting and paid, checked against your pay record.
- Reviews, referrals, second chances, finish-the-house and Praxis Virtual Sales Rep — each waiting for your yes.
- The office shares that line's price sheet, order forms and install rules.
- They are loaded into the estimator, the paperwork check and install booking, and matched to that line's Salesforce bundles.
- Test quotes are read back from Salesforce until they match to the dollar.
- It is switched on for the reps who sell that line.
What it does, step by step
- Start from the engine that runs gutter protection today: the card, the Salesforce connection, the estimator, the paperwork check, the completion bar, install booking, commissions and the marketing tools.
- Load the product line's price sheet and product codes into the estimator and Good-Better-Best.
- Set its measurement inputs: squares and pitch for roofing, window counts and sizes, floor square feet for coatings, stair runs and turns for stairlifts.
- Add its order sheets and exhibits, and the paperwork check rules that compare them with the quote.
- Set its install rules and match its Salesforce product bundles, then read test quotes back until they match to the dollar.
- Switch it on for the reps who sell that line. Everything else works the way it does for gutters.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Learning a separate system for each product line | Weeks per system | The same card and screens |
| Quoting a second product on the same visit | 15–25 min in Salesforce | 2–3 min in the same estimator |
| Checking paperwork for a new product line | By hand, line by line | The same nightly check, with that line's rules |
Once a line is tailored, typically the same 2–4 hours a week per rep as on gutter protection.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Salesforce build doesn't match the sheetEach product line's quote is built through its own Salesforce bundles and read back to the dollar.Guesstimate: 1–2 kickbacks a month avoided per line
- Missing order sheetThe paperwork check knows which sheets each product line needs.Guesstimate: about 1 a month avoided per line
- No payment methodThe same before-the-contract pop-up runs for every product.Guesstimate: about 1 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 repOne app for every product you sell, learned once.
- Office & installersEvery product line's jobs arrive built and checked the same way.
- The customerOne clear quote and one install conversation, whatever they buy.
- The managerEvery rep and every product line on the same card and the same numbers.
Feature LHM-F-45 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy