A full bar unlocks Sale, and Sale brings the install date
Every appointment is resulted from its own card. The red Not Resulted pill opens the same results Salesforce uses — Demo – No Sale, No Demo, Not Hit, Reset, Not Dispatched, Pending Customer Decision and Canceled Appointment — and records the one you pick. A demo needs a quote built and photos in CompanyCam first, so every demo has the work behind it; a no demo only recommends them. The explanation is filled in with the short code of what you quoted, ready for a second chance later.
Sale is not on that menu, on purpose. It unlocks only when the Sales Completion bar has filled to its last step: primary quote, contract amount, down payment type and amount, and application type all ticked, and the DocuSign back signed. Then Result: Sale appears on the card. Add the short code, a line about the job and Full or Partial, result it, and the bar reads 100% in green.
That is what brings the install date. The moment the job is a resulted Sale, the Install dates button shows in the card header with the real dates Salesforce offers for that job's install, each with its arrival window. Pick one with the customer, check the preview, book it, and the date is on the card before you leave (The install date).
- The red Not Resulted pill: every result Salesforce uses, right on the card
- A demo needs a quote and photos; a no demo only recommends them
- Bar filled and DocuSign signed: Result: Sale unlocks
- Resulted Sale = 100%, and the Install dates button appears
- After the appointment, tap the red Not Resulted pill on the card and pick the result.
- On a sale, finish the contract steps. The bar fills as each one is done, and the signed DocuSign completes it.
- Tap Result: Sale, add the short code, a line about the job and Full or Partial, and confirm.
- Tap Install dates in the header, pick a date and window with the customer, and book it.
What it does, step by step
- After the appointment, tap the red Not Resulted pill on the card and pick the result Salesforce uses.
- A demo needs a quote built and photos in CompanyCam first; a no demo only recommends them. The explanation is filled in with the short code of what was quoted.
- Sale is not on that menu. It unlocks when the Sales Completion bar has filled to its last step: the contract steps ticked and the DocuSign signed.
- Tap Result: Sale, add the short code, a line about the job and Full or Partial, and confirm. The bar reads 100% in green.
- The Install dates button appears in the card header. Pick a date and window with the customer, check the preview and book it.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Resulting an appointment | 3–5 min in Salesforce | One tap on the card |
| Getting from a signed contract to a booked install date | A call to the office, or a day's wait | A few taps before you leave |
| Writing the result explanation | Typed from memory | Filled in from the quote |
Typically 30–60 minutes a week, and install dates booked at the table.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Unclear runs on a partial jobFull or Partial has to be set before the sale can be resulted.Guesstimate: about 1 kickback a month avoided
- A sale resulted with no signed contract behind itResult: Sale only appears once the DocuSign is signed.Guesstimate: zero premature sales
- A demo with no quote or photos on fileA demo can't be resulted until both are there.Guesstimate: every demo ready for a second chance
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 repResult it and book the install before you leave the driveway.
- Office & installersEvery sale arrives signed, scoped and dated.
- The customerLeaves the table with a real install date.
- The managerResults that mean what they say.
Feature LHM-F-56 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy