Tap any job on the ticker and price it, and watch your jobs climb to Sale
The estimator ticker sits on the dashboard, right above Build Quote Price, and it is your last 30 days of jobs in rows: Today, Sale, Demos, No Demos and Canceled. Every job is a chip in its result color — green sale, yellow demo, orange no demo, black canceled, and white for one of today's jobs that isn't resulted yet. A sold job shows its job number; the rest show the customer's last name. A long row drifts slowly so the whole month passes by, and you can drag or flick it to find a job yourself.
Every chip opens the estimator. Tap one and the estimator opens on that customer, with their name, address, phone and email already filled in and their most recent saved quote loaded — or, on a sold job, the company's work order. No searching and no re-typing: re-price a demo that didn't close, or price a no demo from scratch, straight from the strip. The tap only opens the job; nothing is sent or synced until you do it yourself.
It keeps you moving jobs up. Your demos and no demos sit in their own rows, where you see them every time you open the app, so they don't go quiet. Run the demo, re-quote it, close it — and the next time the dashboard loads, that chip has climbed a row: No Demo → Demo → Sale. Tap Sale and it opens into Installed, Collected and Verified, so you can see how far each sale's money has come; tap Today and it opens the blue Installing row for jobs going in today.
- 1Today's jobs, each in its result color
- 2Installing today, in blue
- 3Sale opens into Installed, Collected, Verified
- 4The pile to move up: No Demo → Demo → Sale
- 5Tap any job: the estimator opens on it, last quote loaded
- Today: today's jobs. White until resulted, then in their result color.
- Installing: the install date is today. It is not finished yet.
- Installed: the install is marked complete, or its install date passed within the last 60 days.
- Collected: the payment is marked collected, or the installed job's commission is in.
- Verified: the payout is matched on your own pay record.
- Open the dashboard. The ticker is right above Build Quote Price.
- Read Demos and No Demos first: that is the work that pays next.
- Tap a chip. The estimator opens on that customer, filled in, with the last quote loaded.
- Price it, save it, result it. Next time the dashboard loads, the chip has moved up a row.
- Tap Sale or Today to open the rows under them.
What it does, step by step
- The ticker sits on the dashboard, above Build Quote Price: Today, Sale, Demos, No Demos and Canceled, one chip per job from the last 30 days.
- Each chip is in its result color. Sold jobs show the job number; the rest show the customer's last name.
- Tap a chip and the estimator opens on that customer, filled in, with the newest saved quote loaded, or the work order on a sold job.
- Price it, save it and result it. The next time the dashboard loads, the chip has moved up a row: No Demo, Demo, Sale.
- Tap Sale to open Installed, Collected and Verified; tap Today to open the blue Installing row.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Finding a customer to re-quote | 2–3 min of searching and re-typing | One tap on the chip |
| Seeing which demos and no demos are still open | A list you keep yourself | Two rows on the dashboard |
| Finding where each sale's money is | 15–20 min a week across records | A glance |
Typically about an hour a week, more for a rep working a lot of demos.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- A demo or no demo that goes quietEvery open one sits in its own row, every time the app opens.Guesstimate: 1–2 more second runs a month
- Quoting the wrong customer, or from scratch by mistakeThe estimator opens on the customer you tapped, with their last quote loaded.Guesstimate: about 1 mix-up a month avoided
- Working from an old quote instead of the signed work orderOn a sold job the work order loads instead of an older save.Guesstimate: about 1 wrong-version mix-up a month avoided
- An install today treated as finishedIt stays blue under Installing until it is marked done or the day has passed.Guesstimate: no premature "it's installed" calls
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 repEvery open job one tap from a fresh quote, and the pile to work in plain sight.
- Office & installersFewer "is it installed yet?" questions.
- The customerTheir own quote, not a stranger's, when the rep calls back.
- The managerEvery rep's demos and no demos kept in front of them.
Feature LHM-F-40 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy