Door knocking
Last visit removed.
Talking with them now. When you're done:
Type the house number at each door; the street, city and zip stay filled in. Use +2 / −2 to step to the next house on the same side. Every visit is saved with the date, so going back to a house adds a new visit. No signal? Visits are saved on the phone and sent later.
Customer
Services & measurements
Add each service. Cleaning services: enter measurements in feet and/or inches, then tick Clean, Clean and seal, or both. Roof Repair: type your dollar amount. Roof Replacement: enter the sq ft and pick a waste factor. You can add the same service more than once (for example, two separate driveways).
Review & create PDF
For anything not in the list above, like a trip charge or repair part.
Choose your services
Check the services you'd like. Uncheck anything you don't want. For cleaning services you can keep the yearly clean, the clean and seal, both, or neither. The total updates as you go.
Review and approve
This is what you chose. If it looks right, tap Approve.
Coming in the last step. This will send the final PDF to Make.com, which saves it to Google Drive and emails it to the customer to initial and sign.