Demo previews
Every customer-, supplier- and installer-facing document in the platform. Nothing here touches live data.
Customer-facing
Emails
Estimate ready
Sent to the customer when a quote is confirmed and sent.
Site information request
Sent with the secure site information form link.
Estimate accepted
Sent to the sales rep when the customer accepts.
Deposit received
Sent to the customer after a deposit payment settles.
Lead assigned
Sent to a rep when a lead is assigned to them.
User onboarding
Sent to the operator when a new user is invited.
Newly onboarded welcome
Sent to a newly onboarded member with the links and first steps to save.