Job & Customer Info
Job Measurements
Record while you're on-site — these catch feasibility issues (like an opener that won't fit) before you're mid-sale.
Job Photos
Add a few photos of the door, opener, or damage. Link one to a specific option (e.g. the cracked panel photo on "Panel + Hardware") or leave it general.
Customer Assessment
Answer what you can while you're on-site. Skip anything you don't know — answered questions personalize the "why this fits" notes on each option below.
Discovery Notes
A few conversational questions worth asking — the answers show up as a short "What We Heard From You" recap on the proposal.
Inspection Checklist
Based on our 42 Point Checklist. Mark each component Pass or Fail as you inspect it — anything marked Fail automatically adds the matching repair to the recommended option below and shows up in the Inspection Findings summary.
Business Info (shown on header & printed proposals)
Housecall Pro Sync
One-time setup so every tech's copy of this file can send finished estimates straight into Housecall Pro. This needs a small companion service deployed first (see the setup guide that came with this update) — paste its URL and shared secret here, then use Save Updated Copy so every technician's file has it baked in. Your real Housecall Pro API key is never stored in this file.
Price Book
Edit names and prices directly in the table. Changes apply immediately to new estimates. Click Save Updated Copy below to download a copy of this file with your edits saved in — keep using that copy going forward.