LeadPerfection

This process will split the current contract by adding a new contract for the same appointment. Enter a new contract number below, then press "Add Contract" to continue.

Existing Job #

Enter New Job #

Add Contract

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Product

Gross $

Job Number

Market:

Paperwork

Generate Job#

Sales Rep / Commission Section

Sales Rep

Sales Rep 2

Split

Commission Type

Par Value

Commission $

Financing Section

Financing

Amount

Funded Date

Budget

Actual

Resources Section

Installer 1:

Installer 2:

Installer 3:

Installer 4:

Measured By:

Resource 1:

Resource 2:

Resource 3:

Resource 4:

Resource 5:

Resource 6:

Resource 7:

Resource 8:

Additional Products Section

Additional Products

Additional Contracts

User Field Section

Job Sub Tables

Job Reports

MILESTONE DATES

Contract Date:	Milestone Plan:
		Recalc all blank Est. Dates when saving

Milestone		Estimated	Actual	Time	Assign To	Email
Cancellation Date:
Hold Date:
Hold Reason:

PAYMENTS

	Pmt Type	Pmt Method	Date	Amount	Notes	Pmt Batch	Income Batch	Entered	Updated
			Total Pmts = Bal Due =

Date	Amount	Card Type	Trans ID	Status
There are no records to display.

Commissions

	Type	Amount	Sales Rep	Entered	Last Updated	Comments	Processed

	Total = Due =	$0.00 $0.00

Job Cost

	Type	Est Qty	Est Cost	Actual Qty	Actual Cost	Price	Invoice Date	Invoice #	Comments	Processed

Service

	Ticket#	Descr	Status	Part Order	Est Arrival	Received	Sched Svc	Complete

Change Orders

	Type	Amount	Entered	Last Updated	Comments	Processed
	Total =

To Do

	Type	Status	Priority	Assigned To	Due Date	Notes	Entered	Completed

COMMENTS

Notes

		Notes	Category	Entered On	Updated On

Documents

Filter: Format:

Drag and drop a file or click here

Permits

	Permit Type	Status	Assigned To	Permit	Permit Date	Customer Cost	Cust Paid $	Cust Chk#	Co Pd $

FINANCING

Financing Co:

Amount:

Months:

Credit Limit:

Plan:

Fee:

Credit Approved:

2nd Look:

Rate:

Terms:

Approved:

Expire:

Party 1:

Employer:

Phone:

Annual Income:

Credit Score:

Party 2:

Employer:

Phone:

Annual Income:

Credit Score:

Email

Email Templates

Letter Templates

SMS Texting Templates

Email History

Date Sent	Sent By	Category	Template	Filter

Text History

Date	Received	Sent	Status
There is no text message history to display

You have 0 pending alert messages

You have 0 pending tasks

You have 0 New Messages

Mrs. Connie Consumer

Mr. Mike Consumer(Spouse)

Co-Owner

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

1 - Consumer, Connie

Sent Email:

Received Email:

1 - Consumer, Connie

Job Detail

Job Detail

GENERAL INFORMATION

Other Contracts

Name

Phone

Email

Address

Cust Info

More Info

Existing Job #

Enter New Job #

Product

Gross $

Net $

Job Number

Vendor:

Market:

Paperwork

Sale Batch

Inc Batch

Sales Rep

Sales Rep 2

Split

Commission Type

Par Value

Commission $

Financing

Amount

Funded Date

Budget

Actual

Installer 1:

Installer 2:

Installer 3:

Installer 4:

Measured By:

Resource 1:

Resource 2:

Resource 3:

Resource 4:

Resource 5:

Resource 6:

Resource 7:

Resource 8:

Additional Products

Additional Contracts

MILESTONE DATES

PAYMENTS

Commissions

Job Cost

Service

Change Orders

To Do

COMMENTS

Notes

Documents

Drag and drop a file or click here

Permits

FINANCING

Email

Email History