Dictate the full deal once — customer, property, contact, value, bid date, and notes. Review the filled form and save.
Parsed from dictation
Property Lookup
Search an address, tap the map, or select a building footprint
Search an address, tap the map, or select a building footprint
Opportunity
Customer / Address / Contact — required to Qualify
You can work this Unqualified lead now. Link Customer, Address, and Contact before advancing to Qualified Lead.
Disqualifier flaggedA disqualifier is flagged — resolve it or mark the project Not a Fit.
View only
You can’t edit this project. Editors are: the project creator, assigned team (sales, estimators, surveyors, watchers), leaders in the HR org chart above those people, company deal editors (Estimating VP), and Pitch Revenue admins. Ask to be added or contact a leader for access.
The Deal.
Photos.
Customer
Search the full book, or open accounts already in your book of business.
Settings
Tools, views, and preferences for the Projects workspace. v1.1
See the Projects dashboard exactly as this person does — their “My Projects”, edit rights, and visibility.
Opens in a new browser tab so this tab stays as you. Data access is unchanged — the other tab re-scopes My Projects and controls. A banner stays visible there until you return to your own view.
Roofing Summary
Grade and summary appear on the proposal cover pages after the front page. Saved on this deal for next time.
Select A (excellent) through F (failed).
Projects Grid Columns
Choose which columns appear on your Projects list.
Your selection is saved for this account on this browser. Everyone starts with the standard layout below.
Project Labels
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Pursuit · Voice
Voice assistant
Teams · Pursuit Team
Schedule Teams Meeting
Mark Not a Fit
Pursuit stops here — no estimating investment. The relationship stays in the CRM.
