Platform Features

Updating and editing the customer proposal

Request a Proposal

Request a Proposal

The proposal request process

4:11

Updating Customer Info

Updating Customer Info

How to update a customers information from the customer information screen

1:24

Redropping the Pin

Redropping the Pin

Updating the pin after the proposal request

0:52

Opening the Proposal

Opening the Proposal

Accessing your SOLO proposal, text, email, platform

1:09

Pulling Immediate Reports

Pulling Immediate Reports

How to use the reports menu

2:32

Scheduling Reports

Scheduling Reports

How to schedule reports that are automatically sent over to you, make sure they watch first reports video

2:56

Urgent Chat Checkbox

Urgent Chat Checkbox

For immediate help, puts it top of queue, can upgrade proposal status

1:05

Uploading customer files and photos

Uploading customer files and photos

This would be for exsiting customers

1:48

Request a Revision

Request a Revision

How to request a proposal revision, mention they’re rare, they should learn how to use the tool

1:20