After the Sale

After the sale encompasses the strategies once a lead becomes a customer. You’ll learn about entering job details, setting production activities, calculating commissions, costing jobs, and creating follow-up marketing campaigns.

Job Data Entry

Enter all the details about the contract and products sold.


Schedule the stages of production activities and work to be completed.


Calculate sales commission based on contract pricing.


Enter specific product, labor and miscellaneous costs related to the job.


Track product and installation warranty dates and track service repair appointments.

Regulation Compliance

Discover how to track data specific to lead paint compliance.

Repeat & Referral

Send direct mail or emails to drive more business from your past customers.


Get valuable feedback from your customers using built-in or integrated app surveying tools.