HOME RENOVATION
Customer Dispo and Contract Breakdown
Customer Name
Sales Rep
Must fill out either the customer phone number
email address
Customer Phone Number
*
Customer'a Job Name (Enter name again)
*
Customer Email
Date of Appointment
Date of Signed Contract
Appointment Progress
Select option
Roof Contract - Did you sign ...
Contract
Contract + Evidence
Evidence Packet
Contingency
No Sale - Follow-up needed
No Sale
Job Origin
Select option
Lead Source
If Out-of-Scope, give a brief explanation why
Job Health
Select option
Bathroom Contract Amount
$
Amount Collected
$
Bathroom Count
Bathroom Locations
Layout Change
Yes
No
Unknown
Plumbing Relocation
Yes
No
Unknown
Electrical Work Required
Yes
No
Unknown
Structural Work Required
Yes
No
Unknown
Bathroom Permit Required
Yes
No
Unknown
Accessibility Features
Grab Bars
Walk-In Tub
Curbless Shower
Wider Doorway
Comfort-Height Toilet
Non-Slip Flooring
Other
Selections / Design Files
Bathroom Notes
Finance Type
Select option
Finance Status
Select option
Lender / Insurance Carrier
Commission % Rate
Secondary Rep
Submit
