Crystal Clear Solutions

Crystal Clear Rep Hub

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Crystal Clear Solutions Rep Hub
Who is the sales rep?
Remembered on this phone. Change it anytime at the top.
New Estimate
Build it here, send the customer a polished estimate page
① Customer
② Service & price
③ Review & send

Today's appointments

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Searches lights appointments from 30 days ago to 30 days ahead, plus all GHL contacts.
Pick a different customer

Confirm customer info

Check the name, phone, email and address. Fix anything, then tap Confirm.
Picked from an appointment, the estimate stays linked to the GHL contact, so its text goes out from GHL.

What are you quoting?

$
Each side price is linear feet times the rate the full menu earns. The first photo of the Front is the big photo at the top of the customer page.
🔌 Where the controller box goes internal
Take a photo of the outlet where the box will plug in. The install crew uses it.
Extra notes internal, never shown to the customer
Live estimate · customer's starting total
The customer starts with the sides marked "Selected by default". Optional add-ons show on their page with a "+$ Tap to add" price.

Review, then create the estimate

Previewing does not count. It shows Opened only when the customer opens the link.
✍️ Open with customer to sign in person
Send text goes out from GHL, Send email from the estimates email. You always see the full message and tap Send to confirm. Use my phone's Messages instead

Estimates

Status can take up to a minute to show here after a customer opens or signs. Open an estimate for the live status.

Change an existing estimate

Open it, change anything, save. The customer keeps the same link. If it was signed, they must sign again.
Manager view

Today

This week

Tasks

Sales and commissions

AI assistant

Requests and notifications

The contract has been signed.

Are you sure you want to change it?
Saving a change clears the signature and the customer must sign again. The signed version is kept in the history as proof.