Sales presentation settings (option order, Most popular, shot lists)

Overview#

These settings shape the Sales view for the whole company: the order customers see options in, which option a phone opens on, whether a Most popular badge may appear, and the guided shot list salespeople follow in the home. The Compare view details live on each proposal template option.

Before you start#

• You need permission to manage proposal templates (Owner, Admin and Dispatcher roles have it).

Steps#

Option order and Most popular#

1. Go to Settings › Field app and open Sales presentation.

2. Under Option order, pick Good → Best (lowest price first) or Best → Good (top-down: the most complete option first).

3. Under On a phone, open on, pick The recommended option or The first option.

4. Tick or untick Show "Most popular". It only ever shows when your own customers chose that option most: at least 20 sales of the same template in the last 90 days, with one clear favourite.

5. Click Save.

Photo shot list#

1. On the same page, under Photo shot list, pick Default or a job type.

2. Each row is one photo: its name (also the photo's caption), the Outline shown in the viewfinder and Plate (offer the data-plate scan after it).

3. Change names, clear a name to remove a shot, or fill the empty rows to add one. Click Save shot list.

4. For a job type, Reset goes back to the default list.

Compare view details#

1. Open Proposals › Templates and the template.

2. In each option, open Compare view and fill in what applies: Comfort (single-stage, two-stage, variable speed), SEER2, AFUE (%), Sound (dB, spec sheet), Energy cost / year ($), Parts warranty (years), Labor warranty (years), Smart thermostat, Product video (https link).

3. Click Save template. Proposals built from it from now on carry these details. Blank fields hide their row in Compare.

Settings that change this#

• Settings › Financing: monthly payments and the terms customers can pick.

Tips#

• Use the spec-sheet numbers for sound and efficiency; customers see a note that energy costs and sound levels are estimates.

• Keep the shot list to the photos the office and install crew actually use (8 to 10).

Troubleshooting#

• Most popular never appears → fewer than 20 sales of that template in 90 days, a tie, or the setting is off → it's working as designed.

• Phones still show the old list → phones refresh when they open a visit with signal.

FAQ#

Can salespeople change the order? No, it's a company setting so every customer sees the same order.

Coming from ServiceTitan#

• Same: proposal templates define the options.

• Different: the order and the Most popular badge are explicit settings, and the shot list is built in.

• Where it lived: ServiceTitan › Settings › Estimates.