Below is a 10-minute video of the RemodelerGo App used with improveit 360 to accomplish tasks in a Sales Rep's daily role and responsibilities. This video covers logging into RemodelerGo, seeing Appointments, Events and Tasks on the Calendar, creating Quotes, resulting Appointments, how to Collect a Payment using PaySimple, as well as using the Prospect Search. In this video we also cover the steps a Production staff member would take to Complete a Project Activity and add a new Project Activity to an existing Project.
If your company has not yet set up your system to be used with RemodelerGo, check out: RemodelerGo and improveit 360 Classic Setup Guide.
Follow the guide to ensure your User Profiles who use the RemodelerGo app have the correct Permissions on their User Profile and that the RemodelerGo Page Layouts have been configured and assigned.
How do I schedule Appointments from the RemodelerGo App?
Appointments are created from the Prospect's page, by tapping the Plus sign. If you are on a Resulted Appointment, tap the Prospect icon in the center of the page:
Next on the Prospect's page, tap the Plus sign in the upper-right corner:
Then choose Appointment
From here you will need to fill our the required fields, Appointment Date and Time and note the Sales Rep 1 field will be auto populated with the logged in User's staff record.
Watch this short 2-minute video to learn more about Marketing Opportunities and Creating Appointments in RemodelerGo.