Sales workflow
Build estimates from the work that was actually measured.
Connect opening configurations to clear option sets, pricing, approvals, customer decisions, and sales documents.
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Fictional Desert Vista Screens & Outdoor Living demo data shown.
The operating problem
Keep the work intact.
When measurements and pricing live in separate systems, the office has to rebuild the job before it can quote it. ScreenOps carries the selected configuration forward and records exceptions.
Standard and custom options
Good, better, best presentation
Discount and margin approvals
Real workflow proof
The same operating record, wherever the work happens.
Move from office planning to field or shop execution without rebuilding customer, property, assignment, and job context.
Fictional Desert Vista Screens & Outdoor Living demo data shown.
Connected workflow
The handoff stays visible.
01Verified opening02Configuration03Estimate04Approval05Sales documents
Collect the right payment ->Questions
Can technicians adjust a proposal in the field?
Authorized users can revise configuration choices and present updated options. Discount, custom-price, or low-margin exceptions can require manager approval.
Are estimates separate from sales documents?
Estimate approval feeds the document workflow so quotes, contracts, orders, invoices, and warranty documents can use the same customer and job data.
Start with the real workflow