The summary builder also known as the spec builder for documents is great for helping your team script complex, repetitive intros and summaries accurately by using a custom pref-defined select-able list of options.

Until now, scripting professional summaries for your leads, estimates, invoices and job sheets takes time, patience and a lot of repetitive typing. 

The summary builder helps you define check-able option lists your agents can use to create well-formed, accurate summary's that follow your best practices. 

Some great use cases are:

  • logging condition of customers items at check-in
  • gathering lead information
  • scripting estimates & invoice summaries
  • creating job specifications and check lists
  • Specifying shipping options on packing sheets.

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