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.