Dropdown choices on tile packages. Coverage = sf per bag (use the low end of the range). Vendor = who it is ordered from (Order mode and order emails).

Pad choices on carpet packages. Cost is per square yard; labor bump adds to install labor per sy. Vendor = who the pad is ordered from (Order mode and order emails); blank means the carpet's vendor.

Underlayment choices on LVP / laminate packages. Coverage = sf per roll. Vendor = who it is ordered from (Order mode and order emails).

Standard disclaimers seeded onto every new quote. Editing here affects new quotes only.

Templates pre-fill a new quote with standard line items so your team doesn't have to start from scratch. The built-in templates below are always available. You can add your own custom templates here.

Installers appear as selectable options on labor line items and are used to track pay.

The standard order of a job. A quote's Build Plan is built from its labor line items; the sequence says where each crew's work lands, which crews come back (two phases for one crew, like plumbing rough and trim, split that crew's days by the share you set), and which steps are always added (Punch out). One sequence is used automatically for remodels and one for flooring-only jobs; ops can switch any job to another sequence in the builder.

Repairs, warranty check-ins, walkthroughs and pickups scheduled from the Installer Calendar, a customer profile or a job's ⋯ menu. They are never a quote: nothing on Pipeline, Invoices or commission. A Labor warranty repair counts against the installer whose install it was, on Reports, Labor Warranty.

Once a week, every installer with work in the window gets one text and one email: their jobs and service visits for the rest of this week and next week, tagged NEW / MOVED, with their permanent My jobs link. The office gets a copy (who was sent what, who could not be reached). Customers with work next week get one email with their days, from sales@soleilfloors.com, replies to the project manager. Between runs, a change inside the instant window below is texted to the installer right away; anything further out waits for the next run.

Every plan change syncs to the installers' Google calendars on save. If the sync function was down or a save could not reach it, the app now says so in red and tries again on that job's next save. After an outage, this button pushes every sold job with an upcoming dated visit through the sync in one pass: events the robot already created are updated in place, missing ones are created, nothing is duplicated. Installers get any scheduled text they never received. Admin and office only.

The trades installers can be tagged with, and the crews the Build Plan, sequences and production rates use. Drag ⠿ to set the fallback order (earlier = happens earlier on a job when a sequence has no phase for it). Type: Flooring = what gets installed, trusted over an installer's trade list; Remodel trade = any line of this crew makes the job a remodel; Other. Renaming a trade updates installers, catalog items, packages, sequences and rates. Removing one only takes it off the pick lists; existing records keep the old name.

Scheduled visits are mirrored to each installer's Google Calendar (set the Calendar ID on the installer). The app is the source of truth: if an event is moved in Google, the next save moves it back.

Text notifications moved to the 📱 Texts tab.

Edit the wording of every automated text. Type a placeholder in curly braces and the app fills it in; anything inside [square brackets] is dropped when a placeholder inside it is empty (so "[ Work order: {link}]" disappears on jobs without a link). Each box saves when you click out of it.

These texts are registered with the carriers as account notifications about scheduling. Keep "Soleil" in every message, keep them about the job, and never add promotions. The first text to a new number automatically gets "Reply STOP to opt out, HELP for help" added, so leave that out. Anything over 160 characters (70 when it contains · – or curly quotes) is billed as more than one segment.

The 10 most recent texts in and out of the Soleil number. See all texts opens the full log with search, 50 / 100 / 250 per page. Each customer's own texts also stay on their profile under Activity & Notes for good.

These appear as suggestions in every Vendor field (line items, package components, Reconcile Bills), alphabetically. You can always type a custom vendor on a quote and add it to this list right from the dropdown. Editing a name here only changes the suggestion; quotes already using the old name keep it.