Opening ScreenOpsGetting today’s work ready

Tablet consultations

Guide the consultation from customer context to payment.

Use the current four-step consultation workflow to confirm the customer, build line items, review the estimate, and handle payment. Keep measurements, photos, and documents with the related job records.

The work this connects

Consultations lose momentum when technicians jump between paper forms, calculators, photos, and office calls. ScreenOps presents the next required step without hiding the underlying job context.

Current ScreenOps Field Visits · Consultation workflow using fictional Sonoran Screen and Shade demo records
Field Visits · Consultation workflow · ScreenOps

What stays connected

  • Assigned visit and job context
  • Customer and property confirmation
  • Line items and selected options
  • Estimate review and approval
  • Company payment policy
  • Related photos and documents

Follow the workflow

  1. Customer
  2. Line items
  3. Estimate
  4. Payment

Common questions

Is the consultation experience designed for tablets?

Yes. The field flow uses large touch targets, staged data entry, attached media, and responsive layouts intended for landscape and portrait tablet use.

Can a technician revise options with the customer?

Yes. Configuration and estimate stages are connected so options can be adjusted before the customer accepts the work.

Keep the work moving

See verified measurements ↗
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