Deals and handoff

This video covers Deals: the board, a new deal, the deal page and its tabs, marking a deal Won, and the Handoff that gets a won job ready to start.

The table

Every booked estimate opens a deal. The Deals page is a table in three parts: Active, Won and Lost. Click a cell to change the stage, owner, estimate date, value or follow-up right there. Each row has Call, Text and More, and the arrow at its start opens the deal in place.

Board and bulk changes

Switch to Board for cards in lanes by stage or by location, and drag a card to move it. In the table, tick several deals to change their stage, owner, location or project type at once. Won and Lost are one deal at a time.

New deal

Click New deal for a job that skipped the lead stage, like a repeat client, a referral or a walk-in. Type the client's name, phone and email, the project type, how they found you, the location and the owner. An estimate date books the estimate appointment too.

The deal page

Open a deal. Across the top are Call, Email, Text, Team chat, Book appointment, Stage and New quote. The stage bar runs from New estimate to Awaiting quote, Proposal sent, Followed up and Design meeting, then Won or Lost. Click a step to move the deal.

Overview

The Overview tab lists the deal's quotes, each with a preview. Under AI insight, click Read this deal to get how it's going and what to do next. Add follow-ups with a date, a task and who does it, and see the deal's appointments.

Estimates and files

Estimates and files holds the on-site estimates, documents like the contract, and the deal's files in folders: Quote and contract, Drawings, Design and selections, Site photos, Permits and inspections, and Other.

Activity and messages

Activity is the deal's timeline, with notes the client never sees: type one and click Add note. Messages puts the deal's team chat, its texts, and, with your inbox turned on, your emails with the client in one place.

Won

If the client signed outside the quote link, click Mark the signed quotes and tick the ones they signed. Their total becomes the deal value. Before a deal is Won, ECHOPS asks for anything missing, like the address, ZIP code, source, designer or estimate date.

Lost, and after Won

Lost lets you add a reason, with quick picks like Over budget. A won deal becomes a project. In most trades, the job then waits in Handoff until it's ready to start.

The Handoff board

Handoff lists won jobs before the work starts: how ready each one is, the spec sheet, materials, questions, project manager and start date. Click a job to open it.

The checklist

Answer each Before day one question with Yes, No or Not needed. Materials tick themselves as orders come in; tick the rest by hand. Click Make the spec sheet, add anything else the crew should know, then click Handoff complete, and the job moves on to Projects. Owners and admins change the questions in Settings, under Project setup.

A job is ready when every question is answered, nothing is a No, the materials are in, and the spec sheet is made. Next: Projects.