A day in the field with HeadRail.

1. Install the apps (once)

Your owner invites you by email. Open the invite, set your password and tap Create account. HeadRail has two apps with one sign-in: HeadRail Field for the home visit and HeadRail CRM for your day.

1. Sign in on your phone or tablet.
2. Open the menu (☰ in Field, More in the CRM).
3. Tap Install app and follow the steps for your device.

Step-by-step for iPhone, Android and computers: getheadrail.com/get-app.

2. Start with My day

1. Open HeadRail CRM.
2. Tap My day. You see your calls, follow-ups and appointments, overdue first.
3. Before you drive: tap Confirm on an appointment to text the customer from your own phone.
4. On the way: tap On my way.
5. At the house: tap Quote (Quote in the app on a bigger screen). HeadRail Field opens with that customer, so the quote lands on their record.

3. Rooms and sizes

HeadRail Field has three tabs: Rooms, Quote and Visualize. Work one room at a time.

1. On Rooms, tap Add the first room.
2. Pick the room from the list, or type its name.
3. Type Window 1's Width and Height in inches. Tap a fraction (1/8 to 7/8) to add it.
4. Change Qty or Panels if needed.
5. Tap Add window for the next window. Tap the copy button on a window to repeat the same size.
6. Tap Photo to keep a photo of the room (optional).

4. Pick each room's product

A room is priced only after you pick its product. Until then it says Choose a product.

1. Tap Choose a product.
2. Tap Product and pick one. The search box finds it fast.
3. Tap Color and pick the color.
4. Tap Options and set mount, lift and the rest.
5. Tap Done. The room shows Ready and its price.
6. Different product on some windows? Tap Another product here.
7. Tap Next room at the bottom, or Add a room after the last one.

Tap All rooms to see every room with its product, a dot per window and its price. "Needs an office price" means the office prices that window by hand.

5. Show it on the window Plus and up

An AI preview shows the customer's own window in the product they picked. It takes about 15 to 40 seconds. On the Starter plan the button says AI previews: available on the Plus plan.

1. Tap Visualize.
2. Pick a room (See room) or one window.
3. Or tap Take photo and photograph the window straight on, the whole frame in view.
4. Tap Show it on the window.
5. Drag across the photo to compare before and after, or hold Hold for before.
6. Try a different color: change it, then tap Show it on the window again.

Your previews left this month show at the top of the menu. Not taking photos at this house? Tap Measure and quote only.

6. The quote

1. Tap Quote. You see each room, the subtotal, tax and total.
2. Optional: pick a Promotion your owner set up.
3. Optional: tap Add a discount for % or $ off the whole quote, or Discount single windows. Your owner sets the most you can give.
4. Tap Save & show proposal.
5. Type the customer's Name and an Email or Phone.
6. Read the consent line to the customer. Tick it only if they say yes.
7. Tap Save & show proposal.

7. Sign in the home, or send the link

After saving you see Lead saved with two choices.

Sign now, on your device

1. Tap Show the proposal to sign.
2. Tap Sign on this device.
3. Hand the customer the device to read the proposal.
4. They type their full name and sign in the box with a finger.
5. They tick I accept this proposal and the box to sign electronically.
6. They tap Accept and sign.

Send it to them

1. Tap Send a link to the customer.
2. Tap Copy and text the link, or tap Email it to the customer.

The link is private and the customer signs on it. Tick Leave out the photos first if you want rooms, products and prices only. You see when they open it in the CRM.

8. The deposit

Once signed, the proposal shows the deposit due.

• Paying online: if your company uses Stripe, the customer taps Pay the deposit online on the proposal. It is recorded by itself.
• Paid you another way: open the proposal (the signed-in view) and tick Deposit collected. For a different amount, fill in Amount ($) and Paid by and tap Deposit received.

Done? Tap Start the next house.

9. No signal (basements, rural homes)

• Open both apps once while you have signal, ideally the morning of your visits.
• With no signal, HeadRail Field shows Offline. Keep measuring: the house is saved on your phone as you go.
• If your owner turned on pricing with no signal, prices still show. If not, they come back with the signal.
• Previews need a connection. Make them when you are back online.
• A lead saved with no signal waits on your phone and sends by itself when the signal is back. Don't sign out until it has sent.
• The CRM keeps today's and tomorrow's appointments, with addresses and phone numbers, for when the signal drops.

10. Blinds Buddy

Ask Blinds Buddy about the products, size limits, fabrics, options and upcharges in your company's catalog. Prices are your selling prices.

1. Open the menu (☰) in HeadRail Field.
2. Tap Blinds Buddy.
3. Type a question, like "What is the widest cordless cellular shade?"

Double-check anything important in the quote before you promise it.

11. Tips

• Charge your phone. Previews and the camera use battery.
• Take the photo in daylight, straight on, with the whole window in view.
• Pick a product for every room before you show the quote. A room with no product is not quoted.
• Use Measure and quote only when the customer does not want photos.
• After the visit, log how it went in the CRM: How did it go? sets the next follow-up for you.
• Stuck? Tap Help in the menu, write what happened and tap Send to HeadRail.