SupportHelp ArticlesAdmin & Company Setup
Appointment Format
Appointment Format is where an admin sets up the shape of every appointment a rep runs — what shows up on the contract, what questions the rep asks the customer at the kitchen table, what meeting-plan steps walk a rep through the visit, and what templates of customer/contractor wills they pick from.
Articles in this section cover the templates and lists that live in Admin → Appointment Format.
Setting up customer interview questions Pending verification
An interview is a set of structured questions the rep asks the customer during the Information tab. This article covers the admin-side question setup and how reps answer them on the appointment.
Setting up meeting-plan templates Pending verification
A meeting plan is a checklist a rep walks through with the customer during an appointment. This article covers the admin-side template setup and how the rep uses it on the appointment.