how-hearth-tools-work-together-sales-process-learn_center.mp4

Integrating Hearth into your sales process is easy. Our tools save you from driving around town chasing down paperwork and deliver your clients the professional customer experience they expect.

Of course, you can send digital quotes, financing links, contracts, and invoices individually, but the time and cost-saving benefits of Hearth multiply when you use them together.

Using Hearth, you can send clients professional, digital quotes for their approval.

• Start by clicking on Send New and Send Quote.
• Fill out your client’s information and all the prompts to complete the quote. Then hit send.

In a Hearth Quote, you can include your client’s estimated monthly payments for their project and a link to the pre-qualification form so they can find financing options for their project.

If they like what they see and they fill out the form, you’ll get notified if your client gets pre-approved for a loan.

• From your dashboard, click on the workflow tab, and click on financing. Find your client, and then click on their name.
• From there scroll to the financing section of their profile.

There, you can see the amount they requested, the lowest amount they can finance, and the highest amount they can get funded.

This feature gives you the ability to contact your clients when they receive their offers to discuss their results and reevaluate the scope of their projects.

Now, it’s time to seal the deal. Approved Hearth Quotes easily convert into digital contracts, which your clients can sign from anywhere.

• To convert a quote into a contract, go to quotes in your left hand menu and click on your client’s name. Click on convert to contract.
• Review your clients’ contact information and follow the prompts to complete the contract.
• When creating your client’s contract, make sure you include project payment details. Include any deposits or milestone payments you need.

Hearth gives you the power to automatically send a digital invoice for your client’s job once they sign a contract.

• Just click schedule a payment request upon signature of the contract.
• Then include the amount you want to request and a description of the payment.