This goal of this project was to produce an app that in-home salespersons could use to configure, present, and sell home improvement projects to homeowners. Previously all these processes were implemented in multiple paper forms.
This app supports the replacement of windows, doors, roofing, gutters, and siding. The app starts with an in-home appointment that has been set up with the homeowner. The salesperson performs a measurement operation for the requested set of home improvement products. The salesperson then sits down with the potential customer to view the benefits and configuration of those products. The customer provides feedback on the configuration of the products and then the benefits and pricing of the product offerings are presented. This typically includes price, financing, and pricing tradeoffs (good, better, best comparisons). If the customer decides to purchase the product(s), the salesperson guides them through the app’s contract signing process, including contract clauses and install appointment dates.
- App: The app is implemented using the Cordova Hybrid App Framework, targeted for Android and iOS platforms.
- App Portal: The app communicates with a .Net portal server which in turn is connected to a series of Google Sheets that specifies the pricing models for all the home-improvement products. This enables the home-improvement company to update pricing without making a new version of the app. Promotions and other business rules are also supported in the portal.
Appointment CRM: The app also connects to a Salesforce-based system to retrieve appointment data and push sales configurations and contracts so the company can manage the overall workflow of sold projects.