YND OS Help Center

Purpose

This page explains how a sent proposal turns into a sold job once the customer pays the Site Assessment Deposit (SAD).

Who owns it

CSR (Danielle), with the Door Expert (Phil) supporting the customer conversation.

Trigger

A proposal has been sent from /workbench and the customer is ready to move forward.

Steps

1. Share the customer-facing proposal link (/p/$snapshotId) if the customer needs to review it again.
2. Confirm the customer's chosen payment option: Financing (12 months, 0% interest), Full Project (50/50), or Discounted (100% down).
3. If the customer chooses the discounted option, a manager must approve using the Approve 100% down with discount button, typically from the /approvals queue.
4. Send the payment link (/pay/...) to the customer for the Site Assessment Deposit.
5. Confirm payment on /payments.
6. Once the SAD is paid, the job is automatically marked sold — verify the pipeline stage on /opportunities updates to reflect this.
7. If a correction is needed after the fact (wrong pricing, wrong scope), reverse ("unsell") the job and re-issue a corrected proposal rather than editing the existing one.

Done when

The SAD payment shows as completed on /payments and the opportunity's stage on /opportunities reads sold.

Handoff to

Dispatcher, who places the job into the dispatch queue — see /help/workflows/site-assessment-scheduling.

Common mistakes

• Sending a payment link before the discount approval is granted for 100% down deals.
• Assuming the job is sold just because a proposal was sent — it's only sold once the SAD is actually paid.
• Trying to edit an immutable proposal instead of reversing and re-issuing.
• Forgetting to check /approvals, which is not linked in the sidebar and can be easy to overlook.