Lenders — search differentiators & toggle which appear
Select Active Plan & On-Screen Options
Tap a plan to make it the active one. Check On screen for the plans customers may see in the tap-to-switch menu on the card — leave the special ones unchecked to keep them rep-only. The active plan always shows.
Promos
⚠️ Promos exceed the program cap.
Setup
Explanations & Tips
Training wheels. Leave on for the full walkthrough — every section’s description shows. Flip off for a streamlined, advanced view with just the controls.
Program
Pick the lead type. It sets the base discount and lines up which add-ons appear in the promos tab & heart menu.
Costco Shop Card
When on, each card shows a Costco Shop Card reward worth 10% of the discounted total, right by the total.
Executive Member +2%
Costco Citi Visa +2%
Uncommon — turn on only when a customer is a Costco Executive member (2% annual reward) and/or pays with the Costco Anywhere Visa by Citi (2% back). Each adds a small line worth 2% of what they spend, tucked under the Costco reward. Verify eligibility with the customer.
Silos — Name, Show / Hide & Price
Name each tier (remembered next time), switch it on or off, and set its retail price. Prices are internal — only the final number shows to the customer. Add an optional project name (e.g. “Guest Bathroom”) — it only appears on the card when you fill it in, and your last 10 are remembered in the dropdown.
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▸Promo Roll-Out Order · tap-to-reveal sequence
The order promo discounts roll out when you tap the price. Top rolls first. Only eligible discounts appear on screen — the rest are skipped in this order.
▸Project Scope Items · select & type notes
Hide the Project Scope box everywhere. It also folds together with “What’s Included” when you tap that heading on a card.
Items are OFF by default. Check the master box to add an item to every visible silo at once, or check just one or two silos for Plan A / Plan B (e.g. glass on one, not another). Only silos you’re currently showing appear as boxes. Notes show to the customer only if you type them.
▸Additional Notes & card content
Tap the header to fold these content & notes boxes out of the way. The toggle shows/hides the Additional Notes box on the customer’s cards.
▸“What’s Included” section · custom lines per tier
Hide the bullet list on every card for a cleaner screen. Even with it on, you can tap a card’s “What’s Included” heading to fold that whole card’s details away (scope & notes too) — a small arrow peeks out under the header to bring it back, and the price slides up.
Custom “What’s Included” Lines (per tier)
Lines you add show as normal bullets on that tier’s card, and are remembered automatically next time you open the tool.
Additional Notes (shows to customer)
Glass / Shower Door (shows in Additional Notes)
Review ratings carousel
Trust bar of your BBB, Google, Angi, Birdeye & Facebook ratings. Sits beside the bullets on a single silo, drops below on multiple.
Uncheck any source to pull it from the bar (e.g., a rough stretch on one platform). The bar re-centers and the arrows hide automatically.
Promo scope
Off = a promo you fire applies to every silo. On = the heart menu shows a little box per silo so you can drop a promo from just one or two.
Financing display
Custom Financing Plan
Add a one-off plan (e.g. a special rate). It joins the list in the Financing picker; check “On screen” there if customers should see it.
Label
APR %
Months
Price Assurance Guarantee
When on, "Price Assurance Guarantee" appears on each silo card.
Warranty Links
Opens in a new tab.
Edit on Screen (live setup)
Turn this on, close Setup, and you can click almost anything on the cards to change it — tier names, the product line, and the “What’s Included” bullets (edit, add, or remove). Changes stick until you change them again or run a full reset.
Pricing Reveal
Open with the price tucked in a drawer so you can walk the value first, then tap Reveal Investment at the close. Tap again to slide it back.
Reveal mode
Stack past the limits
Rep-only. Off = lean: Military/Senior stay either-or and the heart hides anything past your cap. Flip it on for a tough deal to stack Military + Senior together and push past the cap. The customer never sees this switch.
Jacuzzi Logo on Cards
Master shows it on every silo; uncheck a silo to hide it there. (Text placeholder for now — send your official Jacuzzi logo and I’ll drop it in.)
Dealer Fees (internal only)
Never shown to customers — appears only in the rep-only Financing list.
Manager Codes Storage (not displayed)
Stored here only. Not shown anywhere else.
Reset All Setup
Wipes every saved setting on this device — prices, promos, product types, custom bullet lines, project names, tier names. Asks you three times first. There’s no undo.
Apply Promotion×
Switch Plan×
Edit mode — click items on the cards to change them
