HG Direct Contract Guide

SALES REPOpen the customer's contact and press Build Contract

Contacts → the customer you just ran the appointment for. The top bar carries Change Order Form · Build Contract · View Installer Packet · Add Project Details · Service Request. Press Build Contract.

SALES REPPick Heavenly Greens Direct

A new tab asks Which contract is this? Press Heavenly Greens Direct. Costco is the other track and has its own guide.

SALES REPThe Build Contract form opens with the customer already filled in

Name and email come from the contact. You add Phone, Billing Address, City, Zip, and whether the job address is the same as billing. The Sales Rep block pre-fills from the contact's assigned rep — confirm it is you: that name prints on the contract and receives the signing copy.

SALES REPThe job, the waivers, the products and the payment schedule

• Job: approximate start (e.g. 4–6 weeks out), duration, gopher wire, site check, project area, turf area (auto-sums from turf lines), location ticks, and the job description that prints on the contract.
• Waivers: tick every one that applies — they go to the customer automatically after full signature, never before.
• Products & Services: Category → Product (frequently-used first; Write in a product… for anything else), Qty, Unit, Price, Warranty years. + Add line item for more. At least one line, total above $0.
• Payment Schedule: the deposit is computed for you (California law: 10%, capped at $1,000). Pick Deposit Paid By, add any Materials / Start of Work / progress payments; Final Payment is the remainder. Read the totals box.

SALES REPPress Create Contract and review the draft

The page keeps your form and shows the Installation Agreement Draft card: customer, phone, email, rep, document ref, version — with Approve & Send to Customer, Reject — Needs Fixes, Open PDF in new tab and Delete.

SALES REPOptional: open the PDF and read the draft

Four pages: agreement, terms, waivers, signature page. Read it the way the customer will.

SALES REPPress Approve & Send to Customer on the draft card

You land on the Rep Review page, headed with the job number (HG-000xx): Review required. Please verify every field is correct… Once you approve, the customer receives the signing link immediately.

SALES REPPress Approve & Send to Customer again, then OK

The browser asks Approve this draft and send the signing link to the customer? — OK is the send. The customer gets the signing link by email (and by text if a mobile is on file); you get the signing copy.

CUSTOMEROpen the signing link → the Sign page

Steps 1 Review · 2 Sign · 3 Done. A NEXT SIGNATURE box counts the required spots (0 / 6) with Take me there ↓.

CUSTOMERPress Take me there and Confirm each spot

A small box opens at each signature spot with their name pre-filled — Confirm, then on to the next (product acknowledgment, waivers, terms…).

CUSTOMERWhen every spot is confirmed: Sign Installation Agreement

The box reads READY TO SUBMIT. They tick I agree these typed entries are my legal electronic signature (the button stays grey until they do), then press Sign Installation Agreement.

CUSTOMERDone: Signature recorded

After salesperson has countersigned, a fully executed copy will be emailed to you.

SALES REPOpen your signing copy: Final signature required

<customer> has signed. Review and add your signature to complete it. NEXT SIGNATURE: Salesperson signature, 0 / 2 → Take me there → Confirm ×2 → tick the e-signature agreement → Sign Installation Agreement.

SALES REPThis contract is now fully executed. All parties have been emailed a copy.

The engine then creates the deposit invoice in AGM and sends the customer the pay link — nothing for you to do.

CUSTOMERThe deposit invoice arrives by email with a Pay link

From accounting@heavenlygreens.com: Heavenly Greens — Deposit (HG-000xx), due in 7 days. The hosted invoice page shows the deposit line and a Pay button.

CUSTOMERPay by card

Press Pay → card form → pay.

CUSTOMERThe invoice shows PAID

Completed date and time, amount paid, PDF download. The customer is also emailed the executed contract, the invoice and the payment receipt.

BACK IN AGMThe Conversations timeline

Opportunity created → Customer Signed → Installation Agreement fully executed → thank-you email → New Invoice Sent → the ticked waiver went out automatically → Deposit Invoice Sent → Payment received → Deposit Received.

BACK IN AGMThe Notes panel

Draft ready (review link), Sent to Member, Customer Signed, Installation Agreement Finalized with the signed PDF link.

BACK IN AGMThe opportunity card sits in Deposit Received

Opportunities → 1. Lead Flow: the HG-000xx card now shows the contract value in Deposit Received, and installer-packet prep has fired.