OvalCreated with Sketch.
OvalCreated with Sketch.

Consultant Training

Explore your responsibilities as a consultant and make quoting more efficient with Tint Wiz

1. Accept Your Invitation

Tint Wiz utilizes an invitation system to add new members to businesses. To join your company’s Tint Wiz account you must first accept an invitation from the business owner.

If you did not receive the invitation email, please check your spam folder. You can also ask the business owner to resend the invite if needed (check for any typos)

2. Download the App

Get the Tint Wiz app for your phone and tablet by going to the app store and downloading it for free. (Apple iOS and Android)

You can also use Tint Wiz from a computer or any device at app.tintwiz.com

3. Check the Schedule

Once you’re logged in you’ll see the schedule on the dashboard. Adjust the calendar or list view to your liking and then check the schedule for appointments you are assigned to or appointments that were left “unassigned” that you may be able to complete.

Appointments can be any color you’d like; by default consultations are blue, installations are green, and misc events are orange. 

4. Click Into a Project

Within the project is where you’ll schedule events, send a quote, invoice, notes, etc. 

OvalCreated with Sketch.

Events / Appointments

Schedule installations, consultations, any type of event. You can schedule as many events for a project as you need to, optionally assigning the event to yourself or a coworker. Your customer will automatically get an appointment confirmation by text message and email.


Enter the width and height measurements of residential, commercial and marine windows. Square Foot is automatically calculated for you and these measurements will transfer over to the proposal and invoice making both quick to make and effortlessly detailed.

Tint Applications

In an automotive project, once the customer picks their film and shade you can select it in Tint Applications. The selected tint applications will automatically appear on the invoice for the customer’s record.


Select the roll of film you’re using for that project and record the film usage either by entering your cuts or weighing the film.


Setup canned services for absolutely everything your business offers. For projects that don’t require sending a proposal, simply select the appropriate services for the project and go straight to creating an invoice. For projects that do require sending a proposal, use services to quickly build the proposal. Approved services will automatically reflect on the invoice.

Project Price

The total price is automatically populated from approved services or an approved proposal. You can also manually set your project price.

OvalCreated with Sketch.


Each project can have one proposal and that proposal can have as many solutions (options) as you’d like. You can give your customers good, better, best type solutions in the proposal where they’ll pick one of the options. Or you can select “allow select together” on the solution which makes it an option the customer can select along with another option.

Extra solutions are a perfect upsell opportunity to present additional options the customer may not know about. Upload pictures to your proposal solutions to really set yourself apart from other bids.


Quick and easy to send because the info for the invoice is all populated from the project. Apply partial or full payments of any kind and send the receipt through email with just a couple clicks.

If you’ve integrated Tint Wiz with Quickbooks online, when saving the invoice in Tint Wiz, the customer and invoice is automatically created in your Quickbooks. When a payment is applied to the invoice in Tint Wiz, the payment is automatically applied to the Quickbooks invoice as well.

Project Attachments

Attach before and after pictures and videos as well as artwork, contracts, absolutely files you want to store with the project. Quickly reference those files anytime you need. Use “tags” to create a sortable gallery in the Uploads section of your Tint Wiz.

Project Notes

Quickly and easily save all notes regarding a project. Use notes as a way to communicate with coworkers and create reminders by selecting “Create Task” and assign to yourself or a coworker. You can also create a task without assigning it to anyone which creates a “pending task”. Pending Tasks can be “taken” by any admin which makes the task theirs.

5. Consistency is Key

Strive to be consistent in your efforts. Always use “Notes” to record any interactions with the customer or to notate details about the project. Notes can also be “assigned” to another coworker, creating a task for them. Using notes and tasks eliminates unnecessary questions and mistakes.

Check in and out of your events so you never have to be asked if you’re done yet. Take before / after pictures and upload them to the “Attachments” in Tint Wiz so that you have have record of your work if anything is ever called into question. Having before / after pictures of your work is also extremely valuable for sales and marketing.

“‎Determination, effort, and practice are rewarded with success.” ― Mary Lydon Simonsen