Explore your responsibilities as a consultant and make quoting more efficient with Tint Wiz
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)
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)
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.
Within the project is where you’ll schedule events, send a quote, invoice, notes, etc.
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.