01
Start with the right appointment
Reps open a schedule-first workspace with customer, address, appointment status, and sync context ready before the visit begins.
Sales software
Run every sales appointment from lead to signed packet.
Fieldaira gives home-improvement sales teams one appointment workflow for customer intake, measurements, pricing, financing, contracts, closeout, and sync.
Sales lane
Schedule to contract
Tablet flow
Offline aware
Pricing path
Proposal + finance
Closeout
Packet sync
Today's appointment
Kitchen, hallway, and stair runner estimate
Sales tablet
Customer
Primary + co-customer ready
Measurement
Rooms, photos, notes
Proposal
Good / better / best options
Closeout
Contract, policy, sync queue
Sales tablet visit
Appointment, measurement, proposal, contract
In progress
1
Schedule
2
Customer
3
Rooms
4
Measure
5
Pricing
6
Finance
7
Contract
8
Sync
What is Fieldaira Sales?
Fieldaira sales is an appointment-to-contract workflow for home improvement field reps. It covers customer intake, room measurements, pricing tiers, financing, contract review, signatures, and packet sync — all inside one tablet session.
Sales workflow
One visit flow from schedule to signature.
The sales lane follows the repo’s tablet flow: schedule, customer capture, room setup, measurement, pricing, finance, contract, appointment result, closeout, and sync log.
02
Capture customer and home context
Primary customer, optional co-customer, contact details, documents, rooms, photos, and project notes stay tied to the same sales record.
03
Measure, price, and present
Room measurements, line items, pricing tiers, proposal options, and financing decisions move through one appointment flow.
04
Close and sync the packet
Contract review, initials, dual signatures, cancellation acknowledgement, appointment result, print/email packet, and sync status close the loop.
Sales scenarios
Built for the whole in-home sale.
Fieldaira keeps every part of the visit in sequence, so the rep is not jumping between CRM notes, measurement tools, spreadsheets, contract files, and sync cleanup.
Rep opens today’s schedule and starts the selected appointment
Customer one and optional customer two are captured with documents
Rooms, photos, notes, and measurements feed pricing
Good / better / best proposal options are presented in the home
Financing path gathers payment type, financier, plan, and down payment
Contract packet renders with key terms, initials, and signatures
Appointment result captures sold, follow-up, or no-sale reasons
Offline work queues until the tablet can sync cleanly
Rep appointment lane
- Schedule-first entry for the active sales day
- Customer, address, status, and appointment detail panel
- Persistent stepper from schedule through closeout
- Sync pill showing queued work and last refresh state
Customer and project capture
- Primary and secondary customer flows
- Contact, address, household, and document capture
- Room list, notes, photos, and product context
- Measurement summary before pricing starts
Pricing and finance
- Package tiers and proposal comparison
- Line-item and subtotal review before close
- Payment type, financier, plan, and down-payment preview
- Finance applicant and co-applicant path when required
Contract and closeout
- Contract preview with customer, rooms, amount, and terms
- Initials and customer / rep signature capture
- Cancellation policy acknowledgement
- Final packet, email, print, and sync queue
AI-assisted sales
Help reps spend more time selling and less time reconstructing the visit.
Fieldaira can use sales activity, appointment context, measurements, proposal choices, financing decisions, and closeout results to guide next actions without hiding the manager’s review path.
Lead priority and next action
AI can help sales managers surface the appointments and leads that need fast attention based on source, timing, product interest, and stage movement.
Appointment prep
A rep can walk into the home with a clearer brief: source, property notes, open questions, prior activity, and likely customer concerns.
Measurement review
Guided capture and review signals can help flag rooms, photos, or notes that need another look before pricing moves forward.
Proposal and coaching signals
Managers can review common objections, pricing exceptions, financing patterns, and closeout results without reconstructing the visit manually.
Related industries
Sales for home improvement teams.
Flooring
Fieldaira helps flooring companies connect lead intake, in-home measurements, proposals, financing, job release, installer packets, customer updates, warranty, accounting, and reports.
Roofing and Gutters
Fieldaira helps roofing and gutter teams manage canvassing, inspections, photo evidence, estimates, approvals, installation scheduling, service follow-up, warranty, and reporting.
Windows and Doors
Fieldaira connects window and door lead intake, measurements, product selections, proposals, contracts, installer packets, project updates, warranty, and finance workflows.
Siding and Exterior
Fieldaira helps siding and exterior remodeling companies manage inspections, proposals, material decisions, crew schedules, completion evidence, warranty, and reporting in one workflow.
Kitchen and Bath Remodeling
Fieldaira supports design intake, estimate review, selections, approvals, staged scheduling, customer updates, documents, payments, warranty, and reporting for kitchen and bath remodelers.
HVAC
Fieldaira connects HVAC sales, service intake, diagnostics, estimates, installation schedules, technician notes, customer communication, invoices, warranty, and performance reporting.
Solar and Energy Upgrades
Fieldaira helps solar and energy teams connect site surveys, proposals, financing, approvals, installation readiness, customer communication, warranty, accounting, and reporting.
Decks, Patios, and Outdoor Living
Fieldaira helps outdoor living contractors manage design intake, estimates, material decisions, schedules, crew packets, photos, customer updates, warranty, and reports.
Garage Doors and Access
Fieldaira helps garage door and access companies manage service intake, estimates, installation schedules, technician notes, customer updates, invoices, warranty, and reporting.
Related features
Pairs well with
Most teams roll out Fieldaira surfaces in pairs — connected workflows that share the same customer, job, and KPI source of truth.
Canvassing
Door outcomes become qualified appointments on the sales calendar.
Installer
Signed contracts trigger install-ready handoffs with one source of truth.
Accounting
Contracts, financing, and deposits sync to invoices and ledger.
FAQ
Quick answers about Fieldaira Sales.
What is Fieldaira sales?
Fieldaira sales is an appointment-to-contract workflow for home improvement field reps. It covers customer intake, room measurements, pricing tiers, financing, contract review, signatures, and packet sync — all inside one tablet session.
How does Fieldaira sales work in the field?
Reps open a schedule-first view, select the active appointment, then walk through customer capture, room and measurement entry, proposal presentation, financing selection, contract signing, and closeout. The entire flow works offline and syncs when the tablet reconnects.
What industries use Fieldaira sales?
Flooring, roofing, windows and doors, siding, kitchen and bath, HVAC, solar, deck and patio, and garage door companies all use Fieldaira sales to run in-home appointments with proposals, financing, and contract capture.
Does Fieldaira sales include AI?
Yes. AI can help sales managers surface appointments needing attention, give reps a smarter brief before each visit, flag measurement or proposal gaps, and help coaches review common objections and pricing patterns after closeout.
Can I use sales without other Fieldaira modules?
Yes. Sales works as a standalone tablet workflow. Connected to canvassing, leads flow in with property context. Connected to operations and installer, sold work moves to job release without rebuilding the scope.
Sales rollout