Map your workflow
Choose the first workflow to launch: CRM, roof reports, proposals, scheduling, payments, or a full sales-to-production rollout.
Documentation
Set up Home Vision around the way your team sells and delivers work.
Use this documentation hub to plan configuration, train your team by role, and understand how CRM, quote forms, roof reports, estimates, proposals, scheduling, materials, and payments connect.
Documentation workspace
Getting started readiness: complete
CRM setup checklist: in progress
Permissions review: pending owner approval
Quick start
A practical setup path for your first rollout.
Configure your modules
Set up users, lead stages, quote forms, estimate workflows, proposal packages, calendars, materials, and payment checkpoints.
Train by role
Give owners, reps, estimators, office users, and production teams clear responsibilities inside Home Vision.
Review adoption
Use weekly check-ins to review pipeline activity, proposal movement, scheduling handoffs, and payment readiness.
Module documentation
Find setup guidance by workflow.
Launch basics
Getting started
Workspace setup, rollout planning, role mapping, and first-week launch steps.
- Create your workspace
- Invite users
- Choose starting modules
- Map rollout milestones
Sales workflow
CRM setup
Lead stages, pipeline ownership, activity tracking, and customer timeline guidance.
- Pipeline stages
- Lead source tracking
- Rep ownership
- Follow-up tasks
Lead capture
Instant Quoter
Website quote form setup, project qualification, source tracking, and CRM handoff.
- Form placement
- Qualification questions
- Photo capture
- CRM routing
Roofing workflow
Roof Reports
Roof report workflow references for estimating, proposals, materials, and production handoff.
- Report request path
- Measurement review
- Estimate support
- Material handoff
Remodel estimating
Bathroom Estimates
Remodel scope sections, fixture groups, labor assumptions, and package options.
- Scope builder
- Fixture options
- Labor notes
- Good / Better / Best
Presentation support
3D Designer
Design workspace guidance for prepared visuals, material selections, and proposal support.
- Visual assets
- Option sets
- Selections
- Proposal handoff
Customer approval
Proposals
Proposal package setup, homeowner links, status visibility, approvals, and deposits.
- Package sections
- Option comparisons
- Status tracking
- Approval next steps
Operations planning
Scheduling
Consultation booking, site visits, production milestones, and job-record calendar context.
- Booking links
- Site visits
- Milestones
- Team ownership
Production readiness
Materials
Material planning, quantity review, readiness status, and production handoff guidance.
- Sold scope
- Quantity review
- Readiness status
- Job packet
Collections
Payments
Deposit requests, invoices, balance tracking, and payment readiness workflows.
- Deposit flow
- Invoice status
- Balance checks
- Payment milestones
Admin
Admin settings
Workspace governance, permissions, role controls, and implementation readiness.
- Role matrix
- Permissions
- Team access
- Governance review
Role-based onboarding
Give every team member the right starting point.
Teams adopt Home Vision faster when owners, reps, estimators, office users, and production teams each know which workflows belong to them.
Owner
Review rollout order, pipeline visibility, cash checkpoints, and team adoption.
Sales rep
Learn CRM activity, quote intake, proposal sharing, and follow-up expectations.
Estimator
Use report data, estimate sections, package options, and proposal handoff steps.
Office team
Coordinate scheduling, deposits, invoices, customer links, and handoff readiness.
Production
Review sold scope, materials, job packets, readiness, and install-day context.
Need help configuring Home Vision?
Book a walkthrough and we will map your setup path by module, team role, service line, and rollout timeline.