Chapter 11: Offers & Compare — Window Master Academy

Step by step

What offers are

Offers are preset discounts set by the owner. One tap fills in L1, L2, L3 and the $ amount for you.

Today's offers

Loading today's offers…

The offer bar

The Offers bar sits right above L1, L2 and L3. Each button is one offer that is active for this province.

A greyed offer

A grey button means the quote doesn't qualify yet. The reason shows under it, for example Needs 8+ windows (5) · Needs $10,000+ list ($9,092).

TIP — Each offer counts differently. $2,500 Off Install counts window and combo lines × qty. $250 Off Every Window & Door also counts patio doors. Doors from + Add Door don't count for any offer.

Applying an offer

Tap an offer and a Promo: <name> pill appears. Tap × on the pill to put back your numbers from before.

Adjusting after an offer

On a stackable offer, you can add L2 or L3 within the caps: L2 up to 30%, L3 up to 10%, total up to 60%.

WATCH OUT — You can't raise the $ amount above the offer's preset. That needs the office (owner or admin).

Compare offers — Rep view

Compare offers opens every qualifying offer next to Current quote. Rows: customer pays, You save, HTR net, difference vs current and your commission.

TIP — HTR net is the price before tax after all discounts. Difference vs current shows how much more or less HTR keeps.

Customer view

Switch to Customer view BEFORE you turn the screen around. It shows only the offer name, regular price, You save and Your price.

TIP — Best value for you marks the qualifying offer with the lowest price for the customer.

WATCH OUT — Never show Rep view to a homeowner — it shows HTR net and your commission.

Switching live and Apply

Tap a column to highlight it while you talk. Tap Apply under a column to put that offer on the quote.

Presenting offers to the customer

1) Build the full quote first — all windows and doors. 2) Open Compare offers and switch to Customer view. 3) Let the customer see each option's Your price. 4) Tap the one they choose → Apply → 💾 Save Quote.

TIP — Up against a competitor's 30% off? Compare final prices with tax, not discount headlines.

WATCH OUT — Never promise an offer after its end date, and never quote a 'regular price' the app doesn't show.

When the quote stops qualifying

Remove lines and the quote may no longer qualify. An amber warning appears and saving is blocked until you switch or remove the offer.

Locked quotes

On a locked quote the offer bar is read-only. You can't apply or remove an offer.

What the customer sees on paper

The Quote and Contract show Promo: <offer name> in the pricing block. A $ offer shows as its own line, for example Less: Installation credit −$2,500.00.

Per-unit offers ($ off every window & door)

$250 Off Every Window & Door gives $250 per window and patio door, up to $5,000, from 4 units. The credit updates by itself when you add or remove lines.

WATCH OUT — It can't be combined with other offers: L1, L2, L3 and Additional $ are set to 0 and locked while it's on.

Per-unit offer: live example

10 windows = 10 × $250 = $2,500 off. 8 windows + 2 patio doors = $2,500 off. 25 units = capped at $5,000. 3 units = not eligible (min 4).

When a promo ends

After the end date the button disappears. A quote that still has the offer shows Promo ended — switch or remove the offer, and Generate Contract and Send for Customer Signature are blocked until you do.

TIP — Signed and locked quotes keep their promo — nothing changes on them.

Offers & Compare