Features
Features built around the in-home appointment
Sylk System’s features cover the whole in-home appointment, from the price guide reps quote from to the contract the homeowner signs. Each one works from the same data, so nothing is retyped between steps.
All features
Price guide
One list of products, options, and upcharges every rep prices from.
Quotes
Secure quote links and PDFs with expiration dates and view tracking.
Contracts
Homeowners sign and initial on the rep’s device; the PDF saves to the job.
Homeowner presentation mode
Client View: a homeowner-facing screen with no costs or app chrome.
Rep scheduling
Weekly availability, blocked dates, and time off requests per rep.
Lead assignment
Dispatch appointments by office; reps accept or decline from their phone.
Team roles
Owner, manager, and rep roles with server-enforced permissions.
Dashboards
Manager and rep dashboards for today’s work and the team’s results.
Common questions
More answers are on the FAQ page.
Do these features work on a tablet?
Yes. Every feature runs in the web browser on a tablet, laptop, or phone. Reps use the same account on any device.
Do the features share data with each other?
Yes. The estimate a rep builds from the price guide becomes the quote, and the accepted quote becomes the contract. Leads, availability, and dashboards read from the same records.
See it with your own team in mind
We'll walk through it using the way your reps sell today.