Feature

A screen you can turn toward the homeowner

Homeowner presentation mode, called Client View in Sylk System, switches the rep’s device to a homeowner-facing presentation with no costs, internal labels, or app navigation. It shows the homeowner their options and pricing, plus a Your Consultant section with the rep’s name, phone, and email.

Nothing on screen you have to explain

Client View hides the sidebar, notifications, role labels, and every internal action button. The homeowner sees a presentation, not the software the rep runs the business on.

Pricing without the margins

Cost data never reaches the homeowner view. Reps can talk through options and totals without angling the tablet away from the table.

Contact details that match the paperwork

The Your Consultant section pulls from the same source as the quote PDF, so the name, phone, and email on screen always match what the homeowner takes home.

Runs on the device reps already carry

Client View works in the browser on a tablet, laptop, or phone. There is nothing to install before the appointment.

Common questions

More answers are on the FAQ page.

  • Is Client View a separate app?

    No. It is a view inside Sylk System that the rep switches to during the appointment. It uses the same estimate, so nothing is copied or exported first.

  • Can a homeowner reach the rep’s account from Client View?

    No. Client View has no app navigation or rep action buttons. The homeowner sees only the presentation and the consultant contact details.

  • What contact details does the homeowner see?

    The homeowner sees the assigned rep’s name, phone, and email in a Your Consultant section. It uses the same data as the quote PDF, so the two never disagree.

See it with your own team in mind

We'll walk through it using the way your reps sell today.

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