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hello im june getzinger im the sales builder pro app trainer here at intelligent mobile support im going to demonstrate the workflow for a pro connect hvac proposal to build your pro connect quote youll touch the navigation menu and select quick proposal customer name is the only required field customer number lead source and job number are optional if you know the dispatch number you can enter it in the customer number field and if you know the lsc number enter it in the job number once youve entered a customer name touch continue on the customer tab youll fill in all the necessary customer information information entered here will auto fill in the customer quote and on the pro connect membership form on an ipad were going to move from left to right through the tabs across the bottom on an android device your tabs will run across the top of your view or in a drop down you can also swipe from right to left on an android device im going to tap on company move to the company tab