You can recommend additional items, services, or warranties from your Accessories category. Additionally, you can Recommend FlexJobs. 'Recommending' means putting the items in front of the customer without impacting the proposals' total price.

In other words, you will provide your expert recommendations, but leave the shopping power in consumers' hands. If the homeowner wants they will add the recommended item to the proposal before accepting it. If not - at least you know you did all you could to provide them with all possible options.

1. Reach the Accessory Tab when building a proposal 

 2. Click on the drop arrow to the left of the desired accessory and check off the Recommend circle if you want to Recommend the proposal to the homeowner. The homeowner will then be able to add that accessory if they want to purchase it

3. Double-check if your recommendations are correct on Summary Page.
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4. Let your customers decide which products best fit their budget.

​5. See which products are selling well when Recommended inside Proposal Inspector.

NOTE: you can only recommend one of the same Accessories on a proposal. To Recommend more than one, consider using FlexJobs with Included Products.

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Example of Recommending an Accessory:

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