Post on 29-May-2018
Step 9: Select Paint Upgrade • Enter Valspar Paint Name • Enter Valspar Paint Number • If it doesn’t match – it will
show TBD
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M2O: Paint Upgrade
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Step 10: Select Door Style • Value Series – Standard Door Only • Classic Series – Choice as shown above
M2O: Door Style
Premium Raised Panel Door Upgrade
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M2O: Package Upgrade
Step 11: Package Upgrade • If a Guardian Package is
selected, TF or Felt will not be an option for add on independently
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M2O: Windows
Step 12: Add On Windows • Select single or multiple windows • Select the quantity required
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M2O: Storage Loft
Step 13: Storage Loft • One Loft is (included) • If “Additional” loft is
needed – select additional loft and quantity.
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M2O: Additional Work
Step 14: Additional Work • All accessories are chosen
through process • Additional work question
(similar to ISST layout) Scope/Price
• Fill in Description • Fill in Cost/Value
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Step 15: Complete/Save Quote • Total project pricing will show at
bottom of screen • Save Quote
M2O: Complete/Save Quote
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Step 16: Submit Quote • Print 2 copies of the Quote- one
for the customer and one for Heartland
• Click the ‘Submit’ button in the top right corner to make the quote available in ISST
M2O: Submit Quote
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ISST: Upload in ISST
Step 17: Upload in ISST • Upload project in ISST • Select ‘Customer Search’ at the top
of page and look up by customers’ phone #
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ISST: Finalize Purchase
Step 18: Finalize Purchase • Open Quote and include any other
purchases • Click ‘Checkout’ at bottom of
page to finalize purchase • Print Contract for Customer to sign • Print Store Copy and Installers
Copy • Process Payment • Fax M2O copy and Installers copy
to Heartland – 1-734-242-6960