Palmetto

Ask Nicely for Build Partners

Be professional and respectful while at the customer’s home.

Professionalism on Job Sites

Set clear & realistic expectations for the day of install & beyond.

Setting Expectations for Homeowners

Stay organized, keep everyone safe, and work more efficiently.

Clean Install Job Sites

Communicate timelines so customers know what to expect.

Timeliness for Installations

Keep in mind the appearance of the customer’s home and system.

High-Quality Installations

Use this script to confirm your arrival time with the customer.

ETA Script for Build Partners

Use this script to greet the customer and review plans when you arrive.

Arrival Script for Build Partners

Use this script to review the system with the customer after installation.

Post-Installation Script for Build Partners

Ensure customers know the status of their installation and inspection with leave-behind door hangers.

Post-Install Door Hangers

Alicia Gibbs

Stephanie Bingham

Customer Experience

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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