Live Send creates and sends a real GHL estimate only. It does not submit
the form or photos.
Secure Access
Checking login...
Use your inspector email and PIN to sign in.
Auth
Inspector PIN login
Use your inspector email and assigned PIN. Google/email-code login
is off for this app.
Use the inspector PIN login below. If it fails, check the email/PIN
or ask Benny for a reset.
Reset
1 · Customer Lookup
Regular users send as themselves after login. Admins can switch
inspectors here; the same selection is used as the GHL estimate
sender.
Or search manually.
2 · Pricing Source
Financing
Wisetack / PACE carried into quote preview
Show Commission
Monthly Payments — Wisetack
Customer prequal link + Wisetack support.
Wisetack
0% interest
Lowest
—
Target
—
T+
—
Renew Financial application link + support contacts.
PACE
~9.49% APR
Lowest
—
Target
—
T+
—
Insulation Pricing
Lowest
—
10% comm
Target
—
12% comm
Target Plus
—
15% comm
Add-ons
Garage
Garage INCLUDED
Keep the included garage line in the estimate.
✓
Garage NOT INCLUDED
Keep the not-included garage line in the estimate.
Discount
Optional. This will show as a discount on the GHL estimate.
Grand Total
Insulation — Target—
Total
Selected tierTarget
Selected total before FPL rebate—
FPL rebate discount—
Manual discount—
Subtotal—
What you earn on this quote
—
Where the discount comes off
I found this lead myself
Adds 5% of the job, up to $500, on top of the rate.
3 · Checkout Split
Last payment automatically gets the remaining balance.
4 · Template + Product Match
5 · Template Preview
Enter pricing first.
Enter pricing first.
Send locked until customer, pricing, and mapping are valid.
6 · Form + Pictures
Fields marked with * are required before saving.
Select a customer or sent quote first.
Form + Pictures is separate from sending the estimate. Pick a recent
sent estimate or use the current quote, then save/upload the form.
Optional unless the quote used financing; then it autofills.
Only for Wisetack or PACE. Enter the amount the customer is
financing.
Required only when installing knee wall / standard batting.
If you choose Other, write the exact joist width in the notes.
Saves to the GHL contact notes so the team can reconnect with the
customer later.
Duct job detected — duct form opened
Duct Inspection Report
Only fill this out for duct replacement, new duct install,
plenum, boots/cans, grills/register replacement. Skip for duct
cleaning, HVAC one-offs, UV lights, or service-only work.
For test run: saved to the GHL duct photo field when deployed
live.
Uploads to GHL conversation storage and attempts the GHL
form/document file field.
Use Save Full Form when the inspection report is
complete. Use Pictures Only to upload/send photos
without filling the required form fields.
Running total
—
Recent Quotes
GHL shows real sent estimates. Tap one to add the form/photos later.
This device shows saved pricing drafts.
Sent from GHL
Loading GHL estimates...
Saved on this device
Mapping Health
Admin view for GHL templates and products used by live send.
App Usage Metrics
Admin view: who is sending quotes and who is saving Form + Pictures
from Quote Builder Plus.
Loading usage...
Send Estimate to Customer
This sends the GHL estimate only. It does not save
the form or upload pictures.
Estimate Sent
How to Use This App
Quick app setup and quote-builder flow.
Build a quote
1
Pick the service, enter sqft, and choose Lowest, Target, Target
Plus, or a manager-approved manual price.
2
Add services from the product list. Type in the picker to find the
line, then check the actual GHL product, price, and description
shown under it.
3
Load today's appointment or search the customer manually before
pricing, confirm the template/product match, then send the GHL
estimate. Forms/photos are saved separately after the estimate is
sent.
Add to iPhone Home Screen
1
Open this page in Safari.
2
Tap Share, then Add to Home Screen.
3
Tap Add. It will open like an app from the home screen.
