Every time you complete a job for the customer you might want to keep the image of an installed unit or a repair on file. Credit for Comfort helps you keep track of those images for any accepted GreenSky or Fortiva financing offer.
They might also come in handy for any future manufacturer or lender promotions that require photos of installed equipment.
How does it work?
Go to Leads and History >> Applications
Locate a customer with the Accepted Offer from GreenSky or Fortiva
Click 'Manage Images'
Upload an image from your desktop or a mobile device
You can upload as many images as you like one at a time
To view loaded images, click on 'Manage Images' again
Use the arrows to scroll through more than one image
Example of Manage Images:
Example of Uploading an Image:
Note: You can snap a photo and load it directly when on a phone. The image will rotate into a portrait mode automatically. We recommend taking photos in portrait mode to avoid unwanted rotation.
Example of Reviewing Loaded Images:
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