Site Report App — pre-handover review

Screen 1 of 12 — Find the client

Going screen by screen before the sales team gets this. Live tool: roofsealing-sitereport.pages.dev

Screen 1 — Find the client
STEP1 / 12

What this screen does

Sales searches the customer by name — live against Zoho Books. If the client isn't found, "New customer" lets them capture a name + phone instead, and the Books contact gets created at submit time.

Notes / changes — applied

  • Real logo mark added (was plain text)
  • Colors switched to the current brand palette (was an older retired green)
  • "Next" button now spans full width on every screen (was leaving a gap on screen 1)