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This guide covers only the app — how to log in, run an appointment, and finish a sale. It does not cover back-office systems.

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Quick start

  1. Open app.creativuk.co.uk and log in
  2. Go to Appointments and select today’s appointment
  3. Check customer details, then tap Start Solar Progress
  4. Work through each step on Solar Progress until the job is complete

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Guides

Getting started

Login, the four tabs, and how to open an appointment.

Step-by-step appointment

Full walkthrough from survey to welcome email — matches the app screens.

Hometree (HT) process

What to do in Teams and the app when a customer wants to proceed on HT.

Outcomes & finishing

Record Won or Quote, finish the appointment, and what to do if pricing needs fixing.

Troubleshooting

Common problems during appointments.

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Outcomes in the app

You only record two results:
Button in appMeaning
WonCustomer is proceeding — files go to Customer Orders
QuoteCustomer took a quote only — files go to Customer Quotations