> ## Documentation Index
> Fetch the complete documentation index at: https://docs.app.creativuk.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales rep guide

> How to use the Creativ Solar app during home appointments.

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

## Quick start

1. Open [app.creativuk.co.uk](https://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

## Guides

<Card title="Getting started" icon="rocket" href="/sales/getting-started">
  Login, the four tabs, and how to open an appointment.
</Card>

<Card title="Step-by-step appointment" icon="list-check" href="/sales/step-by-step">
  Full walkthrough from survey to welcome email — matches the app screens.
</Card>

<Card title="Hometree (HT) process" icon="house" href="/sales/hometree">
  What to do in Teams and the app when a customer wants to proceed on HT.
</Card>

<Card title="Outcomes & finishing" icon="check-circle" href="/sales/outcomes">
  Record Won or Quote, finish the appointment, and what to do if pricing needs fixing.
</Card>

<Card title="Troubleshooting" icon="circle-question" href="/sales/troubleshooting">
  Common problems during appointments.
</Card>

## Outcomes in the app

You only record two results:

| Button in app | Meaning                                                      |
| ------------- | ------------------------------------------------------------ |
| **Won**       | Customer is proceeding — files go to Customer Orders         |
| **Quote**     | Customer took a quote only — files go to Customer Quotations |