CTG CFI Resource Guide

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This resource guide includes instructions on how to use the HAUSPro portal.

CFI RESOURCE GUIDE

TABLE OF CONTENTS

Resource Guide

Log-in Process

Dashboard Navigation

Action Required Tab

Orders Tab

Payment Schedule

New Order

Measure/Template

Confirm/Change Order

Actions Required

Material Order

Granite

Quartz

Schedule

Install Date

Upload COC/Invoice

Contact

RESOURCE GUIDE

Includes: • Swatch Images • Slab Images • Product Knowledge • Edge Options

https://countertops.cld.bz/CTG-Arista-Pearl-Countertops

LOG-IN PROCESS

• Visit: https://partners.hauspro.com/

• Your log-in credentials will be sent to you after your training is complete.

• If you ever need your password reset or credentials resent, reach out to sales@hauspro.com

DASHBOARD NAVIGATION

The Action Required will be in this column as a hyperlink

Order #: RO/Store PO

Cabinet install ETA (if available) will be in the Cabinets column

Customer Information

The pricing in your portal is your payment price and never to be discussed with the store or customer.

Customer Order Date: Drives the pricing and locks in Promos.

ACTION REQUIRED TAB

The Action Required page lists all orders that need you to take action. You can access this page by clicking either of the Action Required links on your Dashboard.

ORDERS TAB

The Orders page will show all your orders in the system. If you are looking for a Closed/Canceled Order, check the box as shown.

On the top right of the screen, you can search all your orders. Use the drop- down menu to select what you will search by.

PAYMENT SCHEDULE

• Date field should be set to RO Date • Use drop-down menu to select account • Use drop-down menu to select Product Group

If a promo is active all pricing will be found under the designated “PROMO” type. All other line items can be found under “STANDARD”.

NEW ORDER

You will receive an email notification from noreply@hauspro.com of your new Retail Order. Please login to the HausPro Portal and search this job by the customer’s name to take action.

MEASURE/TEMPLATE

Contact your customer within 48 business hours of receiving an order. The date you make your first attempt at contact will go in this field. Save Changes.

Ready to Measure/Template Date is the date that your customer will be ready to have a template completed. This could be pushed out due to completing other projects. Save Changes .

Enter Template Date is the field for the scheduled template. Save Changes.

If you are not able to reach the customer, or the customer is not ready for template, please explain this in the Add Retail Order Note of the order. Any notes you input in the portal, it is very important to utilize the Email Note feature and always include cpo@hauspro.com.

CONFIRM/CHANGE ORDER

Change Orders

WHAT’S INCLUDED

In-Home Consultation

Radius corners up to ¾”

Installation

Eased Edge Option

Up to 4 Free Faucet Hole Cutouts

1 Year Workmanship Warranty

One Unpolished Cutout (Drop-In Sink or Cooktop Cutout)

Lifetime Limited Material Warranty (Excludes marble)

CONFIRM/CHANGE ORDER

After template has been completed, a Post-Template Drawing will need to be uploaded on each retail order.

To upload your Post-Template Drawing, first click “File Attachment”

Confirm the File Type is set to Post Template Drawing, browse for your file and click “Upload”

CONFIRM/CHANGE ORDER

If any changes need to be made to the order, click the Change button as shown. This is also where you will combine add-on orders. Once a change order is submitted the store will be alerted to collect any remaining balances due.

If the order requires no changes, click the Confirm button as shown. This confirms that all items and quantities match the post-template results on the order as it was rung in at the store.

CONFIRM/CHANGE ORDER

The portal will automatically show the line items purchased on the change order, you can adjust the quantities or Add/Delete lines, as necessary.

Any additional items can be added by clicking the Add Line button. Search a keyword in the Product Description space, enter quantity, and click Add Item to add to your change order.

CONFIRM/CHANGE ORDER

If you need to charge for an item that does not have a SKU (custom work), use the Additional/CustomWork SKU. Enter the dollar amount you need to be paid for this item in the Quantity. The portal does not accept decimals, always round up.

Anytime this SKU is used, be sure to Add Change Order Note to the portal explaining what the charge is for. This note will attach to the change order form sent to store. Important: Never discuss pricing with the customer or store.

CONFIRM/CHANGE ORDER

The pricing shown in your portal is the price that you will be paid. Confirm the quantities and dollar amounts. If all are correct, click the Submit Change button to alert the store a change order has been input.

CONFIRM/CHANGE ORDER

After the Change Order has been submitted, the order will go on HOLD status.

If additional changes are needed after the initial Change Order was submitted, click Edit Change Order Request.

To see the changes you submitted, click on View Changes

ACTIONS REQUIRED

DEALER TO CONFIRM

CORPORATE TO CONFIRM

• When a change order is submitted by the fabricator the order will then be on Hold for Dealer to Confirm. • The store will contact the customer to discuss all changes and collect the final payment. • The store will need to click “Accept Changes” in their HausPro portal to have the job move forward.

• After the store has accepted the changes, the order will then move to Corporate to Confirm. • The order will remain in Hold status until Corporate sends the final PO to CPO@hauspro.com. • Corporate will confirm the amount collected matches what is owed in HausPro, a new PO will be sent to CPO and a new order will be created in HausPro. • The new order will have the original RO # followed by an A, or the following letter of the alphabet depending on how many new PO’s are necessary per order.

New PO

Original PO

MATERIAL ORDER- GRANITE

Fill out the Material PO Number (this can be any number or name you prefer to reference), Ship To Location (if you have more than one), and Requested Ship Date (recommended to select next business day for soonest shipment)

The material items listed on the Retail Order will automatically populate. You can add more material by clicking on Add Line or remove material by clicking on Delete Line. Enter the SQFT in Qty needed to complete the job.

Add Material Order Note if customer selected their material or if you need to communicate to the distributor the number of slabs needed for the job. Then Submit Order.

MATERIAL ORDER- QUARTZ

Add Material Order Note if you need to communicate to the distributor any specifics regarding the material order.

SCHEDULE

When you are ready to schedule install, call the customer and enter the Scheduled Install Date in the field shown below.

If you are not able to reach the customer, or the customer is not ready for install, please explain this in the Add Retail Order Note of the order. Be sure to use the Email Note feature and include support@hauspro.com.

INSTALL DATE

Once an install is completed, you will input your Actual Install Date as shown. This date can be back dated and should only be input after the job is installed and AOC is signed.

UPLOAD COC/INVOICE

All HausPro jobs will require the HausPro AOC to be signed by both the fabricator and the customer. This can be found in the Document Library in your portal.

Fabricator date and sign in these fields.

Customer date and sign in these fields.

UPLOAD COC/INVOICE

Once the AOC has been signed, you will upload it along with your invoice to the portal to be processed for payment. These documents can be uploaded by clicking on “File Attachment” or “Upload Files.”

UPLOAD COC/INVOICE

When uploading the required documents, be sure to set the File Type to the appropriate option. Both AOC and Invoice are required for payment to be issued.

UPLOAD COC/INVOICE

Material costs will be deducted from the order total automatically. You will invoice for the Labor Costs. These numbers can be found under the Upload AOC tab in each order under “Invoice”.

UPLOAD COC/INVOICE

When both documents have been uploaded, click “Submit Files.” This is what sends the job over to Customer Support to be processed for invoicing.

CONTACT

If you have any questions regarding the HausPro Portal, please contact sales@hauspro.com.

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