- 01Customer
- 02Build & Price
- 03Booking Path
- 04Summary
Find Customer
Start with the phone number. Existing Facebook / GHL leads populate automatically; new customers can be added without leaving this page.
Enter the phone number from the GHL lead notification.
Name—
Phone—
Email—
Address—
Source: —
Service: —
Timing: —
Original TV: —
Looking up city / state…
Build & Price
Work down the call naturally. TV Size / Type starts open; everything else stays compact until you need to edit it.
Optional — leave blank for dismount-only, soundbar-only, consultation, or other service calls.
On-Site Consultation
Consultation Sales Desk
The $350 consultation stands alone. Request photos, send examples, schedule the consultation, and send the reservation without going through the normal TV booking path.
$350
Project Type
Pictures
Photo upload requests point the customer to UTVUpload.com so they can send multiple pictures from their phone.
Sending the reservation posts the customer, service, notes, date/time and $350 amount to the GHL workflow.
Flat Mounts
Full Motion Mounts
Drywall is standard. Add only the upgrades that apply; fireplace + wall material can stack.
Wire Concealment
Electrical In-Wall Power Kit Most Popular
Add-Ons
Estimated Project Total
$0
Present the total first, then read the project back from the summary before moving to booking.
“Okay, I’m showing your estimated total at $0. Let me quickly read everything back to you and make sure we’ve got it right.”
Would you like to book your installation now?
Ask this immediately after presenting the estimated total.
Yes — Book Now
No — Send Quote
Call Summary
Everything captured this call — nothing re-entered, nothing lost.
Customer
Booking Path
Appointment
Internal Notes
Save to GHL
Sends everything from this call straight to the contact record — no extra tab, no manual submit.
Internal Notes
Office-only — for technicians & dispatch. Never shown to the customer.
Examples: existing mount already installed · TV is upstairs · customer has dogs · same-day request · special instructions