Houzz Pro Jeopardy

Take-Offs Wiz

1

The first thing you should do when you are starting a take-off.

What is "setting the scale"

2

Select your polygon or square shape, then hit this button to get the total "trim" around that space.

What is "perimeter"

3

A window that projects out from a sloping roof and will need to be deducted if you are doing a roofing take-off

What is a "dormer"

4

Concrete is usually calculated in this type of measurement. 

Yd3 -- Cubic Yards 

5

What does 3/12 mean in a roofing plan?

For every 12 inches (1ft) of roofing the pitch increases by 3 inches.

COs & POs & $$

1

I am who you are sending your POs to.

What are vendors?

2

True or False: ACH Cap is available in CAD

False - No ACH transactions are allowed in Canada 

3

You must do this in order to log a payment on a change order.

What is APPROVE 

4

I am the new Capped ACH Amount

What is $100?

5

When sending a CO you can offset the processing fees in three ways: 

1. Add fee to my overall markup

2. Deduct fee from Payment Received 

3. ??

Client Pays Fee During Processing 

*Clients will see a processing fee when they make an online payment on this document—a common deterrent for most homeowners.

Catch me in the CRM

1

Sort by me in the CRM to know where to go next with the client, you can also make your own of me.

What are Lead Stages?

2

I am the new company that lets Houzz Pro migrate your leads into our system via hundreds of other CRM sites.

What is Zapier?

3

Don't need to talk to this lead right now? Do this in our Houzz Pro CRM -- for 1 week, 1 month, 3 months or you can choose how long.

What is "Snooze" a Lead?

4

There are three email response templates we give to our pros in our CRM: 

1. Interested

2. Unavailable 

3. ??

Not a Fit

5

With this new CRM feature, you can customize how your lead list is organized according to your company's workflow and internal process. You can create your own custom ____ to fit your needs, apply them to relevant leads, then easily filter and sort by ___ to find leads more efficiently

What are Lead Tags?

Team Players

1

Want support?! I am the new monthly and annual support thresholds for 1:1 training

What is $800+ monthly TCV and what is $6000 annual TCV

2

Subs cant do this, but if they are on the job site often they should be able to write these not just view them.

What are Daily Logs?

3

Uh oh - this part of the project can't be completed before the phase directly before it, we should have added ___ to our schedule tool.

What is a Dependency?

4

I'm adding a team member what three options do I have when asked "What is their role"?

1. Admin

2. Field Crew

3. Finance 

5

I am to add a TM to my Houzz Pro Demo account as an employee so I can see the notifications and flow -- what email format should I use.

[e-mail]

I Should Have Been a Designer

1

I can make my 2d product photo into a 3d product for my floor plan - I'm looking at the photo of my product and it wants me to hit "Add ___"

What is Mask?

2

I want to secure better pricing, good thing I can log into this type of account when doing my selection board to get the best Home Depot Pricing for me.

What is a Home Depot ProXtra Account?

3

This is a payment made by a client to a designer before the project begins, securing their services and ensuring the designer's availability for the duration of the project

What is a Retainer?

4

I am the three views you can pre-filter by on the Selections Tracker

Planning, Financials and Procurement 

5

What is the purpose of an FFE schedule and what does it stand for?

Furniture, Fixtures and Equipment 

It is crucial document for interior designers, outlining all items needed for a project, including specifications, quantities, locations, and status updates, ensuring a smooth and organized process from purchase to install