This article gives you an overview of the main workflows in SealPoint: checking your Dashboard, creating and sending quotes, completing jobs, sending invoices, and Managing your Organization

Dashboard Overview

When you log in, you’ll land on the Dashboard. From here, you can:

• Track job, payment, and quote performance
• Get an overview of your upcoming workload and unscheduled jobs
• View schedule jobs

Adjust the date filters to match your desired timeframe. By default, the Performance section shows the past 30 days, while the Workload and Scheduled Jobs sections display the current day.

The Scheduled Jobs section on the Dashboard includes a map that plots each job location for the day. Alongside the map, a list displays the contact details for each job, giving you both a visual overview and quick access to customer information. Depending on your device, you can also call, text, or email the customer directly from their contact card in the list.

Create & Send Quotes

Quotes are the starting point for every job in SealPoint. From a customer profile, you can quickly generate a quote using the built-in satellite measurement tool, add your service items with price, and send it out for approval. Once a quote is approved, you’ll be able to schedule and complete the job with just a few clicks.

First, from the top toolbar, go to Contacts → select or add a New Contact in the bottom right corner of the Contacts page. 

When adding or updating a customer’s contact information, take note of the Notification Preferences section. 

The Notification Preferences determine how the customer will receive important communications, including quotes, job reminders, and invoices. You can choose to send updates by email, SMS, or both. If able, review these options with the customer to ensure they receive information in the way that works best for them, reducing delays. 

Note: If SMS job updates are enabled, the customer will first receive a confirmation text asking them to opt in to receive quote and job details by text message. Customers can opt out at any time by replying with STOP, END, or NO. 

After the notification preferences are chose, and the contact is created, select Add Address. 

Enter the customer’s service address. You can also include address-specific notes, which are visible only to users within your organization. It is not required to enter the square footage at this stage, but if it has already been calculated, you can add it for reference. 

Now you're ready to create a quote, from the top toolbar go to Quotes → select New Quote. Select the customer and service address you just created. 

Start typing the customer’s name to quickly locate and select them from the list, then choose the correct service address. 

Once the service address is selected, a satellite image of the property will automatically load. 

You can now use the built-in measuring tool to estimate the driveway’s square footage remotely, without needing to visit the property in person.  Choose the Create a new measurement option to start the measurement. 

Outline the area to be measured by tapping on the map to place points around the perimeter.  

When the outline is complete, click Finish Measurement to generate the square footage.

Use the estimated measurement for the surface square footage of the job. For example, if the driveway measurement is 14,816 square feet, you can enter ‘14,816’ in the Qty field for the service item.  

Add any additional service items, include customer-facing notes or internal notes as needed, and then click Save to finish the quote.

When you’re ready to send the quote, first choose Save, then select Send Quote. A preview of the quote will appear so you can review all details. If everything looks correct, click Send Quote to deliver it to the customer. 

As part of the quote, to keep SealPoint free for contractors, a Convenience Fee is automatically added to each customer invoice. This fee is paid entirely by the customer and is never deducted from your service items' payout.

The convenience fee is 4.99% of the invoice subtotal plus $0.30 per transaction.

The fee is itemized on the customer’s invoice, as a convenience fee, so they can see the breakdown.

You always receive the full invoice subtotal; the convenience fee is collected separately from the customer.

Once the quote is sent, the customer receives a link by email, text message, or both. From the link, they can open the quote and choose to either Approve or Decline it.

If the quote is approved, they will receive a confirmation message. 
 

If needed, you can resend a quote at any time by opening the quote and selecting Send Quote again.

Contractors also have the option to manually approve quotes on behalf of a customer. This allows the job to move forward without requiring the customer to complete the approval process.

To manually approve a quote on behalf of the customer, select the quote you want to approve, select the Actions button inside the quote, and choose Approve Quote.

The status of the quote will change from Quote Sent to Customer Approved. 

Once a quote is approved, it can be scheduled as a job. 

Scheduling Jobs

All approved quotes automatically become available to schedule as jobs. From this point, you can assign a date and crew to complete the work, ensuring everything is organized and ready for your team. 

From the top toolbar, click the Jobs tab to open the Jobs section. Here, you can view jobs of any status. To locate a specific job, use the search bar to look up by Job #, customer last name, company, or street address.

Jobs with a Customer Approved status are ready to be scheduled. To quickly find them, use the dropdown filter to display only Customer Approved jobs.

With only the jobs needing scheduling displayed in the list, select a job to schedule. To schedule more than one at a time, choose multiple jobs. Selected jobs will appear with a checkmark. After choosing the jobs you want to schedule, click Schedule to continue. 

When scheduling multiple jobs at once, all selected jobs must be assigned to the same date or crew member(s). Choose the date you’d like to schedule the jobs to continue.

Next, select whether to assign all available users or choose a specific crew member for the jobs.

If you assign a job to All Users, it will appear in every team member’s Work Load. If you assign it to a specific user, the job will only appear in that individual’s Work Load .

When you schedule a job, SealPoint automatically sends a notification to the customer. The notification is delivered by email, SMS, or both, depending on the customer’s selected notification preferences. These preferences are set when the customer’s contact information is created or updated.

Customers receive a reminder notification 24 hours before their scheduled appointment, but only for jobs scheduled at least two days in advance. Same-day and next-day jobs do not generate reminder notifications.

Invoicing & Payment

Once the work is performed, completing the job in SealPoint is simple. Selecting Send Invoice automatically marks the job as complete and generates the invoice. From there, review the details and send it to the customer with just a couple of clicks. Customers can then pay securely online using the invoice link.

To send an invoice, open the job and select Send Invoice. This option is available in the Actions menu or at the bottom-right corner of the job screen.

Like sending a quote, you will get a preview of the final invoice, select Send Invoice on the preview window. 

Just like with quotes, the customer will receive a link to securely pay their invoice by email, text message, or both.

Customers can use the secure payment link to pay by credit card or Apple Pay. Payments are processed through Stripe and deposited directly into your connected bank account. 

Once the payment is complete, the invoice status will automatically update in SealPoint, and the customer will also receive a link to their receipt.

If a job remains unpaid, the customer will receive a daily notification reminding them that the job is complete and prompting them to make payment.

Work Load

The Work Load is where team members view and manage their assigned jobs. Each user’s queue displays the jobs they are scheduled to complete, along with key details like date and customer information. Think of the Work Load as a digital job list for your crew, keeping everyone organized and focused on the work ahead.

Upon log in, the Dashboard displays a Scheduled Jobs section that lists all jobs assigned for that day. The job addresses are also plotted on a map, giving you a clear view of how the day’s work is distributed across your area.

You can also access the Work Load from the top toolbar. This view lets you filter schedule jobs by date or by crew member. You can choose to display jobs assigned to all users or narrow the list to a specific team member.

The Work Load section also provides a summary of all service items included in the scheduled jobs for the selected time period. In the example below, the assigned crew will see a total of 1,398 sq. ft. of premium commercial-grade sealer, 14,816 sq. ft. of standard commercial-grade sealer, and one job requiring cleaning and preparation.

With the Service Item Totals, it gives each crew a clear estimate of the supplies they’ll need, making it easier to plan and prepare for the day.

By default, user permissions allow crew members to see only the jobs assigned directly to them when they access the Work Load. If needed, you can grant additional permissions so users have access to all Contacts, Quotes, and Jobs within your organization.

Summary

SealPoint makes it simple to manage your sealing business from start to finish:

• Dashboard: get a snapshot of jobs, quotes, and invoices as soon as you log in.
• Creating & Sending Quotes: generate accurate quotes with satellite measurements and send them directly to customers for approval.
• Scheduling Jobs: turn approved quotes into scheduled jobs, assign crews, and notify customers automatically.
• Work Load give your crew a clear daily job list with supply estimates, ensuring everyone is prepared and on track.
  
  

Together, these tools streamline your workflow from the first quote to the final job completion.