Plumbed units (own washer/dryer, entered on the property card) counted at half. Switch to Actual when you have real numbers.
Machines
LAUNDRY ROOMS — the machines above go into how many rooms? Each room gets its own install record and schedule card when the deal closes.
Labels: one room per floor → Floor 2; two on a floor → Floor 2 - North / Floor 2 - South; a room in its own building → the building or dorm name (Hart Hall). A kiosk inside a laundry room is part of that room — tick kiosk here on that room; add a kiosk spot only when the kiosk sits somewhere else (Main Lobby (kiosk), Leasing Office (kiosk)). Tick modem where a kiosk takes cards or the readers need one (cellular or ethernet — pick it if known, else the survey decides) and gateway where the Speed Queen Insights gateway goes.
Payment System
Vend pricing — what the resident pays per cycle. Goes on the Zoho deal; the warehouse programs the machines to it.
no performance floor in this model (different structure)
Payment terms
House default: our share is figured on gross and the fees come out of the client's share. Untick only if you agreed the fees come off the top BEFORE the split (shared) — uncommon.
Anything above 0% needs Jonathan's approval before you log.
Leave a box blank to keep today's price for that line (machines: list price minus the discount above). The reader, coin box and delivery boxes work as before.
CONTACT — needed to log as a NEW Zoho deal · last name + email OR phone (type to search existing Zoho contacts; never use fake emails)
✍️ SIGNING — who the agreement goes to in Zoho Sign. Prefilled from the contact; change it if it should go to someone else (e.g. the owner instead of the manager). Company, title and office address below come from the Zoho contact; anything left blank is a box the signer fills in.
Pre-printed on the agreement's signing block — filled from the Zoho contact when it has them. Blank = the signer types it into a box in Zoho Sign. Clear any box for a one-off.
INSTALL TIMELINE — when does the client expect the machines to go in? Saved to the Zoho deal; the install record and schedule card get their first estimate from it.
ACCESS INSTRUCTIONS — how the install crew gets to the laundry room (gate/lockbox codes, keys, who to call on site). Saved to the Zoho deal and carried onto the install paperwork.
NOTES — anything Jonathan / the warehouse should know about this deal. Saved as a note on the Zoho deal when you log; never shown to the client.
The Lease tab's PDF/Word buttons now produce a one-page ADDENDUM (same signature block). Log to Zoho always creates a separate add-on deal named “<address> — add-on <month>”, linked to the original deal; the Register Device robot then creates the add-on's own Register Device. The original deal's counts are never touched. If the client wants NEW terms (longer term, different split), that's a fresh agreement — untick this and use the normal flow.
WHICH ROOM gets the added machines? — find the property in the laundry hub, then pick the room (or name a new one). One add-on deal per room; adding to two rooms = two add-on logs.