Snugg Pro has provided you with a tool that produces exceptional homeowner reports.
Take advantage of the built-in options to really customize your reports.
Sorting your recommendations can make a huge difference in the homeowner's first impression of the report. What is most important to the homeowner?
You can sort the order of your recommendations to show the top priority either according to what the homeowner wants the most - or in the priority of what you think is most needed in the home. Or grab the homeowner’s interest right away with the no cost solutions that show great savings, like reducing water temp, or set the programmable thermostat.
Click the Refine button on the left sidebar and sort the recommendations from the Modeled Measures list.
Then simply click on the title of the recommendation and hold it down while moving to either up or down in the list. This is the sort that will show on the homeowner report.
You also have the choice of sorting the recommendations on your templates and get more detailed as you have time - like having all the HVAC related recommendations together. Or all of the appliances, etc.