Expert Mode

Expert Mode lets Level 4 and higher users build a Salesforce-backed proposal directly inside the app. It exists because managers sometimes need a proposal workflow that starts from a known customer and catalog instead of a completed field inspection, while still preserving Salesforce line items, review controls, document generation, and proposal traceability.

What it does

An expert selects a division, customer, and pricebook, then adds products from the customer/division catalog. They can adjust quantity, priority, price, description, repair notes, photo appendix options, and contract language before generating the proposal.

Mental model

Bundles

Bundles are division-specific groups of commonly ordered products. They are not hard-coded examples; managers create and maintain them so recurring order sets can be added quickly and consistently.

Guardrails

Expert Mode is only available to Level 4+ users.
Customer Description defaults blank so proposal line items do not duplicate the item name.
If no bundles exist for a division, the app should show an empty state rather than an error.
Expert-generated proposals appear in Recent Inspections for qualified users so they remain discoverable after creation.

Pitfalls

Do not use Expert Mode as a substitute for field findings when photos, inspection answers, or site conditions are required.
Do not add customer description text unless the line needs proposal-specific wording; the item name already appears elsewhere.
Confirm the selected division and customer before writing to Salesforce, because the proposal is built from that pricebook context.

Admin Tools covers the bundle and catalog setup surfaces behind Expert Mode.
Proposal Tools explains the generated PDF and DOCX outputs.