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Help Center › Admin screens, field by field › Hub customer, quote, job and search boxes: the hint text in each box
Hub customer, quote, job and search boxes: the hint text in each box
The grey example text inside Hub customer, quote, visit and profile boxes, and what each box does.
On this page
These boxes are covered field by field in other articles. This one lists the exact grey example text, so you can match what you see on screen to what the box is for.
Fields
Customer form (Add a customer / Edit customer)
Customers → Add. The last group is inside “More details (access, pets, utilities, billing)”.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Best time to reach (data.best_time) |
Notes when to call or text. | e.g. weekdays after 5 | Default: Empty |
Budget (data.budget) |
The customer’s rough budget, for you only. | e.g. $5–10k | Default: Empty |
Timeline (data.timeline) |
When they want it done. | e.g. this spring | Default: Empty |
Interested in (data.interests) |
What they asked about. | patio, plantings, lighting… | Default: Empty |
Lot size (data.lot_size) |
Size of the property. | e.g. 0.5 acre | Default: Empty |
Gate / access (data.gate) |
Gate code or how to get in; shown to you when scheduling. | gate code / access | Default: Empty |
Pets (data.pets) |
Warns the crew about animals. | dog in yard? | Default: Empty |
Hidden utilities (data.utilities) |
Things to avoid when digging. | invisible fence, propane, septic… | Default: Empty |
HOA (data.hoa) |
Name of the homeowners association or its rules. | HOA name / rules | Default: Empty |
Tags (tags) |
Labels for searching; separate with commas. | VIP, corner lot… | Default: Empty |
State (state) |
Two letters. | ST (limit 2 characters) | Default: Empty |
Quote, plant picker and search boxes
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Project name (q.title) |
Title of the quote at the top. | Project name, e.g. Front Yard Renovation | Default: Empty |
| Customer picker (Choose a customer) | Type to find a customer. | Type a customer’s name, phone or address | Default: Empty |
| Search plants | Plant picker in the quote builder. | Search 2,600+ plants (name, color, native…) | Default: Empty |
| Search quotes | Filters the quotes list. | Search title or number | Default: Empty |
| Search customers | Filters the customers list. | Search name, phone, email, address, tag… | Default: Empty |
Describe the job (Create the quote with AI) (brief.description) |
Text the AI turns into quote lines. | e.g. Remove the old shrubs along the front of the house, make a 3 ft deep bed with steel edging… | Default: Empty |
Visits, notes and profile
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Customer (visit form) (client) |
Optional customer on the visit. | Type a customer’s name, phone or address (optional) | Default: Empty |
Type of appointment (kind) |
Kind of calendar entry. | Pick one. Choices: Site visit; Consultation; Estimate walk-through; Job day; Maintenance visit; Follow-up visit; Meeting; Door-to-door; Time off / blocked; Other. | Default: Site visit |
What (visit title) (title) |
Name of the visit. | e.g. Patio install – day 1, or start typing a service | Default: Empty |
Notes for the crew (notes) |
Shown on the crew sheet, not to the customer. | Materials to load, gate code, where to park… | Default: Empty |
Details (Log activity) (text) |
History entry text. | What happened? Next step? | Default: Empty |
Private notes (employee) (private.notes) |
Your own factual notes about a person. | e.g. 3/14 – trained on paver base; 5/2 – late twice this week (traffic) | Default: Empty |
License # (business profile) (license) |
Licence shown to customers. | e.g. HIC.0123456 or your state license number | Default: Empty |
About your business (bio) |
Public blurb. | What you do best, how long you’ve been doing it, what customers love about you. | Default: Empty |
Ask for another time (customer side) (note) |
The customer tells you what times suit. | e.g. Any weekday after 3 pm works, or Saturday morning. | Default: Empty |
Steps
- Open the screen named above.
- Read the grey hint, type your own value over it, and save with the button at the bottom.
- Hints are examples only; nothing is filled in unless you type it.
If something goes wrong
- A search finds nothing: try fewer words; the customer search matches name, phone, email, address and tag.