Upload the bill.
Enter the homeowner's name and phone, then attach the bill. PDF, JPG or PNG, up to 10 MB.
Loading bill upload…
Use the same phone number as the lead in GHL. Tap Upload Now and wait for the form's confirmation before leaving.
Open upload in a new tabNeed to prepare the appointment too?
Continue to Discovery Check the bill on the GHL contact before marking the appointment bill-ready.Discovery & booking
Capture the call, save the lead, then confirm the appointment.
Just uploading a bill? Go to upload- 1DiscoverCapture
- 2SaveReview
- 3ScheduleConfirm
02
Save the recordFinish Discovery
+
Finish Discovery to prepare the Prosper form.
Check the lead details before submitting. For a bill-only update, use Upload bill. Confirm the bill appears on the GHL contact before booking.
Open form in a new tabFinish Discovery first.
Form submitted but still locked?
Use this only after the form shows its confirmation. This page will mark the record as unverified.
03
Confirm the timeSave the record first
+
Choose the approved advisor and confirm the consultation time in Setmore. Every battery outcome uses this consultation calendar.
Check the advisor, time zone, and customer details. Keep the Setmore confirmation.
Open calendar in a new tabThe appointment is confirmed only by Setmore.