- Owner (sees jobs, money, admin):
owner@hollisandpine.example· codeHOLLISPINE - Customer:
client@hollisandpine.example· code6666
Spec answers, straight from the books.
Hollis & Pine customers and builders can ask about any door, wood, finish or construction detail. The answer comes from the makers' own spec books, with the page to prove it.
- Ask in plain English. “Does the Hudson door come in inset?”
- See the page. Every answer links to the spec book page it came from.
- Every book in one place. Spec books, door & finish guides and warranties by brand.
- A real person when it matters. Anything the books don't cover goes straight to Hollis & Pine's team.
The client portal opens soon. Hollis & Pine staff: sign in below. Questions? Call (864) 555-0142.
Hollis & Pine Spec Assistant
Answers come only from the makers' spec books. If they don't cover it, Hollis & Pine's team will answer.
Files & Resources
Spec books, door & finish guides, catalogs and warranties for every line Hollis & Pine carries. Books from a maker's website show where and when we got them.
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My Picks
Doors you saved from the assistant. Send them to Hollis & Pine and the team will put together a quote. Door details come from the makers' websites; see real samples in the showroom.
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Your cabinet job
Where your job stands, from first talk to done. Hollis & Pine updates it as things move, with dates, notes and photos.
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Clients
Job board
Drag a card to another column to move the job (on a phone, press and hold the card first). You confirm before anything changes. Or tap a card and pick a column.
More
Your team works jobs from the phone app: open the Office dashboard (add employees under People with access “Office employee” or “Installer”).
| Name | Contact | Access | Status | Last sign-in |
|---|
Price sheets: please upload them as staff only. Customers never see staff-only files, and the assistant only reads customer files without prices.
Asked most
Not in the spec books
Add a spec book that covers these.
Brands asked about
Doors people picked
Site controls
Only you (the portal's owner) can see or change these. Each switch asks you to confirm, and every change is saved in the Activity log with the time.
Portal live for clients
On: customers, their builders and architects, project managers and trade can sign in, and people can request access. Off: only Hollis & Pine's admins can sign in; everyone else sees “opens to clients soon.”
Door-spec AI assistant
On: people signed in to the portal can ask spec questions and see the book page. Off: clients and trade see “the spec assistant is turned off”; admins can still try it.
Admin access
Only you (the portal's owner) can see or change this. Admins can see every client, job and file. Each change asks you to confirm and is saved in the Activity log with the time.
The latest questions customers asked the assistant, and how it did. Use it to spot spec books worth adding.
| When | Who | Question | Result | Pages used |
|---|
Spec page
Send this to Hollis & Pine
Job
Drawing
Send the invites
Send for signature
Looking for the customer's signature line…
The customer signs inside their portal (BoldSign). When they finish, the signed PDF and BoldSign's audit trail are saved here and the status turns green: Approved, Go.