Send a signed offer to Hero
Hand a signed offer to Hero as a project record, with customer, address, and offer summary, so your install team can pick it up.
Hero is a field- and project-management tool many installers use as the central record for the install team. Once it's connected, signed offers get a Send to Hero button on the Finalise sidebar.
Note: Send to Hero is available on residential projects, where the export runs at signature. On commercial projects, hand the offer to Hero from your usual project handover.
Before you start
- The offer must be signed.
- An admin connects Hero in Settings > Company settings > Integrations > Post offers signature with an API key. See the accounting and project-tools setup guide for the full connection steps.
Send the offer to Hero
- Open the signed offer and go to the Finalise tab.
- In the actions sidebar, click Send to Hero.
- A matching project is created in Hero, carrying the customer, address, and signed-offer summary.
- The button updates to Sent, and the offer links to its Hero project.
- Confirm the result on the Integrations page (Settings > Company settings > Integrations), where the Hero connector shows its status.
Things to know
- Hero becomes the install team's source of truth. The pattern is: close the deal in Reonic, hand it to Hero, run the install from Hero. Use Reonic's installation module only for what Hero doesn't cover.
- One offer at a time. You send each offer to Hero individually, at signature. From there, Hero holds the project for the install team.
- Sent at signature. Completing the install back in Reonic doesn't send it to Hero again.
Need help?
- Step-by-step questions about this flow → contact your Reonic account manager.
- Feature requests / something missing → drop a note to your account manager.
- Bug reports → include a screenshot and the URL where it happened in your support email.
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