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    Using MINT to Complete an Assessment and Create Proposal(s)


    Using MINT to Complete Assessment and Create Proposal(s)

    For this example Project, we will be doing an Assessment on Lighting and Refrigeration.


    Getting Started and Adding Building Info:

    1. From the Home screen on the MINT App, tap on View File.blobid0.png
    2.  Select Building Information.
    3. On this screen, you will need to set the rate of electricity. If you know the Building Type, you can also set that here. (Set the building type here in cases where the building type is the same across all areas. If building types are different across the areas you can wait and set the building type at the area level.)

    Adding  Operating Hours:

    Lighting savings depends on the hours of operation. 

    1. Set the hours of operation across the project by selecting Operating Schedulesmceclip4.png
    2. Enter the most frequently used hours of operation across the project (if a specific item or area has a different operating schedule, you can set it later at the area or item level). Select the back button when you're finished entering the operating hours.mceclip2.png
    3. A pop up message will show up, asking if you want to apply the operating hour changes to all existing items in the project. This feature lets you change the operating hours for items already entered in a project . If there's ever a case where you only want to change the operating schedule moving forward, you would select "no." Otherwise, select yes:mceclip5.png
    4. Then, select "make default" and back. mceclip6.png
    5.  The default operating hours are now set. mceclip7.png
    6. You can return to this screen any time to change the project's existing operating hours (see step 3 above), or to set new operating hours moving forward.

    Adding  Existing Items:

    For this example Project, we will now add our existing Lighting Items.

    1. To begin the Assessment, tap on the Items button.
    2. Tap on the plus sign to start adding items.
    3. On the Area and Items screen, you will first need to add an Area Name. This is done by tapping the Area box and typing in a location and then tapping anywhere else on the screen to save it or press enter/return on your keyboard. In this example, we typed in and created an area named Poles.
    4. Now you can use the Catalog Search bar to locate the item(s) you’d like to add to your Area. In this example, we have typed in Metal Halide 4 to search for the Item Metal Halide (1) 400 lamp mag ballast.

    5. Tap the item, highlighting it, to edit the record. Tap on the plus sign to edit the quantity. blobid4.png
    6. You can tap on the +10 to add a quantity of 10 with each tap or simply use the +1 to add a quantity of 1 at a time. The same for the minus sign. 
    7. To edit the Item, tap on the More button with the three dots. Then, tap on Item Info.

    8. The Item Name and Project Type should default, however, if you need to change any of the information or add details, this is where you can do it.

    9. You can also tap on the Add Note to edit the Notes field. When you are finished editing this screen, tap on Done on the bottom right.

    10. Repeat the above search, add, and editing steps to complete your Area.

    11. To add a new Area, simply tap in the Area box and type in the new Area Name.

    12. Repeat the same steps above for searching the Catalog to add your Items in the new Area.

    13. Once you have added the needed Areas and Items, tap on the back button on the bottom right.

    14. This brings you to the Items screen which will show you all the items that you have selected so far.
    15. By tapping on the toggle button next to Area, it will show you all the Areas and how many Items are assigned to each one.


    16. Tapping on the number above the Items will take you directly to the Area and its contents.

    17. When you are finished, tap on the back button on the bottom right to go back to the previous screen.


    Adding Recommend Items:

    1. Tap on the Area button to toggle it off (the button should be all white). Tap the Replace button. 

    2. On this screen, you will search the Catalog for the item that you would like to use as your replacement. Tap the record to select it and then tap on the plus sign.

    3. You will now see the Item listed directly under the Existing Item. Tap Done when you’ve selected all your Replacement Items.

    4. Your Replacement Items will now show on the screen under the corresponding Existing Item when you toggle on both Existing Item and Recommended Item.

    5. If you’d like to see only the Items that you are recommending, toggle off the Existing Item button and toggle on the Recommended Item button.


    Adding Recommended Items for Non-Existing Items:

    For this example Project, we will now add our Recommended Items for Refrigeration.

    1. Type in Walk-in Freezer under the Area and then tap on the Add Recommendation button.

    2. Use the Catalog search bar to find your Item(s). Tap the record to select it and then tap the plus sign to add your Item(s). Tap Done when finished.
    3. You will now see your Recommended Item added to the list, highlighted in light green, marked Additional Recommendation.
    4. Once you have added the rest of your Areas and their Additional Recommendations, you can tap on the back button to return to the File Overview for the Project.

    Creating a Proposal:

    1.  When you’re ready to create your Proposal, tap on the Proposal button.
    2. From the Proposals screen, you will see your Items and the costs that are pulled from the library. In our example, everything has a cost except for the Fan Control. You can edit this by tapping the item line.
    3. When you tap on the record, a new window pops up where you will enter your Material Cost and the Labor Costs. When you're finished, tap Done.

    4. You will now see the adjusted costs on the Proposals screen.

    5. To apply a different Margin, tap into the Margin box and then select Apply.

    6. To add a Tax, tap into the Tax box and enter a whole percentage. Tap Material Only  to apply the tax only to materials then select Apply.
    7. mceclip8.png
    8. To filter the Site Assessment by type, tap the Edit button. 
    9. In this example, we are going to create a Proposal for just Lighting. You will do this by checking the box for Lighting and tapping Done on the bottom left.

    10. You will now only see the Lighting items (you will see that the Fan Control is no longer visible).
    11. To create a new Proposal, tap the plus sign at the top right.
    12. You will now see that there are two Proposal tabs. This second Proposal includes all of the Items. This way you can show a customer their savings options for just Lighting or for both Lighting and Refrigeration.
    13. When you’re ready to generate these Proposals, you will tap on the Cost Savings Analysis tab.

    14. As you scroll down, you will see a Proposal Overview. This shows the Monthly Savings and as well as Long Term Savings. You will see these broken down by individual sections and as a bundle.

    15. The Proposal Work Order further breaks down the costs of each section.

    16. The Proposal Project will show your offset savings.
    17. Project Scope is the item by item detail. Tap on All Measures to view everything or just individual sections.

    18. Once you have decided which Proposal(s) you would like to go with, you will tap on Save and Sign shown at the top of the selected Proposal page.

    19. Use the page button to tab through the pages, tap the pen icon, sign with your fingertip, and click Done when you're finished.

    20. When you've completed your Proposal signatures, tap on the back button to return to the File Overview.

    21. To view your signed documents, tap on Documents.

    22. From this screen, you can view your signed documents or remove them. To return to the File Overview, tap on the back button.
    23. When you have completed your Proposal(s) and you're ready to sync back to MINT online, you will first need to tap on the Mark File as Done button.


    24. On the next screen, tap the Mark File as Done button to confirm the action.

    25. Once the screen is done loading, you will see the button has updated to Undo Mark File as Done. This gives you the option to undo your previous action. If you would like to continue, you will tap on the back button to go back to your MINT homepage.

    26. You will now see that your Project status is set as DONE. The next step is to tap on the Sync button on the bottom right.

    27. Tap on Sync Now to start the upload process.

    28. When the sync process is complete, tap Close This Window.

    29. Your updated Project is now available to access on the Hancock Cloud server.













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