What you'll need
- Signal
- A customer or a lead to quote
- Choose Write a quote on the Board or on a customer's page. Or open Sales in More, choose Quotes, then New quote.
- Under Quote for, choose A customer or A lead, and pick them.
- Give it a Title, choose the Property, and choose Valid until.
- Choose Add a line. Choose the Service, or Other work, the Price each (£) and the quantity. For repeat work, choose How often. Then choose Add line.
- Under Deposit, choose None, Amount or Percentage.
- For a customer with repeat work on a line, Start service plans when approved books their visits from the First visit day.
- Choose Review & send link. The quote opens.
- Choose Send quote, then Send by email, Send by text or Share the link.
What happens next
The customer opens the link to see and approve it. Sent and Opened show when it went and when they looked. A deposit is paid by card when they accept, once card payments are set up, and comes off the invoice for this work. Sending again makes a new link, and the old one stops working.
To change a sent quote, choose Withdraw to change it. It goes back to a draft, and the link stops working until you send it again. A draft can be deleted with Delete quote.
If something goes wrong
- “Quotes need Money”: only the owner or a manager with Money can save a quote, as it sets prices.
- “Give the quote a title.” or “Add at least one line.”: fill these in.
- “… describe the work (up to 200 characters).”: give that line a description.
- “The quote didn't send”: the reason is shown. Check their email or mobile, or share the link instead.
- “No signal”: quotes save and send when you have signal.
Who can do this
The owner, and managers with Can see and change customers and services. Saving a quote also needs Money.
Still stuck? Send us a message.