How do I send a quote?
There are two ways you can send a quote to a potential customer:
- Respond to a quote request submitted via your website
- Manually add a quote request
Respond to a quote request
When a potential customer submits a quote request via your website, the request will be added to the quotes tab.
-
Go to
Manage
>Quotes
and select the quote request from theNew
section. Alternatively, tap theA new Quote has been requested
notification to go straight to the request. -
Select the
Details
tab to view the information the potential customer has provided.
Not the right job for you? Click the menu icon in the top-right corner and select Sell lead
to sell the lead in the marketplace.
- Ready to quote? Select the
Estimates
tab and choose between providing a simple estimate or a cost breakdown.
Provide a simple estimate
Use this method to quote a lump sum or price range.
-
Click
Provide a simple estimate
. -
Complete the
Simple Estimate
form:
- Enter a
Lower estimate
(required). This doubles up as the fixed price estimate (lump sum) if theUpper estimate
is left blank. - Enter an
Upper estimate
to provide a price range (optional). - If you don't want the customer to receive a notification, toggle the
Limit which actions are triggered
option and deselectSend notifications
(optional).
-
Click
Submit
to submit the estimate. -
A notification will be sent to the potential customer if notifications are enabled and they'll be able to view the estimate in the customer portal. From there, they'll be able to accept or decline the quote.
Add a cost breakdown
Use this method to provide an itemised quote for each service requested.
-
Click
Add a cost breakdown
. -
Click
Add a category
. -
Select one or more
Existing
categories or select the+ New
tab to add a new category and clickSubmit
.
-
Select
+ Add items
to add line items to a category. -
Select one or more
Existing
items or select the+ New
tab to add a new item and clickSubmit
.
If any of the items have individual pricing, adjust the count as required.
- Repeat any of the steps above as necessary and when you're ready, click
Save
and thenShare with customer
to send the quote.
You can also click Save
to save the quote as a draft.
- A notification will be sent to the potential customer if notifications are enabled and they'll be able to view the quote in the customer portal. From there, they'll be able to accept or decline the quote.
Manually add a quote request
If a potential customer asks for a quote without submitting a quote request through your website (in person, or over the phone) or if an existing customer asks for a quote for another service, follow the steps below to add a quote request in getSoapy.
-
Go to
Manage
>Quotes
. -
Click the
+
icon in the top-right corner. -
Enter the potential customer's details into the
Add quote
form.
Fields marked with a red asterisk (*
) are required to save the quote request. Since quotes can be converted to a customer later, it's worth entering all their details correctly at this stage.
Some of the fields below may not be displayed if you've chosen to hide them in quote options.
- Enter the potential customer's
Name
(required). - Enter the potential customer's
Email
(required). - Enter the potential customer's
Phone Number
(required). - Enter the
Address
(required) of the job (required).
It's best to enter the address in the Search for an address
field and select the address from the search results so getSoapy can geocode it correctly.
- Select the
Building Type
from the drop-down list (optional). - Select the number of
Bedrooms
from the drop-down list (optional). - Select the
Services
the potential customer has requested a quote for (required). - Select the
Frequency
of the job from the drop-down list (optional). - Select the
Availability
(optional). - Add any
Notes
about the enquiry (optional).
-
Click
Add
to save the quote request. -
The request will be added to the quotes tab. Jump to respond to a quote request to generate a quote for the potential customer.