How do I view and manage quotes?
To view and manage your quotes, go to Tools > Manage > Quotes.
For an explanation of what each quote status means, see How do quote statuses work?
Use the search bar at the top of the page to quickly find the quote you're looking for. Search for names, addresses, or emails, or click in the search bar and pick a field such as Status or Postcode to narrow down the list. Closed quotes are hidden by default. To include them, remove the Closed filter from the search bar.
See Searching and filtering for more help on using the search and filter features.
To see your quotes on a map, click the menu icon in the top-right corner and select Show map. Pins are coloured by quote status, and the map only shows the quotes that match your search, so it's easy to spot where enquiries are coming from.
Click on a quote from the list to view:
Customer details
The customer's name, address, and contact details will be displayed at the top of the quote page.
Quote menu
Click the menu icon in the top-right corner of the quote page to access the following options:
Edit quote detailsto edit any of the information entered on the quote requestConvert to jobsto create job(s) from your quote, and a customer if the quote isn't already linked to oneSell leadto sell the lead in the marketplaceView as customerto view what the customer can see in the getSoapy customer portalQuote access detailsto see the quote code and PIN the customer can use to find their quote on your websiteClose quoteif the customer rejected the quote or if you don't want the job
A quote cannot be reopened once it is closed.
Quote Details tab
Click on the Details tab to view additional details submitted with the quote request. To change which details are asked for on your website's quote form, see How do I customise which options are included in quote requests?
Estimates tab
Click on the Estimates tab to add, view, or edit a simple estimate or cost breakdown for the job (see How do I send a quote?).
Messages tab
The Messages tab on the quote page displays a history of all communication with the potential customer, just like the Messages tab on the customer page. It shows:
- messages exchanged with the customer
- automatic notifications that were triggered for this customer and the delivery status
Toggle Show notifications and broadcasts off to only view messages. For more information on notification logs and the delivery status symbols, see What are notification logs?
To send a new message to the customer or reply to a message, write a message and click Reply.
For more information on sending messages including using the AI assistant and saved messages, see How do I communicate with customers?
How customers find their quote
Customers can open their quote from the link in the messages you send them. Some phone networks don't deliver links in SMS reliably, so every quote also has a quote code and a PIN.
Below the quote form on your website, customers can choose Find my existing quote and enter their phone number, email address or quote code, along with the PIN. To send the code and PIN, add {{quote.code}} and {{quote.pin}} to your quote message templates (see What are merge tags?).
Customers without their PIN can choose Send me my quote code and PIN instead. We'll send the code, PIN and a link to the email address and phone number on their most recent open quote, using the Quote Link Requested notification. It's on by default, and you can change it in Tools > Settings > Communication > Notifications. For the option to show, your plan needs to include customer notifications.
