⚠️ This feature is in beta, to have it enabled, write into the chat bubble ⚠️
Using this tool you can quickly give agents or clients an estimate of how much their requested services will cost and send them that estimate via email, and save the booking to easily resume!
For a full guide on how to use this feature, take a look at the video below.
Getting ready to send a quote
Before you send out a quote, you will want to be sure all of your settings and your quote email template is set how you would like.
We do have a default template, but each company may have different verbiage or additional info to add. You can edit this under Settings > Business tools > Quotes/Estimates > Edit Template.
We also have a setting that is on by default for quotes to save as Draft Inspections after being sent.
Draft inspections are in progress or potential bookings that have not been finished, but can be resumed to create an inspection without losing previously entered information.
If this setting is on, Quotes that have been sent can be found in the Draft Inspections widget on your dashboard. If you are an Advanced user you will have to add this widget manually using the + in the top right corner.
For more info on how to leverage Draft Inspections, check out this article.
Sending a quote
Once your template is all ready to go, you can start sending quotes!
The button to start a Quote is located in the top left corner of the dashboard in the "Today" box.
When you hit + New Quote, you will be brought to a screen that looks somewhat like a lighter version of the New Inspection form with a few notable differences.
This form defaults to the address form vs the address search, allowing you to only enter parts of the address such as the square footage and age of the home if desired. The full address is not required to send a quote.
The only components on this form are ones that directly affect the price. Property details, services, add-ons, discount codes, and custom scheduling fields can all be edited to give the most accurate quote, but none of these fields are required to be filled in.
Instead of the contact information section, you have a simple one-line area to add in the recipient of the quote. This can be a client, an agent, or a third party. Right now each quote can only be sent to one person.
The name entered in this will automatically fill as the Client name in the quote email.
This is the only required area of the form needed to be filled in before saving.
Once the quote is saved, it will send off as an email from your company email under settings > profile and will be saved as a draft inspection if that is enabled.
Here is what a quote with the default template looks like:
This is a new feature and we know there are some areas that we could add down the line to it. We are looking forward to your feedback on what we can do to make this the best option for your business!