Welcome to the guide on using our new quoting tool!
This tool allows you to easily provide cost estimates to clients or agents via email and then easily resume the booking process without losing the work you put in.
Let's dive into how to use this feature. 🌊
For a full guide, take a look at our feature walkthrough! 👀
Getting ready to send a quote:
First, make sure your settings and quote email template are set up according to your preferences.
While we have a default template, you can customize it under Settings > Business tools > Quotes/Estimates > Edit Template.
We also have a setting that automatically saves quotes as Draft Inspections after they are sent out. Draft inspections are in-progress bookings that have not been completed but can be resumed without losing previously entered information.
If this setting is on, sent quotes 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.
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 here will automatically fill as the Client name in the quote email.
This is the only required area of the form that needs to be filled in before saving.
You will also need to select the recipient of the quote. If they are a client or client's agent, their contact information will appear in the Draft inspection created from the quote. The "someone else" category is not currently saved.
Once the quote is saved, it will be sent 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!