Module 13.2 Sending quotes for acceptance viewing replies and booking in

By the end of this module, you'll understand the quoting flow and how to book in accepted quotes as jobs.


MODULE 13 - QUOTING

13.2: sending quotes for acceptance viewing replies and booking in.

In advanced, on pressing save, you are given the option to then send the quote to the customer then you can view the status on the top of the quote.

You can preview the quote how the customer views it, showing the state, and the accept and decline buttons.

Once they receive this and press one of the options, you receive an email notification which comes in as an alert under 'quotes' in the app and on the customer and from there it can be converted to a job and booked in, and the booking confirmation sent.


Squeegee Status
2022