When they answer your quote

Step 2: Waiting for an answer

The list opens on Waiting: the quotes still out, newest first. One with no answer three days on says so in orange: give them a call.

Good to know: Beside Waiting are Drafts, Accepted, Said no and Ran out. How your quotes are doing, above them, counts the last 90 days.

Step 3: Open the quote

TapClick the quote. Their answer, at the top, says where it is up to.

Step 4: TapClick I’ve called them

Once you have called them, tapclick I’ve called them. The orange line goes, and comes back if there is still no answer three days on.

Step 5: They said yes on the phone?

TapClick They said yes by phone or on site. Choose how, what they chose, type who said yes, and tapclick Record their yes. The job moves to Won, and they get their copy by email.

Good to know: Standing with them? TapClick Accept it here, with them and hand them your phone: they choose, type their name and tick, as on their own page.

Step 6: What your customer sees

Their link opens the quote, with what happens next. They choose an option, type their name, tick, and tap Accept the quote. They can also ask a question, or say they are not going ahead and why.

Step 7: Send a new version

Price changed, they said no, or it ran out? TapClick Revise the quote. A new version opens to change, with the same number. Once it is sent, their old link takes them to the new one.